PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
9
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.12M
2
SRC
Shufro Rose & Co
New York
+$489K
3
CRC
Curi RMB Capital
Illinois
+$350K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$306K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$261K

Top Sellers

1
CWP
Capital Wealth Planning
Florida
-$3.39M
2
NPC
National Planning Corporation
California
-$2.2M
3
SIA
Sit Investment Associates
Minnesota
-$982K
4
LPL Financial
LPL Financial
California
-$794K
5
HK
Horizon Kinetics
New York
-$670K
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
26
Van Hulzen Asset Management
California
$158K – – –
RJFSA
27
Raymond James Financial Services Advisors
Florida
$150K -$9.36K -800 -6%
WWM
28
Wagner Wealth Management
South Carolina
$141K +$141K +12,106 New
RJA
29
Raymond James & Associates
Florida
$140K +$140K +12,003 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$83K +$28.6K +2,452 +53%
CA
31
Calton & Associates
Florida
$63K +$63K +5,491 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$61K – – –
Citigroup
33
Citigroup
New York
$61K +$29.4K +2,506 +93%
CG
34
Cutler Group
California
$42K – – –
US Bancorp
35
US Bancorp
Minnesota
$31K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$24K – – –
CAC
37
Certified Advisory Corp
Florida
$13K +$13K +1,137 New
APA
38
American Portfolios Advisors
New York
$12.1K +$12.1K +1,039 New
GWM
39
Geneos Wealth Management
Colorado
$5K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$2K – – –
NPC
41
National Planning Corporation
California
– -$2.2M -181,856 Closed
SIA
42
Sit Investment Associates
Minnesota
– -$982K -81,030 Closed
CWP
43
Capital Wealth Planning
Florida
– -$3.39M -59,645 Closed
ICOA
44
Investment Centers of America
North Dakota
– -$239K -19,788 Closed
IA
45
IFP Advisors
Florida
– -$104K -8,550 Closed
PCM
46
Penserra Capital Management
California
– -$3K -324 Closed
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