PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

39 hedge funds and large institutions have $40.5M invested in PIMCO Income Strategy Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NPC
National Planning Corporation
California
+$492K
2
GC
Guggenheim Capital
Illinois
+$389K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$311K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$196K
5
BTS
BB&T Securities
Virginia
+$50K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.99M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$697K
3
RCM
Robinson Capital Management
Michigan
-$586K
4
SIA
Sit Investment Associates
Minnesota
-$478K
5
HK
Horizon Kinetics
New York
-$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$313K -$779 -66 -0.2%
ICOA
27
Investment Centers of America
North Dakota
$234K +$47.3K +3,976 +25%
Lido Advisors
28
Lido Advisors
California
$177K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$151K +$9.42K +800 +7%
IA
30
IFP Advisors
Florida
$101K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$61K – – –
CG
32
Cutler Group
California
$42K – – –
US Bancorp
33
US Bancorp
Minnesota
$32K -$8.48K -705 -21%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$25K – – –
VWA
35
V Wealth Advisors
Kansas
$24K +$24K +2,000 New
DADC
36
D.A. Davidson & Co
Montana
$11K – – –
GWM
37
Geneos Wealth Management
Colorado
$5K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$4K – – –
PCM
39
Penserra Capital Management
California
$4K +$361 +35 +10%
RCM
40
Robinson Capital Management
Michigan
– -$586K -52,500 Closed
BBA
41
BLB&B Advisors
Pennsylvania
– -$124K -11,144 Closed
TSS
42
Two Sigma Securities
New York
– -$122K -10,942 Closed
CA
43
Cetera Advisors
Colorado
– -$115K -10,293 Closed
WA
44
WFG Advisors
Texas
– -$23K -2,024 Closed
AIM
45
Acrospire Investment Management
Illinois
– -$12K -1,100 Closed
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