PCN

PIMCO Corporate & Income Strategy Fund

83 hedge funds and large institutions have $86.5M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
26
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
51
Collaborative Wealth Management
Florida
$161K -$4.26K -343 -3%
BAG
52
Bridgewealth Advisory Group
California
$160K
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$140K
IWM
54
IHT Wealth Management
Illinois
$133K -$9.28K -748 -7%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$130K -$23.8K -1,921 -15%
Stifel Financial
56
Stifel Financial
Missouri
$127K
TW
57
Transform Wealth
Colorado
$125K +$125K +10,005 New
MC
58
Moors & Cabot
Massachusetts
$125K +$125K +10,085 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$109K +$12.4K +1,000 +13%
NS
60
NBC Securities
Alabama
$85K -$13.5K -1,088 -14%
GWSG
61
GPS Wealth Strategies Group
Colorado
$79.3K
Comerica Bank
62
Comerica Bank
Texas
$48.2K
BFPW
63
BOK Financial Private Wealth
Colorado
$42.7K
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.8K -$292 -24 -0.8%
HIA
65
Harbor Investment Advisory
Maryland
$26.5K
AA
66
Ancora Advisors
Ohio
$24.8K
HCM
67
Hollencrest Capital Management
California
$22.8K
CTC
68
Central Trust Company
Missouri
$20.9K -$33.8K -2,725 -62%
HI
69
Harbour Investments
Wisconsin
$20.2K -$17.7K -1,423 -47%
PP
70
PFS Partners
New Jersey
$18.6K
IA
71
IFP Advisors
Florida
$17K -$15.9K -1,281 -48%
FPB
72
First PREMIER Bank
South Dakota
$15K
MSWM
73
McGlone Suttner Wealth Management
Wisconsin
$14.8K +$14.8K +1,192 New
TWC
74
TD Waterhouse Canada
Ontario, Canada
$12.5K
LFA
75
Livelsberger Financial Advisory
Ohio
$12.4K +$12.4K +1,000 New