PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

75 hedge funds and large institutions have $64.2M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$3.23M
2
RWA
Redmont Wealth Advisors
Illinois
$941K
3
IAIM
International Assets Investment Management
Florida
$912K
4
CWP
Cyndeo Wealth Partners
Florida
$1.86M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.07M

Top Sellers

1
AR
Advisory Research
Illinois
$0
2
NL
NWAM LLC
Washington
$0
3
Millennium Management
Millennium Management
New York
$0
4
VF
Virtu Financial
New York
$127K
5
EC
Elequin Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$469K -$68.1K -5,427 -13%
PI
27
PFG Investments
New York
$450K +$450K +35,886 New
SWP
28
Stratos Wealth Partners
Ohio
$406K -$99.4K -7,923 -20%
ACM
29
Arlington Capital Management
Illinois
$404K +$404K +32,183 New
SWP
30
Semus Wealth Partners
Florida
$392K -$13.5K -1,078 -3%
Truist Financial
31
Truist Financial
North Carolina
$368K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$364K -$16.5K -1,318 -4%
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$308K – – –
GL
34
GHE LLC
Tennessee
$293K – – –
OC
35
Oppenheimer & Co
New York
$270K +$12.5K +997 +5%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$256K -$3.76K -300 -1%
DA
37
Detalus Advisors
Missouri
$251K -$34K -2,714 -12%
AWM
38
Apollon Wealth Management
South Carolina
$229K -$43.1K -3,439 -16%
SVWAG
39
Sound View Wealth Advisors Group
Georgia
$228K +$1.87K +149 +0.8%
SSWM
40
Sheets Smith Wealth Management
North Carolina
$172K – – –
CWM
41
Collaborative Wealth Management
Florida
$167K -$1.3K -104 -0.8%
BAG
42
Bridgewealth Advisory Group
California
$162K -$12.9K -1,026 -7%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$150K +$4.1K +327 +3%
PAG
44
Private Advisor Group
New Jersey
$144K – – –
IWM
45
IHT Wealth Management
Illinois
$143K +$125 +10 +0.1%
Stifel Financial
46
Stifel Financial
Missouri
$128K -$30.7K -2,450 -19%
VF
47
Virtu Financial
New York
$127K -$264K -21,042 -68%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$97.6K – – –
GWSG
49
GPS Wealth Strategies Group
Colorado
$87.5K +$87.5K +6,980 New
BFPW
50
BOK Financial Private Wealth
Colorado
$83.5K – – –
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