PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

73 hedge funds and large institutions have $66M invested in PIMCO Corporate & Income Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
21
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Elevated Capital Advisors
Utah
$5.47M
2
Invesco
2
Invesco
Georgia
$4.25M
3
AF
3
Allworth Financial
California
$2.25M
4
BA
4
Bridge Advisory
California
$5.37M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.77M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$3.13M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$1.16M
4
UBS Group
4
UBS Group
Switzerland
$1.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.64M 358,536 +47,004 +15%
ECA
2
Elevated Capital Advisors
Utah
$5.47M 347,806 +347,806 New
BA
3
Bridge Advisory
California
$5.37M 341,352 +77,823 +30%
Morgan Stanley
4
Morgan Stanley
New York
$5.32M 337,712 -26,703 -7%
Invesco
5
Invesco
Georgia
$4.25M 270,056 +270,056 New
LPL Financial
6
LPL Financial
California
$3.93M 249,790 -3,646 -1%
BPA
7
Beacon Pointe Advisors
California
$3.13M 198,553 -76,421 -28%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.77M 175,767 +48,441 +38%
GL
9
GHE LLC
Tennessee
$2.68M 170,196 +2,061 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.53M 160,677 +9,508 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.44M 157,578 -18,443 -10%
AF
12
Allworth Financial
California
$2.25M 142,662 +142,662 New
UBS Group
13
UBS Group
Switzerland
$1.74M 110,796 -31,427 -22%
ACM
14
Anfield Capital Management
California
$1.59M 100,986 +28,846 +40%
AR
15
Advisory Research
Illinois
$1.42M 90,000 – –
Bank of America
16
Bank of America
North Carolina
$1.16M 73,689 -33,597 -31%
CAN
17
Cetera Advisor Networks
California
$1.05M 66,625 -10,909 -14%
NA
18
NewEdge Advisors
Louisiana
$940K 59,693 +4,736 +9%
NL
19
NWAM LLC
Washington
$877K 55,712 -963 -2%
PFS
20
Prospera Financial Services
Texas
$852K 54,125 +10,797 +25%
MML Investors Services
21
MML Investors Services
Massachusetts
$801K 50,876 -1,399 -3%
Wells Fargo
22
Wells Fargo
California
$767K 48,721 -3,859 -7%
AWS
23
Atria Wealth Solutions
New York
$749K 47,401 +47,401 New
AWM
24
Apollon Wealth Management
South Carolina
$724K 45,993 -4,488 -9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$706K 44,829 -19,246 -30%
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