PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

49 hedge funds and large institutions have $49M invested in PIMCO Income Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.4M
2
LCM
2
Laurion Capital Management
New York
$3.26M
3
AIA
3
Armor Investment Advisors
North Carolina
$1.43M
4
Creative Planning
4
Creative Planning
Kansas
$2.52M
5
SRC
5
Shufro Rose & Co
New York
$451K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.29M
2
NPC
2
National Planning Corporation
California
$567K
3
HK
3
Horizon Kinetics
New York
$4.28M
4
GC
4
Guggenheim Capital
Illinois
$1.07M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$289K 27,352 +2,473 +10%
RJA
27
Raymond James & Associates
Florida
$281K 26,543 +26,543 New
ICOA
28
Investment Centers of America
North Dakota
$183K 17,228 +21 +0.1%
DA
29
Doliver Advisors
Texas
$178K 16,808 +16,808 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$126K 11,955 – –
BBA
31
BLB&B Advisors
Pennsylvania
$119K 11,284 +10 +0.1%
MFS
32
MSI Financial Services
Massachusetts
$118K 11,164 -3,176 -22%
Squarepoint
33
Squarepoint
New York
$114K 10,800 +10,800 New
CA
34
Cetera Advisors
Colorado
$109K 10,293 -6,250 -38%
CA
35
Cornerstone Advisory
Maryland
$108K 10,206 +57 +0.6%
IA
36
IFP Advisors
Florida
$90K 8,550 +6,170 +259%
SFS
37
Sowell Financial Services
Arkansas
$84K 7,755 +7,755 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$43K 4,100 – –
CG
39
Cutler Group
California
$38K 3,600 – –
US Bancorp
40
US Bancorp
Minnesota
$35K 3,365 – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$22K 2,092 – –
WA
42
WFG Advisors
Texas
$21K 2,024 +2,024 New
AIM
43
Acrospire Investment Management
Illinois
$18K 1,700 +1,700 New
DADC
44
D.A. Davidson & Co
Montana
$10K 1,000 – –
GWM
45
Geneos Wealth Management
Colorado
$5K 500 – –
IF
46
Ironwood Financial
Arizona
$5K 500 – –
PCM
47
Penserra Capital Management
California
$4K 406 +45 +12%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$3K 300 – –
OCM
49
Oakview Capital Management
Texas
$1K 100 +100 New
VKH
50
Virtu KCG Holdings
New York
– – -21,293 Closed
1
2
3