PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

42 hedge funds and large institutions have $37.3M invested in PIMCO Income Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
Capital Wealth Planning
Florida
+$964K
2
CRC
Curi RMB Capital
Illinois
+$455K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$291K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$279K
5
Morgan Stanley
Morgan Stanley
New York
+$217K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.37M
2
Creative Planning
Creative Planning
Kansas
-$709K
3
SRC
Shufro Rose & Co
New York
-$489K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$457K
5
TC
Telemus Capital
Michigan
-$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BerganKDV Wealth Management
Minnesota
$253K +$10.7K +914 +4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$227K +$2.49K +213 +1%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$162K +$162K +13,815 New
VHAM
29
Van Hulzen Asset Management
California
$158K – – –
WWM
30
Wagner Wealth Management
South Carolina
$142K – – –
SFS
31
Sowell Financial Services
Arkansas
$140K +$140K +11,659 New
RJA
32
Raymond James & Associates
Florida
$127K -$13.6K -1,158 -10%
BRWA
33
B. Riley Wealth Advisors
Florida
$122K +$122K +10,404 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$118K -$31.5K -2,700 -21%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$83K +$407 +35 +0.5%
Citigroup
36
Citigroup
New York
$73K +$11.8K +1,000 +19%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$46K -$15.3K -1,300 -25%
CG
38
Cutler Group
California
$42K – – –
US Bancorp
39
US Bancorp
Minnesota
$31K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$24K – – –
CAC
41
Certified Advisory Corp
Florida
$13K +$312 +28 +2%
APA
42
American Portfolios Advisors
New York
$12.1K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$2K – – –
TC
44
Telemus Capital
Michigan
– -$420K -36,000 Closed
CA
45
Calton & Associates
Florida
– -$63K -5,491 Closed
GWM
46
Geneos Wealth Management
Colorado
– -$5K -500 Closed
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