PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

87 hedge funds and large institutions have $119M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
32
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$12.1M
2
GL
2
GHE LLC
Tennessee
$4.36M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$1.31M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.88M
5
PS
5
Principal Securities
Iowa
$12.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
HF
3
HRT Financial
New York
$0
4
KP
4
Keel Point
Alabama
$0
5
SWP
5
Semus Wealth Partners
Florida
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
1
Principal Securities
Iowa
$12.8M +$1.12M +79,059 +10%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M +$734K +51,732 +6%
GC
3
Guggenheim Capital
Illinois
$12.1M +$1.93M +136,357 +19%
MHFA
4
Mission Hills Financial Advisory
California
$11M +$11M +794,053 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.88M +$1.29M +90,740 +23%
ECA
6
Elevated Capital Advisors
Utah
$5.6M -$31.3K -2,204 -0.6%
LPL Financial
7
LPL Financial
California
$5.47M +$297K +20,895 +6%
Invesco
8
Invesco
Georgia
$5.12M +$466K +32,811 +10%
GL
9
GHE LLC
Tennessee
$4.36M +$1.42M +148,651 +48%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.25M +$286K +20,130 +7%
IAS
11
Insigneo Advisory Services
Florida
$3.53M -$15.9K -1,120 -0.4%
Bank of America
12
Bank of America
North Carolina
$3.19M +$96.1K +6,771 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.06M +$74.9K +5,275 +3%
CWP
14
Cyndeo Wealth Partners
Florida
$2.4M – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$1.99M +$278K +19,561 +16%
CPRC
16
Consolidated Portfolio Review Corp
New York
$1.88M +$36.1K +2,545 +2%
PFS
17
Prospera Financial Services
Texas
$1.67M +$107K +7,542 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.46M +$168K +11,805 +13%
MGWM
19
Marks Group Wealth Management
Minnesota
$1.31M +$1.31M +92,300 New
VVP
20
Venture Visionary Partners
Ohio
$1.18M – – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.18M +$180K +12,707 +18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.16M -$30.3K -2,134 -3%
UBS Group
23
UBS Group
Switzerland
$1.15M +$30.4K +2,141 +3%
ACP
24
Aviance Capital Partners
Florida
$1.03M -$6.03K -425 -0.6%
NA
25
NewEdge Advisors
Louisiana
$952K -$12.8K -900 -1%
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