PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

80 hedge funds and large institutions have $59.2M invested in PIMCO Corporate & Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
25
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.04M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.23M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.15M
4
AWS
4
Atria Wealth Solutions
New York
$1.3M
5
VF
5
Virtu Financial
New York
$369K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.23M
4
BPA
4
Beacon Pointe Advisors
California
$507K
5
CAN
5
Cetera Advisor Networks
California
$809K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.23M 610,169 +76,041 +14%
BA
2
Bridge Advisory
California
$6.18M 521,275 +11,537 +2%
ECA
3
Elevated Capital Advisors
Utah
$5.72M 482,425 +19,926 +4%
Invesco
4
Invesco
Georgia
$3.52M 297,222 +1,746 +0.6%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.33M 280,555 +26,226 +10%
LPL Financial
6
LPL Financial
California
$2.88M 243,080 -10,573 -4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.23M 188,084 -40,156 -18%
GC
8
Guggenheim Capital
Illinois
$2.04M 172,220 +81,793 +90%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.83M 154,335 -8,992 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.76M 148,722 -2,120 -1%
PCM
11
Penserra Capital Management
California
$1.69M 142,427 +12,773 +10%
AF
12
Allworth Financial
California
$1.41M 119,289 +4,412 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.38M 116,740 +14,719 +14%
AWS
14
Atria Wealth Solutions
New York
$1.3M 108,559 +31,621 +41%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.15M 97,051 +70,931 +272%
AR
16
Advisory Research
Illinois
$1.07M 90,000 – –
CWP
17
Cyndeo Wealth Partners
Florida
$1.06M 89,846 +89,846 New
UBS Group
18
UBS Group
Switzerland
$1.05M 88,787 -5,057 -5%
Bank of America
19
Bank of America
North Carolina
$887K 74,828 +5,566 +8%
NA
20
NewEdge Advisors
Louisiana
$818K 69,001 +1,975 +3%
CAN
21
Cetera Advisor Networks
California
$809K 68,246 -21,889 -24%
PFS
22
Prospera Financial Services
Texas
$713K 60,177 +1,088 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$602K 50,810 +4,923 +11%
KAS
24
Kestra Advisory Services
Texas
$601K 50,755 +10,488 +26%
NL
25
NWAM LLC
Washington
$568K 47,929 -6,705 -12%
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