PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

96 hedge funds and large institutions have $130M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
28
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13.9M
2
GL
2
GHE LLC
Tennessee
$7.52M
3
MHFA
3
Mission Hills Financial Advisory
California
$11.7M
4
PS
4
Principal Securities
Iowa
$13M
5
VVP
5
Venture Visionary Partners
Ohio
$1.76M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.08M
2
CWP
2
Cyndeo Wealth Partners
Florida
$1.92M
3
ASN
3
Advisory Services Network
Georgia
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
SFS
5
Symphony Financial Services
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$13.9M 1,034,081 +184,599 +22%
PS
2
Principal Securities
Iowa
$13M 966,636 +65,867 +7%
Morgan Stanley
3
Morgan Stanley
New York
$11.8M 880,388 +16,086 +2%
MHFA
4
Mission Hills Financial Advisory
California
$11.7M 871,785 +77,732 +10%
GL
5
GHE LLC
Tennessee
$7.52M 560,056 +104,001 +23%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$7.08M 527,598 +42,862 +9%
LPL Financial
7
LPL Financial
California
$5.57M 415,225 +29,841 +8%
Invesco
8
Invesco
Georgia
$5.3M 394,752 +34,208 +9%
ECA
9
Elevated Capital Advisors
Utah
$5.28M 393,107 -1,507 -0.4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.98M 296,386 -3,218 -1%
IAS
11
Insigneo Advisory Services
Florida
$3.33M 248,500 – –
Bank of America
12
Bank of America
North Carolina
$3.11M 231,858 +7,388 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.87M 213,911 -1,502 -0.7%
CWP
14
Cyndeo Wealth Partners
Florida
$1.92M 143,313 -25,847 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.87M 139,239 -901 -0.6%
PFS
16
Prospera Financial Services
Texas
$1.85M 137,807 +19,947 +17%
SAM
17
Smith Asset Management
Florida
$1.84M 137,379 +137,379 New
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.79M 133,720 +1,488 +1%
VVP
19
Venture Visionary Partners
Ohio
$1.76M 130,954 +47,970 +58%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.44M 107,237 +4,559 +4%
MGWM
21
Marks Group Wealth Management
Minnesota
$1.24M 92,300 – –
UBS Group
22
UBS Group
Switzerland
$1.19M 88,689 +7,607 +9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.15M 85,513 +2,700 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.11M 82,613 +1,140 +1%
IAIM
25
International Assets Investment Management
Florida
$1.08M 79,696 -1,125,977 -93%
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