PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

87 hedge funds and large institutions have $119M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
32
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$12.1M
2
GL
2
GHE LLC
Tennessee
$4.36M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.31M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.88M
5
PS
5
Principal Securities
Iowa
$12.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
HF
3
HRT Financial
New York
$0
4
KP
4
Keel Point
Alabama
$0
5
SWP
5
Semus Wealth Partners
Florida
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$183K +$183K +12,880 New
MML Investors Services
52
MML Investors Services
Massachusetts
$179K -$82.2K -5,796 -31%
SVWAG
53
Sound View Wealth Advisors Group
Georgia
$172K – – –
SSWM
54
Sheets Smith Wealth Management
North Carolina
$170K – – –
CWM
55
Collaborative Wealth Management
Florida
$165K -$2.1K -148 -1%
SFS
56
Symphony Financial Services
Ohio
$156K +$7.34K +517 +5%
TW
57
Transform Wealth
Colorado
$144K – – –
Creative Planning
58
Creative Planning
Kansas
$143K +$143K +10,043 New
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$142K +$142K +10,000 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$133K – – –
Comerica Bank
61
Comerica Bank
Texas
$126K – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$109K – – –
NS
63
NBC Securities
Alabama
$97K – – –
FFA
64
Farther Finance Advisors
California
$88.1K +$77.3K +5,450 +715%
IAIM
65
International Assets Investment Management
Florida
$84.9K +$79.1K +1,122,875 +1,356%
GWSG
66
GPS Wealth Strategies Group
Colorado
$76.8K -$13.8K -975 -15%
CA
67
CoreCap Advisors
Michigan
$74.6K – – –
DP
68
Denver PWM
Colorado
$73.6K -$9.24K -651 -11%
HPC
69
HM Payson & Co
Maine
$52.2K +$52.2K +3,679 New
BFPW
70
BOK Financial Private Wealth
Colorado
$48.8K – – –
HGERS
71
Householder Group Estate & Retirement Specialist
Arizona
$43K +$12.2K +857 +39%
BCMLT
72
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.6K – – –
HIA
73
Harbor Investment Advisory
Maryland
$29.4K – – –
WSFS
74
Wilmington Savings Fund Society
Delaware
$28.3K +$28.3K +1,992 New
HCM
75
Hollencrest Capital Management
California
$26K – – –
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3
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