PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

77 hedge funds and large institutions have $49.3M invested in PIMCO Corporate & Income Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.36M
2
GC
2
Guggenheim Capital
Illinois
$473K
3
BA
3
Bridge Advisory
California
$4.86M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.04M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.48M

Top Sellers

1
GL
1
GHE LLC
Tennessee
$0
2
BPA
2
Beacon Pointe Advisors
California
$1.1M
3
LPL Financial
3
LPL Financial
California
$2.84M
4
AWM
4
Apollon Wealth Management
South Carolina
$275K
5
AF
5
Allworth Financial
California
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$54K +$37.8K +3,034 +234%
WOC
52
West Oak Capital
California
$53K – – –
IA
53
IFP Advisors
Florida
$45K – – –
BCMLT
54
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K – – –
GWM
55
Geneos Wealth Management
Colorado
$42K – – –
HI
56
Harbour Investments
Wisconsin
$39K +$39K +3,051 New
FPB
57
First PREMIER Bank
South Dakota
$36K – – –
AIP
58
Ahrens Investment Partners
Louisiana
$33K – – –
NL
59
NVWM LLC
Pennsylvania
$32K – – –
BBHC
60
Brown Brothers Harriman & Co
New York
$32K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$32K – – –
HIA
62
Harbor Investment Advisory
Maryland
$27K – – –
SCA
63
Stonebridge Capital Advisors
Minnesota
$21K – – –
NSIM
64
North Star Investment Management
Illinois
$19K – – –
PP
65
PFS Partners
New Jersey
$19K – – –
US Bancorp
66
US Bancorp
Minnesota
$18K – – –
CWM
67
Castle Wealth Management
Florida
$13K +$13K +1,000 New
TWC
68
TD Waterhouse Canada
Ontario, Canada
$12.7K – – –
VVP
69
Venture Visionary Partners
Ohio
$8.26K +$8.26K +653 New
FIA
70
FNY Investment Advisers
New York
$8K – – –
SL
71
Savior LLC
Massachusetts
$6K – – –
BWA
72
BDO Wealth Advisors
Florida
$4K – – –
KFI
73
Key Financial Inc
Pennsylvania
$4K – – –
CI
74
CX Institutional
Indiana
$4K +$4K +347 New
PGAM
75
Princeton Global Asset Management
New Jersey
$3K – – –
1 2
3
4