PIMCO Income Strategy Fund
PFL
46 hedge funds and large institutions have $33.5M invested in PIMCO Income Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 3 closing their positions.
440% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more capital invested
Capital invested by funds: $31.7M → $33.5M (+$1.74M)
0% more funds holding
Funds holding: 46 → 46 (0)
0.33% less ownership
Funds ownership: 12.62% → 12.29% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$569K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$431K |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
+$253K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$160K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$898K |
| 2 |
LPL Financial
San Diego,
California
|
-$157K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$142K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$114K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$41.3K |
PFL Hedge Fund Activity: Q2 2019 in Review
46 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2019, worth a combined $33.5M — up 5.5% from $31.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFL positions and 3 closed out — a net gain of 1 holder — while 27 added to existing stakes and 5 trimmed.
The largest buyer was Centaurus Financial, adding an estimated $569K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $898K sold.
- 46 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $33.5M of PIMCO Income Strategy Fund stock for Q2 2019, up 5.5% quarter-over-quarter.
- 4 funds opened new PIMCO Income Strategy Fund positions in Q2 2019 and 3 closed out, a net change of +1 holder.
- The largest PIMCO Income Strategy Fund buyer in Q2 2019 was Centaurus Financial, an estimated $569K added.
- The largest PIMCO Income Strategy Fund seller in Q2 2019 was Shaker Financial Services, an estimated $898K sold.
Based on aggregated 13F filings for Q2 2019.