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PCN

PIMCO Corporate & Income Strategy Fund
PCN

99 hedge funds and large institutions have $130M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

13% more funds holding

Funds holding: 88 → 99 (+11)

9% more capital invested

Capital invested by funds: $120M → $130M (+$10.8M)

0.17% less ownership

Funds ownership: 20.54% → 20.36% (-0.17%)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
29
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.56M
2
GL
GHE LLC
Tennessee
+$1.44M
3
MHFA
Mission Hills Financial Advisory
California
+$1.08M
4
PS
Principal Securities
Iowa
+$915K
5
VVP
Venture Visionary Partners
Ohio
+$666K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$15.6M
2
CWP
Cyndeo Wealth Partners
Florida
-$359K
3
ASN
Advisory Services Network
Georgia
-$269K
4
Millennium Management
Millennium Management
New York
-$183K
5
SFS
Symphony Financial Services
Ohio
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$271K +$80K +5,763 +40%
Stifel Financial
52
Stifel Financial
Missouri
$269K -$28.2K -2,028 -9%
VF
53
Virtu Financial
New York
$260K +$269K +19,403 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$260K +$269K +19,372 New
DA
55
Detalus Advisors
Missouri
$249K – – –
Walleye Capital
56
Walleye Capital
New York
$233K +$241K +17,383 New
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$231K – – –
IFG
58
Independent Financial Group
California
$229K +$486 +35 +0.2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$228K +$236K +17,025 New
SWP
60
Semus Wealth Partners
Florida
$205K -$21.6K -1,552 -9%
IWM
61
IHT Wealth Management
Illinois
$201K +$25.6K +1,841 +14%
AC
62
Aristides Capital
Kentucky
$180K +$186K +13,420 New
Creative Planning
63
Creative Planning
Kansas
$172K +$38.4K +2,764 +28%
SVWAG
64
Sound View Wealth Advisors Group
Georgia
$163K – – –
SSWM
65
Sheets Smith Wealth Management
North Carolina
$160K – – –
EC
66
Elequin Capital
New York
$159K +$164K +11,821 New
MML Investors Services
67
MML Investors Services
Massachusetts
$154K -$16.3K -1,177 -9%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$145K +$150K +10,810 New
ACI
69
Alpha Cubed Investments
California
$144K +$149K +10,707 New
CWM
70
Collaborative Wealth Management
Florida
$142K -$13.9K -1,000 -9%
TW
71
Transform Wealth
Colorado
$137K – – –
KFGK
72
Keystone Financial Group (Kentucky)
Kentucky
$134K – – –
Comerica Bank
73
Comerica Bank
Texas
$119K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$111K -$15K -1,081 -12%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$104K – – –
1 2
3
4 5

PCN Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q4 2024, worth a combined $130M — up 9% from $120M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PCN positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.56M. The largest seller was International Assets Investment Management, cutting an estimated $15.6M.

  • 99 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q4 2024, up from 88 in Q3 2024.
  • Funds reported $130M of PIMCO Corporate & Income Strategy Fund stock for Q4 2024, up 9% quarter-over-quarter.
  • 19 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.56M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q4 2024 was International Assets Investment Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2024.