PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

84 hedge funds and large institutions have $62.6M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
17
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$1.41M
2
GC
2
Guggenheim Capital
Illinois
$5.31M
3
VF
3
Virtu Financial
New York
$755K
4
LPL Financial
4
LPL Financial
California
$3.72M
5
HF
5
HRT Financial
New York
$491K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$195K
3
PCM
3
Penserra Capital Management
California
$0
4
AWS
4
Atria Wealth Solutions
New York
$527K
5
ACM
5
Arlington Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.91M 650,280 -4,051 -0.6%
BA
2
Bridge Advisory
California
$7.18M 590,143 +16,142 +3%
GC
3
Guggenheim Capital
Illinois
$5.31M 436,713 +88,611 +25%
ECA
4
Elevated Capital Advisors
Utah
$4.28M 351,752 -9,057 -3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.94M 323,777 +31,455 +11%
LPL Financial
6
LPL Financial
California
$3.72M 305,848 +42,772 +16%
GL
7
GHE LLC
Tennessee
$2.61M 214,282 +1,897 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.16M 177,545 +3,779 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.05M 168,198 +1,613 +1%
CWP
10
Cyndeo Wealth Partners
Florida
$1.86M 152,930 – –
MML Investors Services
11
MML Investors Services
Massachusetts
$1.54M 126,586 -13,897 -10%
AWM
12
Axxcess Wealth Management
California
$1.41M 116,185 +116,185 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.23M 100,870 -2,695 -3%
PFS
14
Prospera Financial Services
Texas
$1.02M 83,873 +15,550 +23%
UBS Group
15
UBS Group
Switzerland
$966K 79,397 -2,436 -3%
NA
16
NewEdge Advisors
Louisiana
$949K 78,005 +1,251 +2%
Bank of America
17
Bank of America
North Carolina
$896K 73,629 +3,594 +5%
CAN
18
Cetera Advisor Networks
California
$855K 70,229 -7,261 -9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$795K 65,305 +14,226 +28%
VF
20
Virtu Financial
New York
$755K 62,053 +62,053 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$641K 52,656 -79 -0.1%
KAS
22
Kestra Advisory Services
Texas
$552K 45,363 -2,482 -5%
AWS
23
Atria Wealth Solutions
New York
$527K 42,930 -72,894 -63%
NL
24
NWAM LLC
Washington
$527K 43,284 -4,511 -9%
SWP
25
Stratos Wealth Partners
Ohio
$492K 40,453 +1,477 +4%
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