PFL

PIMCO Income Strategy Fund

44 hedge funds and large institutions have $44M invested in PIMCO Income Strategy Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$201K +$14.8K +1,199 +8%
CA
27
Cetera Advisors
Colorado
$127K
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$124K
BFEC
29
Benjamin F. Edwards & Company
Missouri
$121K -$12.2K -990 -9%
Ameriprise
30
Ameriprise
Minnesota
$107K -$926 -75 -0.9%
BRWA
31
B. Riley Wealth Advisors
Florida
$98.7K
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$75K -$14.7K -1,200 -16%
AllianceBernstein
33
AllianceBernstein
Tennessee
$54K +$54K +4,400 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$30K
AIG
35
American International Group
New York
$28.8K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$28K
Citigroup
37
Citigroup
New York
$27K -$307K -24,622 -92%
NES
38
New England Securities
New York
$20K
US Bancorp
39
US Bancorp
Minnesota
$16K
DADC
40
D.A. Davidson & Co
Montana
$12K
SFSIG
41
San Francisco Sentry Investment Group
California
$12K
WA
42
WFG Advisors
Texas
$12K +$12K +1,000 New
TRCT
43
Tower Research Capital (TRC)
New York
$8K +$8K +680 New
MFS
44
MSI Financial Services
Massachusetts
$5K -$886K -66,807 -99%
Barclays
45
Barclays
United Kingdom
-$52K -4,700 Closed
FFC
46
First Financial Corp
Indiana
-$15K -1,250 Closed