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 %
GWSG
76
GPS Wealth Strategies Group
Colorado
$62.2K -$10.4K -775 -14%
DP
77
Denver PWM
Colorado
$56.4K -$13.2K -985 -19%
HPC
78
HM Payson & Co
Maine
$49.4K – – –
BFPW
79
BOK Financial Private Wealth
Colorado
$46.2K – – –
BCMLT
80
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.4K – – –
HIA
81
Harbor Investment Advisory
Maryland
$27.8K – – –
WSFS
82
Wilmington Savings Fund Society
Delaware
$26.7K – – –
HCM
83
Hollencrest Capital Management
California
$24.6K – – –
VWWMG
84
Vermillion & White Wealth Management Group
Pennsylvania
$24.2K +$24.2K +1,806 New
CA
85
Clearstead Advisors
Ohio
$22.8K – – –
PP
86
PFS Partners
New Jersey
$20.1K – – –
HI
87
Harbour Investments
Wisconsin
$19.9K +$215 +16 +1%
WT
88
Washington Trust
Rhode Island
$19K +$19K +1,416 New
TSMHT
89
Thurston Springer Miller Herd & Titak
Indiana
$17.4K – – –
RCM
90
Raleigh Capital Management
North Carolina
$13.8K – – –
FIA
91
FNY Investment Advisers
New York
$13K – – –
US Bancorp
92
US Bancorp
Minnesota
$6.44K – – –
KFI
93
Key Financial Inc
Pennsylvania
$4.19K – – –
GM
94
GeoWealth Management
Illinois
$4.03K – – –
CPBTD
95
Central Pacific Bank - Trust Division
Hawaii
$684 – – –
NS
96
NBC Securities
Alabama
$91 -$104K -6,844 -100%
ASN
97
Advisory Services Network
Georgia
– -$269K -20,364 Closed
Millennium Management
98
Millennium Management
New York
– -$183K -12,880 Closed
SFS
99
Symphony Financial Services
Ohio
– -$156K -10,966 Closed
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
– -$43K -3,033 Closed
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4
5