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PCN

PIMCO Corporate & Income Strategy Fund
PCN

66 hedge funds and large institutions have $49.5M invested in PIMCO Corporate & Income Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

34% more capital invested

Capital invested by funds: $36.9M → $49.5M (+$12.6M)

0.78% more ownership

Funds ownership: 7.08% → 7.86% (+0.78%)

4% less funds holding

Funds holding: 69 → 66 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$3.32M
2
ACM
Anfield Capital Management
California
+$723K
3
Morgan Stanley
Morgan Stanley
New York
+$505K
4
AWM
Apollon Wealth Management
South Carolina
+$325K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$263K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$622K
2
IWM
IHT Wealth Management
Illinois
-$484K
3
FIA
Foundations Investment Advisors
Arizona
-$479K
4
AI
Atria Investments
North Carolina
-$420K
5
TF
Trek Financial
Arizona
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
51
NVWM LLC
Pennsylvania
$40K – – –
SCA
52
Stonebridge Capital Advisors
Minnesota
$36K – – –
PAG
53
Private Advisor Group
New Jersey
$33K +$31K +2,060 New
NSIM
54
North Star Investment Management
Illinois
$24K – – –
S
55
SignatureFD
Georgia
$24K – – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$21K +$437 +29 +2%
SIM
57
Sonora Investment Management
Arizona
$19K +$18.1K +1,200 New
CFA
58
Carroll Financial Associates
North Carolina
$17K – – –
GWMIA
59
Global Wealth Management Investment Advisory
Florida
$16K – – –
SFS
60
Sowell Financial Services
Arkansas
$16K – – –
AA
61
Ancora Advisors
Ohio
$11K – – –
FCM
62
Firestone Capital Management
Florida
$9K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$5K +$4.52K +300 New
PGAM
64
Princeton Global Asset Management
New Jersey
$4K -$15 -1 -0.4%
SL
65
Savior LLC
Massachusetts
$1K – – –
LCM
66
Landscape Capital Management
New Jersey
– -$622K -46,642 Closed
FIA
67
Foundations Investment Advisors
Arizona
– -$479K -38,933 Closed
AI
68
Atria Investments
North Carolina
– -$420K -31,478 Closed
TF
69
Trek Financial
Arizona
– -$367K -27,525 Closed
CAN
70
Claraphi Advisory Network
United States
– -$161K -12,075 Closed
RIG
71
Ramiah Investment Group
Wisconsin
– -$146K -10,935 Closed
RJA
72
Raymond James & Associates
Florida
– -$144K -10,810 Closed
EWM
73
EPG Wealth Management
Georgia
– -$64K -4,765 Closed
ASN
74
Advisory Services Network
Georgia
– -$56K -4,202 Closed
AIC
75
Ameritas Investment Company
Nebraska
– -$23K -1,760 Closed
1 2
3
4

PCN Hedge Fund Activity: Q2 2020 in Review

66 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q2 2020, worth a combined $49.5M — up 34% from $36.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PCN and 8 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Beacon Pointe Advisors, adding an estimated $3.32M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $622K sold.

  • 66 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q2 2020, down from 69 in Q1 2020.
  • Funds reported $49.5M of PIMCO Corporate & Income Strategy Fund stock for Q2 2020, up 34% quarter-over-quarter.
  • 8 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q2 2020 and 11 closed out, a net change of -3 holders.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q2 2020 was Beacon Pointe Advisors, an estimated $3.32M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q2 2020 was Landscape Capital Management, an estimated $622K sold.

Based on aggregated 13F filings for Q2 2020.