PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

69 hedge funds and large institutions have $71.6M invested in PIMCO Corporate & Income Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
22
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bridge Advisory
California
$4.77M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.85M
3
LPL Financial
3
LPL Financial
California
$4.44M
4
JFA
4
Johanson Financial Advisors
California
$2.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.2M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$7.34M
2
Bank of America
2
Bank of America
North Carolina
$1.95M
3
IAIM
3
International Assets Investment Management
Florida
$0
4
CAN
4
Cetera Advisor Networks
California
$1.49M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$959K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$28K – – –
NSIM
52
North Star Investment Management
Illinois
$27K – – –
US Bancorp
53
US Bancorp
Minnesota
$25K – – –
SIM
54
Sonora Investment Management
Arizona
$22K – – –
CFA
55
Carroll Financial Associates
North Carolina
$16K – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$16K – – –
AA
57
Ancora Advisors
Ohio
$12K – – –
FCM
58
Firestone Capital Management
Florida
$11K – – –
CBT
59
CoreFirst Bank & Trust
Kansas
$9K – – –
SL
60
Savior LLC
Massachusetts
$9K – – –
KFI
61
Key Financial Inc
Pennsylvania
$6K – – –
CI
62
CX Institutional
Indiana
$6K +$6K +347 New
PGAM
63
Princeton Global Asset Management
New Jersey
$5K – – –
BWA
64
BDO Wealth Advisors
Florida
$5K – – –
AWM
65
Avior Wealth Management
Nebraska
$3K – – –
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +3 New
DOA
67
D'Orazio & Associates
Virginia
$1K +$31 +2 +3%
BBHC
68
Brown Brothers Harriman & Co
New York
$45 +$45 +2,500 New
IAIM
69
International Assets Investment Management
Florida
– -$821K -43,909 Closed
CPWM
70
Cypress Point Wealth Management
Texas
– -$209K -11,169 Closed
ASN
71
Advisory Services Network
Georgia
– -$76K -4,055 Closed
Citigroup
72
Citigroup
New York
– -$43K -2,300 Closed
BFEC
73
Benjamin F. Edwards & Company
Missouri
– -$26K -1,406 Closed
EFSCE
74
Enterprise Financial Services Corp (EFSC)
Missouri
– -$26K -1,391 Closed
WP
75
WealthShield Partners
North Carolina
– -$14K -733 Closed
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