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PCN

PIMCO Corporate & Income Strategy Fund

99 hedge funds and large institutions have $130M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

13% more funds holding

Funds holding: 8899 (+11)

9% more capital invested

Capital invested by funds: $120M → $130M (+$10.8M)

0.17% less ownership

Funds ownership: 20.54%20.36% (-0.17%)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
29
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$996K +$229K +16,498 +29%
ACP
27
Aviance Capital Partners
Florida
$956K -$18.1K -1,300 -2%
NA
28
NewEdge Advisors
Louisiana
$858K -$43.1K -3,100 -5%
AWS
29
Atria Wealth Solutions
New York
$707K -$32.4K -2,333 -4%
KAS
30
Kestra Advisory Services
Texas
$702K -$4.36K -314 -0.6%
LWM
31
LongView Wealth Management
Georgia
$645K +$4.07K +293 +0.6%
SG
32
StoneX Group
New York
$608K +$628K +45,222 New
Wells Fargo
33
Wells Fargo
California
$594K +$230K +16,574 +60%
OC
34
Oppenheimer & Co
New York
$503K +$96K +6,912 +23%
NL
35
NWAM LLC
Washington
$477K -$60.7K -4,372 -11%
Raymond James Financial
36
Raymond James Financial
Florida
$448K +$464K +33,407 New
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$428K +$443K +31,907 New
SA
38
Sovran Advisors
California
$422K +$439K +31,592 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$396K -$8.13K -585 -2%
EFG
40
Elm3 Financial Group
Georgia
$381K +$394K +28,390 New
SPC
41
Sigma Planning Corp
Michigan
$377K +$5.68K +409 +1%
Truist Financial
42
Truist Financial
North Carolina
$371K
NWMP
43
Noble Wealth Management PBC
Colorado
$366K +$378K +27,250 New
AWM
44
Apollon Wealth Management
South Carolina
$365K +$134K +9,614 +55%
AF
45
Allworth Financial
California
$334K -$40.1K -2,890 -10%
SA
46
Sanctuary Advisors
Indiana
$324K -$57.5K -4,140 -15%
PI
47
PFG Investments
New York
$324K -$6.13K -441 -2%
MG
48
Marex Group
$318K +$329K +23,700 New
BPA
49
Beacon Pointe Advisors
California
$304K +$3.64K +262 +1%
BAAM
50
Baker Avenue Asset Management
California
$290K +$7.47K +538 +3%

PCN Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q4 2024, worth a combined $130M — up 9% from $120M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PCN positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.56M. The largest seller was International Assets Investment Management, cutting an estimated $15.6M.

  • 99 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q4 2024, up from 88 in Q3 2024.
  • Funds reported $130M of PIMCO Corporate & Income Strategy Fund stock for Q4 2024, up 9% quarter-over-quarter.
  • 19 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.56M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q4 2024 was International Assets Investment Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2024.