PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

46 hedge funds and large institutions have $31.7M invested in PIMCO Income Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
F3Logic
Minnesota
+$1.2M
2
Bank of America
Bank of America
North Carolina
+$595K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$166K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$162K
5
SFS
Sowell Financial Services
Arkansas
+$153K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.74M
2
SFS
Shaker Financial Services
Virginia
-$1.74M
3
GC
Guggenheim Capital
Illinois
-$547K
4
WAM
Weiss Asset Management
Massachusetts
-$186K
5
NA
Nottingham Advisors
New York
-$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$181K +$149 +13 +0.1%
BRWA
27
B. Riley Wealth Advisors
Florida
$163K +$2.54K +220 +2%
FFA
28
First Foundation Advisors
California
$162K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$162K +$162K +14,152 New
SFS
30
Sowell Financial Services
Arkansas
$153K +$153K +13,297 New
GC
31
Guggenheim Capital
Illinois
$147K -$547K -47,738 -79%
VHAM
32
Van Hulzen Asset Management
California
$145K -$9.54K -833 -6%
DADC
33
D.A. Davidson & Co
Montana
$134K +$134K +11,715 New
Citigroup
34
Citigroup
New York
$94K +$11.5K +1,000 +14%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$8.9K +771 +17%
CF
36
Centaurus Financial
California
$46.1K +$46.1K +529 New
CG
37
Cutler Group
California
$41K – – –
LC
38
Lavaca Capital
Texas
$38K – – –
FHB
39
First Hawaiian Bank
Hawaii
$19K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$17K -$20.3K -1,793 -54%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$15K – – –
CAC
42
Certified Advisory Corp
Florida
$15K +$362 +31 +2%
US Bancorp
43
US Bancorp
Minnesota
$8K – – –
APA
44
American Portfolios Advisors
New York
$4.46K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$2K – – –
FIA
46
FNY Investment Advisers
New York
$2K +$2K +213 New
WAM
47
Weiss Asset Management
Massachusetts
– -$186K -17,133 Closed
NA
48
Nottingham Advisors
New York
– -$129K -10,938 Closed
QAM
49
Questar Asset Management
Minnesota
– -$109K -10,006 Closed
First Manhattan
50
First Manhattan
New York
– -$13K -1,200 Closed
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