PIMCO Income Strategy Fund
PFL
41 hedge funds and large institutions have $35.5M invested in PIMCO Income Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
11% more funds holding
Funds holding: 37 → 41 (+4)
1.1% less ownership
Funds ownership: 13.09% → 11.98% (-1.1%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
18% less capital invested
Capital invested by funds: $43.4M → $35.5M (-$7.91M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.14M |
| 2 |
SRC
Shufro Rose & Co
New York
|
+$496K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$354K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$310K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$3.39M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.2M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$982K |
| 4 |
LPL Financial
San Diego,
California
|
-$804K |
| 5 |
HK
Horizon Kinetics
New York
|
-$678K |
PFL Hedge Fund Activity: Q4 2017 in Review
41 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2017, worth a combined $35.5M — down 18% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFL positions and 6 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.14M. The largest seller was Capital Wealth Planning, exiting entirely with an estimated $3.39M sold.
- 41 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2017, up from 37 in Q3 2017.
- Funds reported $35.5M of PIMCO Income Strategy Fund stock for Q4 2017, down 18% quarter-over-quarter.
- 10 funds opened new PIMCO Income Strategy Fund positions in Q4 2017 and 6 closed out, a net change of +4 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2017 was Ameriprise, an estimated $1.14M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2017 was Capital Wealth Planning, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2017.