PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

82 hedge funds and large institutions have $96.1M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
32
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
Insigneo Advisory Services
Florida
$3.27M
2
CPRC
Consolidated Portfolio Review Corp
New York
$1.71M
3
Morgan Stanley
Morgan Stanley
New York
$10.7M
4
GC
Guggenheim Capital
Illinois
$9.42M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.2M

Top Sellers

1
AWM
Axxcess Wealth Management
California
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$1.59M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
4
BAG
Bridgewealth Advisory Group
California
$0
5
LW
Linscomb Wealth
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
51
Keel Point
Alabama
$163K +$163K +12,300 New
SVWAG
52
Sound View Wealth Advisors Group
Georgia
$160K – – –
RJFSA
53
Raymond James Financial Services Advisors
Florida
$159K -$35.5K -2,685 -18%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$158K -$23.8K -1,800 -13%
CWM
55
Collaborative Wealth Management
Florida
$155K – – –
SFS
56
Symphony Financial Services
Ohio
$141K +$141K +10,449 New
TW
57
Transform Wealth
Colorado
$134K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$124K – – –
Comerica Bank
59
Comerica Bank
Texas
$117K +$66.1K +5,000 +129%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$103K – – –
NS
61
NBC Securities
Alabama
$90K – – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$84.4K – – –
DP
63
Denver PWM
Colorado
$77.1K +$77.1K +5,838 New
CA
64
CoreCap Advisors
Michigan
$69.4K – – –
BFPW
65
BOK Financial Private Wealth
Colorado
$45.5K – – –
BCMLT
66
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.8K – – –
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$28K +$19.5K +1,516 +230%
HIA
68
Harbor Investment Advisory
Maryland
$27.4K – – –
HCM
69
Hollencrest Capital Management
California
$24.2K – – –
CA
70
Clearstead Advisors
Ohio
$22.5K +$22.5K +1,700 New
HI
71
Harbour Investments
Wisconsin
$22K +$251 +19 +1%
PP
72
PFS Partners
New Jersey
$19.8K – – –
FPB
73
First PREMIER Bank
South Dakota
$16K – – –
TAM
74
Tucker Asset Management
Colorado
$13.6K -$13.7K -1,039 -50%
RCM
75
Raleigh Capital Management
North Carolina
$13.5K +$1.32K +100 +11%
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