PCN

PIMCO Corporate & Income Strategy Fund

76 hedge funds and large institutions have $72.4M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
27
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$566K -$18.3K -1,397 -3%
PI
27
PFG Investments
New York
$536K +$65.9K +5,027 +14%
SWP
28
Stratos Wealth Partners
Ohio
$511K +$86.5K +6,598 +20%
ACM
29
Arlington Capital Management
Illinois
$471K +$48.7K +3,712 +12%
RWA
30
Redmont Wealth Advisors
Illinois
$435K -$549K -41,863 -56%
AF
31
Allworth Financial
California
$429K -$957K -73,003 -69%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$428K +$47.3K +3,607 +12%
BPA
33
Beacon Pointe Advisors
California
$417K -$73.3K -5,595 -15%
SWP
34
Semus Wealth Partners
Florida
$416K +$6.24K +476 +2%
Truist Financial
35
Truist Financial
North Carolina
$362K -$22.8K -1,742 -6%
OC
36
Oppenheimer & Co
New York
$344K +$61.9K +4,721 +22%
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$323K
DA
38
Detalus Advisors
Missouri
$262K
AWM
39
Apollon Wealth Management
South Carolina
$240K
SVWAG
40
Sound View Wealth Advisors Group
Georgia
$238K
SSWM
41
Sheets Smith Wealth Management
North Carolina
$180K
CA
42
CoreCap Advisors
Michigan
$177K +$177K +13,480 New
CWM
43
Collaborative Wealth Management
Florida
$175K -$341 -26 -0.2%
BAG
44
Bridgewealth Advisory Group
California
$169K
RJFSA
45
Raymond James Financial Services Advisors
Florida
$162K -$106K -8,058 -39%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$157K +$157K +11,970 New
IWM
47
IHT Wealth Management
Illinois
$152K +$2.91K +222 +2%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$151K +$151K +11,554 New
PAG
49
Private Advisor Group
New Jersey
$150K
Stifel Financial
50
Stifel Financial
Missouri
$134K