PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

67 hedge funds and large institutions have $57.1M invested in PIMCO Corporate & Income Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$10M
2
AR
2
Advisory Research
Illinois
$3.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.06M
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
Stifel Financial
5
Stifel Financial
Missouri
$189K

Top Sellers

1
AWM
1
Apollon Wealth Management
South Carolina
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.25M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.74M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.35M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$10M 581,072 +160,159 +38%
UBS Group
2
UBS Group
Switzerland
$5.29M 306,992 -1,416 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$5.25M 304,789 -52,807 -15%
Bank of America
4
Bank of America
North Carolina
$3.2M 185,655 +1,343 +0.7%
LPL Financial
5
LPL Financial
California
$3.16M 183,352 +340 +0.2%
AR
6
Advisory Research
Illinois
$3.1M 180,000 +90,000 +100%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.74M 158,909 -45,613 -22%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.62M 151,860 -7,272 -5%
ECA
9
Elevated Capital Advisors
Utah
$2.46M 142,377 -5,801 -4%
CAN
10
Cetera Advisor Networks
California
$1.77M 102,805 +12,500 +14%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.41M 81,537 +1,352 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.35M 77,938 -27,712 -26%
ACM
13
Anfield Capital Management
California
$1.27M 73,712 -8,864 -11%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.06M 61,521 +13,849 +29%
Wells Fargo
15
Wells Fargo
California
$873K 50,608 -1,350 -3%
NL
16
NWAM LLC
Washington
$864K 50,126 +4,437 +10%
KAS
17
Kestra Advisory Services
Texas
$842K 49,122 +7,159 +17%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$786K 45,588 +2,270 +5%
IAIM
19
International Assets Investment Management
Florida
$692K 40,142 +3,611 +10%
SWP
20
Stratos Wealth Partners
Ohio
$583K 33,835 +74 +0.2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$505K 29,342 -2,102 -7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$486K 28,208 -472 -2%
Truist Financial
23
Truist Financial
North Carolina
$468K 27,144 – –
GWSG
24
GPS Wealth Strategies Group
Colorado
$430K 24,962 -12,793 -34%
JFA
25
Johanson Financial Advisors
California
$425K 24,625 +10,645 +76%
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