PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

96 hedge funds and large institutions have $130M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
28
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$13.9M
2
GL
GHE LLC
Tennessee
$7.52M
3
MHFA
Mission Hills Financial Advisory
California
$11.7M
4
PS
Principal Securities
Iowa
$13M
5
VVP
Venture Visionary Partners
Ohio
$1.76M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.08M
2
CWP
Cyndeo Wealth Partners
Florida
$1.92M
3
ASN
Advisory Services Network
Georgia
$0
4
Millennium Management
Millennium Management
New York
$0
5
SFS
Symphony Financial Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$269K -$27.2K -2,028 -9%
VF
52
Virtu Financial
New York
$260K +$260K +19,403 New
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$260K +$260K +19,372 New
DA
54
Detalus Advisors
Missouri
$249K – – –
Walleye Capital
55
Walleye Capital
New York
$233K +$233K +17,383 New
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$231K – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$228K +$228K +17,025 New
SWP
58
Semus Wealth Partners
Florida
$205K -$20.8K -1,552 -9%
IWM
59
IHT Wealth Management
Illinois
$201K +$24.7K +1,841 +14%
AC
60
Aristides Capital
Kentucky
$180K +$180K +13,420 New
Creative Planning
61
Creative Planning
Kansas
$172K +$37.1K +2,764 +28%
SVWAG
62
Sound View Wealth Advisors Group
Georgia
$163K – – –
SSWM
63
Sheets Smith Wealth Management
North Carolina
$160K – – –
EC
64
Elequin Capital
New York
$159K +$159K +11,821 New
MML Investors Services
65
MML Investors Services
Massachusetts
$154K -$15.8K -1,177 -9%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$145K +$145K +10,810 New
ACI
67
Alpha Cubed Investments
California
$144K +$144K +10,707 New
CWM
68
Collaborative Wealth Management
Florida
$142K -$13.4K -1,000 -9%
TW
69
Transform Wealth
Colorado
$137K – – –
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$134K – – –
Comerica Bank
71
Comerica Bank
Texas
$119K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$111K -$14.5K -1,081 -12%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$104K – – –
FFA
74
Farther Finance Advisors
California
$83.4K – – –
CA
75
CoreCap Advisors
Michigan
$70.5K – – –
1 2
3
4 5