PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

42 hedge funds and large institutions have $37.9M invested in PIMCO Income Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
–
Holders Change %
0%
% 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
17
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
F3Logic
Minnesota
+$784K
2
AG
Advisor Group
Arizona
+$610K
3
CF
Centaurus Financial
California
+$582K
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$500K
5
Bank of America
Bank of America
North Carolina
+$368K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$982K
2
CWP
Capital Wealth Planning
Florida
-$964K
3
CRC
Curi RMB Capital
Illinois
-$805K
4
SRC
Shufro Rose & Co
New York
-$490K
5
BWM
BerganKDV Wealth Management
Minnesota
-$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$221K -$74.7K -6,292 -25%
TC
27
Telemus Capital
Michigan
$190K +$190K +16,000 New
VHAM
28
Van Hulzen Asset Management
California
$160K – – –
SFS
29
Sowell Financial Services
Arkansas
$156K +$15K +1,238 +11%
WWM
30
Wagner Wealth Management
South Carolina
$143K – – –
BRWA
31
B. Riley Wealth Advisors
Florida
$143K +$19.7K +1,660 +16%
ALIONA
32
Allianz Life Insurance of North America
Minnesota
$134K +$134K +11,330 New
RJA
33
Raymond James & Associates
Florida
$129K +$131 +11 +0.1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$86K +$1.78K +151 +2%
Citigroup
35
Citigroup
New York
$62K -$12K -1,006 -16%
CG
36
Cutler Group
California
$42K – – –
US Bancorp
37
US Bancorp
Minnesota
$32K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$15K -$9.29K -800 -38%
CAC
39
Certified Advisory Corp
Florida
$14K +$329 +28 +2%
APA
40
American Portfolios Advisors
New York
$12.3K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$2K – – –
FIA
42
FNY Investment Advisers
New York
$1K +$1K +135 New
CWP
43
Capital Wealth Planning
Florida
– -$964K -78,941 Closed
CRC
44
Curi RMB Capital
Illinois
– -$805K -68,892 Closed
BWM
45
BerganKDV Wealth Management
Minnesota
– -$253K -21,639 Closed
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
– -$162K -13,815 Closed
RJFSA
47
Raymond James Financial Services Advisors
Florida
– -$118K -10,127 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
– -$46K -3,900 Closed
1
2