PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

87 hedge funds and large institutions have $119M 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, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+5
Holders Change %
+6.1%
% 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
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$12.1M
2
GL
2
GHE LLC
Tennessee
$4.36M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.31M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.88M
5
PS
5
Principal Securities
Iowa
$12.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
HF
3
HRT Financial
New York
$0
4
KP
4
Keel Point
Alabama
$0
5
SWP
5
Semus Wealth Partners
Florida
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$819K +$74.2K +5,231 +10%
AWS
27
Atria Wealth Solutions
New York
$785K +$179K +12,571 +30%
KAS
28
Kestra Advisory Services
Texas
$746K -$35.9K -2,529 -5%
LWM
29
LongView Wealth Management
Georgia
$678K +$60.5K +4,263 +10%
NL
30
NWAM LLC
Washington
$567K +$3.09K +218 +0.5%
OC
31
Oppenheimer & Co
New York
$434K +$4.65K +328 +1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$428K +$37K +2,604 +9%
Wells Fargo
33
Wells Fargo
California
$393K +$65.8K +4,636 +20%
SPC
34
Sigma Planning Corp
Michigan
$393K +$16.7K +1,177 +4%
SA
35
Sanctuary Advisors
Indiana
$392K +$65.4K +4,666 +20%
Truist Financial
36
Truist Financial
North Carolina
$392K – – –
AF
37
Allworth Financial
California
$392K -$40.2K -2,833 -9%
PI
38
PFG Investments
New York
$349K +$5.83K +411 +2%
BPA
39
Beacon Pointe Advisors
California
$317K -$3.19K -225 -1%
Stifel Financial
40
Stifel Financial
Missouri
$313K +$45.5K +3,204 +17%
BAAM
41
Baker Avenue Asset Management
California
$299K +$299K +21,102 New
ASN
42
Advisory Services Network
Georgia
$269K – – –
DA
43
Detalus Advisors
Missouri
$264K -$3.12K -220 -1%
RJA
44
Raymond James & Associates
Florida
$251K -$6.88K -485 -3%
AWM
45
Apollon Wealth Management
South Carolina
$250K -$2.16K -152 -0.9%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$244K – – –
SWP
47
Semus Wealth Partners
Florida
$239K -$106K -7,436 -31%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$205K +$205K +14,434 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$204K +$33.2K +2,342 +19%
IWM
50
IHT Wealth Management
Illinois
$186K -$11.8K -832 -6%
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