PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

83 hedge funds and large institutions have $97.6M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 15 closing their positions.

Holders
83
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.83M
2
PCM
2
Penserra Capital Management
California
$2.6M
3
GC
3
Guggenheim Capital
Illinois
$8.3M
4
VVP
4
Venture Visionary Partners
Ohio
$1.21M
5
PS
5
Principal Securities
Iowa
$10.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.66M
2
FFN
2
Focus Financial Network
Minnesota
$0
3
EC
3
Elequin Capital
New York
$0
4
ACM
4
Arlington Capital Management
Illinois
$0
5
BA
5
Bridge Advisory
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
51
Sound View Wealth Advisors Group
Georgia
$169K 12,123 -5,913 -33%
CWM
52
Collaborative Wealth Management
Florida
$164K 11,766 -1,210 -9%
IWM
53
IHT Wealth Management
Illinois
$163K 11,695 +946 +9%
TW
54
Transform Wealth
Colorado
$142K 10,095 +90 +0.9%
LW
55
Linscomb Wealth
Texas
$141K 10,072 +10,072 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$140K 10,028 +10,028 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$131K 9,365 +581 +7%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$107K 7,660 +7,660 New
NS
59
NBC Securities
Alabama
$95K 6,850 – –
GWSG
60
GPS Wealth Strategies Group
Colorado
$89.2K 6,387 – –
CA
61
CoreCap Advisors
Michigan
$73.4K 5,255 +5,255 New
Comerica Bank
62
Comerica Bank
Texas
$54.2K 3,881 – –
BFPW
63
BOK Financial Private Wealth
Colorado
$48.1K 3,412 – –
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.9K 2,859 -2 -0.1%
HIA
65
Harbor Investment Advisory
Maryland
$28.9K 2,071 -61 -3%
TAM
66
Tucker Asset Management
Colorado
$28.9K 2,066 +2,066 New
HCM
67
Hollencrest Capital Management
California
$25.6K 1,835 – –
HI
68
Harbour Investments
Wisconsin
$23K 1,649 +18 +1%
PP
69
PFS Partners
New Jersey
$21K 1,500 – –
FPB
70
First PREMIER Bank
South Dakota
$17K 1,187 – –
TWC
71
TD Waterhouse Canada
Ontario, Canada
$14K 1,000 – –
SPIA
72
Steward Partners Investment Advisory
New York
$13.2K 948 +948 New
RCM
73
Raleigh Capital Management
North Carolina
$12.9K 925 – –
CTC
74
Central Trust Company
Missouri
$11.2K 800 -885 -53%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$9.78K 700 +700 New
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3
4