PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$576K
2
BRWA
B. Riley Wealth Advisors
Florida
+$436K
3
F
F3Logic
Minnesota
+$256K
4
Invesco
Invesco
Georgia
+$162K
5
GC
Guggenheim Capital
Illinois
+$137K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$898K
2
LPL Financial
LPL Financial
California
-$159K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$144K
4
AG
Advisor Group
Arizona
-$115K
5
Wells Fargo
Wells Fargo
California
-$41.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$235K +$48.8K +4,141 +26%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$227K +$59.6K +5,037 +36%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$211K +$15.8K +1,342 +8%
TC
29
Telemus Capital
Michigan
$192K – – –
FFA
30
First Foundation Advisors
California
$167K – – –
DADC
31
D.A. Davidson & Co
Montana
$161K +$22.6K +1,914 +16%
VHAM
32
Van Hulzen Asset Management
California
$150K – – –
PAG
33
Private Advisor Group
New Jersey
$126K +$126K +10,657 New
Citigroup
34
Citigroup
New York
$113K +$16.5K +1,400 +17%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$16K +1,343 +25%
APA
36
American Portfolios Advisors
New York
$68.4K +$63.8K +5,406 +1,390%
CG
37
Cutler Group
California
$42K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$24K +$6.05K +506 +34%
CAC
39
Certified Advisory Corp
Florida
$16K +$389 +32 +2%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$15K – – –
PCIA
41
Prime Capital Investment Advisors
Kansas
$12K +$12K +1,000 New
TPWA
42
TRUE Private Wealth Advisors
Oregon
$11K +$11K +926 New
US Bancorp
43
US Bancorp
Minnesota
$10K +$1.9K +155 +23%
EIP
44
Ellis Investment Partners
Pennsylvania
$6K +$6K +577 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$2K – – –
FIA
46
FNY Investment Advisers
New York
$2K +$247 +30 +14%
SFS
47
Shaker Financial Services
Virginia
– -$898K -78,296 Closed
LC
48
Lavaca Capital
Texas
– -$38K -3,280 Closed
FHB
49
First Hawaiian Bank
Hawaii
– -$19K -1,696 Closed
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