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PCN

PIMCO Corporate & Income Strategy Fund

88 hedge funds and large institutions have $120M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $96.3M → $120M (+$23.4M)

6% more funds holding

Funds holding: 8388 (+5)

5.25% more ownership

Funds ownership: 15.28%20.54% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
32
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$819K +$70.9K +5,231 +10%
AWS
27
Atria Wealth Solutions
New York
$785K +$170K +12,571 +30%
KAS
28
Kestra Advisory Services
Texas
$746K -$34.3K -2,529 -5%
LWM
29
LongView Wealth Management
Georgia
$678K +$57.8K +4,263 +10%
NL
30
NWAM LLC
Washington
$567K +$2.96K +218 +0.5%
OC
31
Oppenheimer & Co
New York
$434K +$4.45K +328 +1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$428K +$35.3K +2,604 +9%
Wells Fargo
33
Wells Fargo
California
$393K +$62.8K +4,636 +20%
SPC
34
Sigma Planning Corp
Michigan
$393K +$16K +1,177 +4%
SA
35
Sanctuary Advisors
Indiana
$392K +$63.2K +4,666 +20%
Truist Financial
36
Truist Financial
North Carolina
$392K
AF
37
Allworth Financial
California
$392K -$38.4K -2,833 -9%
PI
38
PFG Investments
New York
$349K +$5.57K +411 +2%
BPA
39
Beacon Pointe Advisors
California
$317K -$3.05K -225 -1%
Stifel Financial
40
Stifel Financial
Missouri
$313K +$43.4K +3,204 +17%
BAAM
41
Baker Avenue Asset Management
California
$299K +$286K +21,102 New
ASN
42
Advisory Services Network
Georgia
$269K
DA
43
Detalus Advisors
Missouri
$264K -$2.98K -220 -1%
RJA
44
Raymond James & Associates
Florida
$251K -$6.57K -485 -3%
AWM
45
Apollon Wealth Management
South Carolina
$250K -$2.06K -152 -0.9%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$244K
IFG
47
Independent Financial Group
California
$242K -$26.6K -1,965 -10%
SWP
48
Semus Wealth Partners
Florida
$239K -$101K -7,436 -31%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$205K +$196K +14,434 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$204K +$31.7K +2,342 +19%

PCN Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q3 2024, worth a combined $120M — up 24% from $96.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PCN positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $15.2M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $2.52M sold.

  • 88 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q3 2024, up from 83 in Q2 2024.
  • Funds reported $120M of PIMCO Corporate & Income Strategy Fund stock for Q3 2024, up 24% quarter-over-quarter.
  • 13 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q3 2024 and 8 closed out, a net change of +5 holders.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $15.2M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q3 2024 was Penserra Capital Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2024.