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PCN

PIMCO Corporate & Income Strategy Fund

57 hedge funds and large institutions have $52.2M invested in PIMCO Corporate & Income Strategy Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $47.1M → $52.2M (+$5.06M)

1.67% more ownership

Funds ownership: 8.65%10.33% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5857 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
16
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
1
Bessemer Group
New Jersey
$13.6M +$7.35M +545,008 +111%
Morgan Stanley
2
Morgan Stanley
New York
$3.66M +$416K +30,883 +12%
GC
3
Guggenheim Capital
Illinois
$3.52M -$103K -7,676 -3%
UBS Group
4
UBS Group
Switzerland
$3.23M +$1.06M +78,785 +47%
Invesco
5
Invesco
Georgia
$3.2M +$619K +45,954 +23%
SIA
6
Sit Investment Associates
Minnesota
$2.41M +$2.47M +183,311 New
AR
7
Advisory Research
Illinois
$2.38M -$1.41M -104,436 -37%
WCM
8
Wunderlich Capital Managemnt
Tennessee
$1.72M +$31.1K +2,310 +2%
SG Americas Securities
9
SG Americas Securities
New York
$1.56M +$989K +73,360 +162%
TF
10
Trutina Financial
Washington
$1.43M -$89.2K -6,620 -6%
MIG
11
Mariner Investment Group
New York
$1.35M +$864K +64,123 +166%
Bank of America
12
Bank of America
North Carolina
$1.27M -$134K -9,974 -9%
LPL Financial
13
LPL Financial
California
$1.13M -$921K -68,325 -45%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.09M +$1.01M +75,078 +960%
Wells Fargo
15
Wells Fargo
California
$914K -$322K -23,901 -26%
NPC
16
National Planning Corporation
California
$854K -$95.1K -7,052 -10%
CIA
17
Capital Investment Advisors
Georgia
$575K -$24.5K -1,815 -4%
FAAS
18
First Allied Advisory Services
California
$567K -$21.6K -1,600 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$522K +$117K +8,709 +28%
EVM
20
Eaton Vance Management
Massachusetts
$522K +$521K +38,628 New
CRC
21
Curi RMB Capital
Illinois
$477K +$490K +36,318 New
DA
22
Doliver Advisors
Texas
$463K -$969K -71,858 -67%
TCM
23
Traynor Capital Management
Pennsylvania
$461K -$171K -12,652 -26%
Creative Planning
24
Creative Planning
Kansas
$457K +$16.9K +1,252 +4%
SSWM
25
Sheets Smith Wealth Management
North Carolina
$449K

PCN Hedge Fund Activity: Q3 2015 in Review

57 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q3 2015, worth a combined $52.2M — up 11% from $47.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PCN and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 16 added.

The largest buyer was Bessemer Group, adding an estimated $7.35M. The largest seller was Advisory Research, cutting an estimated $1.41M.

  • 57 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q3 2015, down from 58 in Q2 2015.
  • Funds reported $52.2M of PIMCO Corporate & Income Strategy Fund stock for Q3 2015, up 11% quarter-over-quarter.
  • 5 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q3 2015 and 6 closed out, a net change of -1 holder.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q3 2015 was Bessemer Group, an estimated $7.35M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q3 2015 was Advisory Research, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2015.