PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

75 hedge funds and large institutions have $64.2M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.23M
2
RWA
2
Redmont Wealth Advisors
Illinois
$941K
3
IAIM
3
International Assets Investment Management
Florida
$912K
4
CWP
4
Cyndeo Wealth Partners
Florida
$1.86M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.07M

Top Sellers

1
AR
1
Advisory Research
Illinois
$0
2
NL
2
NWAM LLC
Washington
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
VF
4
Virtu Financial
New York
$127K
5
EC
5
Elequin Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.32M 663,133 +52,964 +9%
BA
2
Bridge Advisory
California
$6.89M 549,555 +28,280 +5%
ECA
3
Elevated Capital Advisors
Utah
$6.21M 495,532 +13,107 +3%
Invesco
4
Invesco
Georgia
$3.59M 286,333 -10,889 -4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.52M 280,594 +39 +0%
LPL Financial
6
LPL Financial
California
$3.24M 258,575 +15,495 +6%
GC
7
Guggenheim Capital
Illinois
$3.23M 257,241 +85,021 +49%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$3.07M 244,739 +56,655 +30%
PCM
9
Penserra Capital Management
California
$2.27M 181,288 +38,861 +27%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.89M 150,468 +1,746 +1%
CWP
11
Cyndeo Wealth Partners
Florida
$1.86M 148,645 +58,799 +65%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.49M 119,121 +2,381 +2%
AWS
13
Atria Wealth Solutions
New York
$1.41M 111,409 +2,850 +3%
AF
14
Allworth Financial
California
$1.33M 105,710 -13,579 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.2M 95,886 -1,165 -1%
UBS Group
16
UBS Group
Switzerland
$982K 78,279 -10,508 -12%
RWA
17
Redmont Wealth Advisors
Illinois
$941K 75,053 +75,053 New
NA
18
NewEdge Advisors
Louisiana
$925K 71,686 +2,685 +4%
CAN
19
Cetera Advisor Networks
California
$916K 73,034 +4,788 +7%
IAIM
20
International Assets Investment Management
Florida
$912K 72,734 +72,734 New
Bank of America
21
Bank of America
North Carolina
$843K 67,258 -7,570 -10%
PFS
22
Prospera Financial Services
Texas
$797K 63,556 +3,379 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$663K 52,839 +2,029 +4%
Wells Fargo
24
Wells Fargo
California
$559K 44,588 -2,332 -5%
KAS
25
Kestra Advisory Services
Texas
$509K 40,601 -10,154 -20%
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