PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

84 hedge funds and large institutions have $62.6M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
17
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$1.41M
2
GC
2
Guggenheim Capital
Illinois
$5.31M
3
VF
3
Virtu Financial
New York
$755K
4
LPL Financial
4
LPL Financial
California
$3.72M
5
HF
5
HRT Financial
New York
$491K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$195K
3
PCM
3
Penserra Capital Management
California
$0
4
AWS
4
Atria Wealth Solutions
New York
$527K
5
ACM
5
Arlington Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
PFG Investments
New York
$492K -$5.66K -465 -1%
HF
27
HRT Financial
New York
$491K +$491K +40,405 New
Jane Street
28
Jane Street
New York
$435K +$435K +35,758 New
SWP
29
Semus Wealth Partners
Florida
$395K +$8.9K +731 +2%
AF
30
Allworth Financial
California
$362K -$35.7K -2,935 -9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$358K -$39.8K -3,265 -10%
OC
32
Oppenheimer & Co
New York
$346K +$25.9K +2,127 +8%
BPA
33
Beacon Pointe Advisors
California
$342K -$44.5K -3,657 -12%
Truist Financial
34
Truist Financial
North Carolina
$336K – – –
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$299K – – –
RWA
36
Redmont Wealth Advisors
Illinois
$296K -$108K -8,853 -27%
Wells Fargo
37
Wells Fargo
California
$278K -$247K -20,312 -47%
CA
38
Cetera Advisors
Colorado
$252K +$252K +20,700 New
DA
39
Detalus Advisors
Missouri
$243K – – –
AWM
40
Apollon Wealth Management
South Carolina
$222K -$779 -64 -0.4%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$219K -$1.81K -149 -0.8%
PAG
42
Private Advisor Group
New Jersey
$202K +$62.7K +5,153 +45%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$195K -$3.37M -276,988 -95%
ASN
44
Advisory Services Network
Georgia
$183K +$183K +15,021 New
SSWM
45
Sheets Smith Wealth Management
North Carolina
$167K – – –
CWM
46
Collaborative Wealth Management
Florida
$162K – – –
BAG
47
Bridgewealth Advisory Group
California
$157K – – –
Goldman Sachs
48
Goldman Sachs
New York
$151K +$151K +12,400 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$151K – – –
IWM
50
IHT Wealth Management
Illinois
$140K -$1.59K -131 -1%
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2
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