PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

72 hedge funds and large institutions have $51.5M invested in PIMCO Corporate & Income Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
N
1
Natixis
France
$2.49M
2
LPL Financial
2
LPL Financial
California
$2.9M
3
JFA
3
Johanson Financial Advisors
California
$735K
4
FIA
4
Foundations Investment Advisors
Arizona
$610K
5
IAA
5
Independent Advisor Alliance
North Carolina
$358K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.08M
2
Bank of America
2
Bank of America
North Carolina
$2.14M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$553K
4
BF
4
BOK Financial
Oklahoma
$787K
5
CAN
5
Claraphi Advisory Network
United States
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Missouri
$70K – – –
Citigroup
52
Citigroup
New York
$63K – – –
GWM
53
Geneos Wealth Management
Colorado
$62K – – –
SF
54
Synovus Financial
Georgia
$60K – – –
NL
55
NVWM LLC
Pennsylvania
$48K – – –
SCA
56
Stonebridge Capital Advisors
Minnesota
$44K – – –
ASN
57
Advisory Services Network
Georgia
$36K – – –
AA
58
Argent Advisors
Louisiana
$35K +$35K +1,850 New
NSIM
59
North Star Investment Management
Illinois
$29K – – –
S
60
SignatureFD
Georgia
$29K +$29K +1,535 New
FIB
61
First Interstate Bank
Montana
$26K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$24K +$501 +26 +2%
CFA
63
Carroll Financial Associates
North Carolina
$20K – – –
SFS
64
Sowell Financial Services
Arkansas
$19K -$14.4K -760 -43%
GWMIA
65
Global Wealth Management Investment Advisory
Florida
$19K – – –
VCP
66
Verus Capital Partners
Arizona
$19K +$19K +1,000 New
AA
67
Ancora Advisors
Ohio
$13K +$13K +667 New
FCM
68
Firestone Capital Management
Florida
$11K +$11K +570 New
FIA
69
FNY Investment Advisers
New York
$6K -$32.6K -1,980 -84%
SL
70
Savior LLC
Massachusetts
$2K +$2K +79 New
CAN
71
Claraphi Advisory Network
United States
– -$238K -12,957 Closed
KA
72
Kovack Advisors
Florida
– -$187K -10,194 Closed
QCIG
73
Quad-Cities Investment Group
Iowa
– -$56K -3,038 Closed
WC
74
Westwind Capital
New Mexico
– -$20K -1,100 Closed
PCG
75
Private Capital Group
Connecticut
– -$10K -525 Closed
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3
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