PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

84 hedge funds and large institutions have $62.6M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
17
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$1.41M
2
GC
2
Guggenheim Capital
Illinois
$5.31M
3
VF
3
Virtu Financial
New York
$755K
4
LPL Financial
4
LPL Financial
California
$3.72M
5
HF
5
HRT Financial
New York
$491K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$195K
3
PCM
3
Penserra Capital Management
California
$0
4
AWS
4
Atria Wealth Solutions
New York
$527K
5
ACM
5
Arlington Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$140K +$140K +11,467 New
Millennium Management
52
Millennium Management
New York
$138K +$138K +11,358 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$137K -$3.7K -304 -3%
RJA
54
Raymond James & Associates
Florida
$129K +$129K +10,593 New
SPC
55
Sigma Planning Corp
Michigan
$125K +$125K +10,273 New
Stifel Financial
56
Stifel Financial
Missouri
$124K – – –
NS
57
NBC Securities
Alabama
$96K +$96K +7,938 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$94.7K – – –
GWSG
59
GPS Wealth Strategies Group
Colorado
$77.7K -$4.21K -346 -5%
CTC
60
Central Trust Company
Missouri
$53.7K +$53.7K +4,410 New
Comerica Bank
61
Comerica Bank
Texas
$47.2K +$47.2K +3,881 New
BFPW
62
BOK Financial Private Wealth
Colorado
$41.9K – – –
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.8K – – –
HI
64
Harbour Investments
Wisconsin
$37.2K +$609 +50 +2%
IA
65
IFP Advisors
Florida
$32.2K +$840 +69 +3%
HIA
66
Harbor Investment Advisory
Maryland
$25.9K – – –
AA
67
Ancora Advisors
Ohio
$24.3K – – –
HCM
68
Hollencrest Capital Management
California
$22.3K -$42.3K -3,475 -65%
SCA
69
Stonebridge Capital Advisors
Minnesota
$20.7K – – –
ICM
70
Intrepid Capital Management
Florida
$18.5K -$19.9K – –
PP
71
PFS Partners
New Jersey
$18.3K – – –
FPB
72
First PREMIER Bank
South Dakota
$14K – – –
EC
73
Elequin Capital
New York
$13.3K +$13.3K +1,095 New
FIA
74
FNY Investment Advisers
New York
$12K – – –
TWC
75
TD Waterhouse Canada
Ontario, Canada
$11.9K – – –
1 2
3
4