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PCN

PIMCO Corporate & Income Strategy Fund

61 hedge funds and large institutions have $56M invested in PIMCO Corporate & Income Strategy Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

3% less capital invested

Capital invested by funds: $57.5M → $56M (-$1.5M)

1.36% less ownership

Funds ownership: 10.78%9.42% (-1.4%)

2% less funds holding

Funds holding: 6261 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
19
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1
Cornerstone Financial Partners
North Carolina
$9.28M +$4.32M +297,014 +97%
Bessemer Group
2
Bessemer Group
New Jersey
$6.74M -$7.76M -533,356 -55%
UBS Group
3
UBS Group
Switzerland
$3.96M +$696K +47,803 +23%
GC
4
Guggenheim Capital
Illinois
$3.61M -$477K -32,772 -12%
Invesco
5
Invesco
Georgia
$3.29M -$426K -29,306 -12%
Morgan Stanley
6
Morgan Stanley
New York
$3.14M -$220K -15,105 -7%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$2.82M +$1.1M +75,845 +71%
NPC
8
National Planning Corporation
California
$2.54M +$1.52M +104,414 +170%
LPL Financial
9
LPL Financial
California
$2.15M -$1.43M -98,032 -41%
WCM
10
Wunderlich Capital Managemnt
Tennessee
$2.15M +$48.8K +3,356 +2%
TF
11
Trutina Financial
Washington
$1.69M +$3.64K +250 +0.2%
AR
12
Advisory Research
Illinois
$1.46M
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.17M +$537K +36,890 +94%
Wells Fargo
14
Wells Fargo
California
$1.08M -$5.43K -373 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1M +$135K +9,304 +17%
NL
16
NWAM LLC
Washington
$860K -$6.85K -471 -0.8%
Bank of America
17
Bank of America
North Carolina
$795K +$35.2K +2,416 +5%
MFS
18
MSI Financial Services
Massachusetts
$737K -$5.28K -363 -0.8%
ICOA
19
Investment Centers of America
North Dakota
$676K +$293K +20,112 +85%
AG
20
Advisor Group
Arizona
$533K +$507K +34,841 New
FAAS
21
First Allied Advisory Services
California
$526K +$2.18K +150 +0.4%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$497K -$18.9K -1,300 -4%
SWP
23
Stratos Wealth Partners
Ohio
$439K
Stifel Financial
24
Stifel Financial
Missouri
$420K -$1.26M -86,590 -76%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$419K -$27.6K -1,898 -7%

PCN Hedge Fund Activity: Q2 2016 in Review

61 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q2 2016, worth a combined $56M — down 2.6% from $57.5M a quarter earlier.

Fund positioning in PCN was balanced in Q2 2016: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 19 trimmed.

The largest buyer was Cornerstone Financial Partners, adding an estimated $4.32M. The largest seller was Bessemer Group, cutting an estimated $7.76M.

  • 61 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q2 2016, down from 62 in Q1 2016.
  • Funds reported $56M of PIMCO Corporate & Income Strategy Fund stock for Q2 2016, down 2.6% quarter-over-quarter.
  • 6 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q2 2016 and 6 closed out, a net change of 0 holders.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q2 2016 was Cornerstone Financial Partners, an estimated $4.32M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q2 2016 was Bessemer Group, an estimated $7.76M sold.

Based on aggregated 13F filings for Q2 2016.