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PCN

PIMCO Corporate & Income Strategy Fund

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: 12 (+1)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

13% more funds holding

Funds holding: 8899 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Farther Finance Advisors
California
$83.4K
CA
77
CoreCap Advisors
Michigan
$70.5K
GWSG
78
GPS Wealth Strategies Group
Colorado
$62.2K -$10.8K -775 -14%
DP
79
Denver PWM
Colorado
$56.4K -$13.7K -985 -19%
HPC
80
HM Payson & Co
Maine
$49.4K
BFPW
81
BOK Financial Private Wealth
Colorado
$46.2K
BCMLT
82
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.4K
HIA
83
Harbor Investment Advisory
Maryland
$27.8K
WSFS
84
Wilmington Savings Fund Society
Delaware
$26.7K
HCM
85
Hollencrest Capital Management
California
$24.6K
VWWMG
86
Vermillion & White Wealth Management Group
Pennsylvania
$24.2K +$25.1K +1,806 New
CA
87
Clearstead Advisors
Ohio
$22.8K
PP
88
PFS Partners
New Jersey
$20.1K
HI
89
Harbour Investments
Wisconsin
$19.9K +$222 +16 +1%
WT
90
Washington Trust
Rhode Island
$19K +$19.7K +1,416 New
TSMHT
91
Thurston Springer Miller Herd & Titak
Indiana
$17.4K
RCM
92
Raleigh Capital Management
North Carolina
$13.8K
FIA
93
FNY Investment Advisers
New York
$13K
US Bancorp
94
US Bancorp
Minnesota
$6.44K
MWA
95
Medallion Wealth Advisors
Connecticut
$5.46K +$5.55K +400 New
KFI
96
Key Financial Inc
Pennsylvania
$4.19K
GM
97
GeoWealth Management
Illinois
$4.03K
CPBTD
98
Central Pacific Bank - Trust Division
Hawaii
$684
NS
99
NBC Securities
Alabama
$91 -$95K -6,844 -100%
ASN
100
Advisory Services Network
Georgia
-$269K -20,364 Closed

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.