PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

96 hedge funds and large institutions have $130M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
28
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$13.9M
2
GL
GHE LLC
Tennessee
$7.52M
3
MHFA
Mission Hills Financial Advisory
California
$11.7M
4
PS
Principal Securities
Iowa
$13M
5
VVP
Venture Visionary Partners
Ohio
$1.76M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.08M
2
CWP
Cyndeo Wealth Partners
Florida
$1.92M
3
ASN
Advisory Services Network
Georgia
$0
4
Millennium Management
Millennium Management
New York
$0
5
SFS
Symphony Financial Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$996K +$221K +16,498 +29%
ACP
27
Aviance Capital Partners
Florida
$956K -$17.4K -1,300 -2%
NA
28
NewEdge Advisors
Louisiana
$858K -$41.6K -3,100 -5%
AWS
29
Atria Wealth Solutions
New York
$707K -$31.3K -2,333 -4%
KAS
30
Kestra Advisory Services
Texas
$702K -$4.21K -314 -0.6%
LWM
31
LongView Wealth Management
Georgia
$645K +$3.93K +293 +0.6%
SG
32
StoneX Group
New York
$608K +$608K +45,222 New
Wells Fargo
33
Wells Fargo
California
$594K +$222K +16,574 +60%
OC
34
Oppenheimer & Co
New York
$503K +$92.8K +6,912 +23%
NL
35
NWAM LLC
Washington
$477K -$58.7K -4,372 -11%
Raymond James Financial
36
Raymond James Financial
Florida
$448K +$448K +33,407 New
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$428K +$428K +31,907 New
SA
38
Sovran Advisors
California
$422K +$422K +31,592 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$396K -$7.84K -585 -2%
EFG
40
Elm3 Financial Group
Georgia
$381K +$381K +28,390 New
SPC
41
Sigma Planning Corp
Michigan
$377K +$5.49K +409 +1%
Truist Financial
42
Truist Financial
North Carolina
$371K – – –
NWMP
43
Noble Wealth Management PBC
Colorado
$366K +$366K +27,250 New
AWM
44
Apollon Wealth Management
South Carolina
$365K +$129K +9,614 +55%
AF
45
Allworth Financial
California
$334K -$39K -2,890 -10%
SA
46
Sanctuary Advisors
Indiana
$324K -$56.3K -4,140 -15%
PI
47
PFG Investments
New York
$324K -$5.92K -441 -2%
BPA
48
Beacon Pointe Advisors
California
$304K +$3.52K +262 +1%
BAAM
49
Baker Avenue Asset Management
California
$290K +$7.22K +538 +3%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$271K +$77.3K +5,763 +40%
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