PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

50 hedge funds and large institutions have $33.5M invested in PIMCO Income Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Sunbelt Securities
Texas
+$347K
2
F
F3Logic
Minnesota
+$272K
3
MML Investors Services
MML Investors Services
Massachusetts
+$249K
4
BRWA
B. Riley Wealth Advisors
Florida
+$241K
5
CIA
Choate Investment Advisors
Massachusetts
+$167K

Top Sellers

1
WAM
Wealthspire Advisors (Maryland)
Maryland
-$500K
2
Morgan Stanley
Morgan Stanley
New York
-$204K
3
PAG
Private Advisor Group
New Jersey
-$126K
4
Creative Planning
Creative Planning
Kansas
-$106K
5
LPL Financial
LPL Financial
California
-$81.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$273K -$5.83K -511 -2%
DADC
27
D.A. Davidson & Co
Montana
$268K +$112K +9,852 +72%
MML Investors Services
28
MML Investors Services
Massachusetts
$249K +$249K +21,811 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$227K +$22.7K +1,983 +11%
RJA
30
Raymond James & Associates
Florida
$193K -$34.7K -3,036 -15%
TC
31
Telemus Capital
Michigan
$183K – – –
CIA
32
Choate Investment Advisors
Massachusetts
$167K +$167K +14,653 New
FFA
33
First Foundation Advisors
California
$155K -$6.52K -571 -4%
SFS
34
Sowell Financial Services
Arkansas
$137K +$137K +11,986 New
VHAM
35
Van Hulzen Asset Management
California
$135K -$9.52K -834 -7%
Citigroup
36
Citigroup
New York
$122K +$11.9K +1,041 +11%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$77K – – –
APA
38
American Portfolios Advisors
New York
$66.2K – – –
FIA
39
FNY Investment Advisers
New York
$60K +$57.2K +5,015 +2,064%
CG
40
Cutler Group
California
$41K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$25K +$1.84K +159 +8%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$15K – – –
CAC
43
Certified Advisory Corp
Florida
$15K +$356 +32 +2%
PCIA
44
Prime Capital Investment Advisors
Kansas
$11K – – –
PAM
45
Panagora Asset Management
Massachusetts
$10K +$10K +915 New
US Bancorp
46
US Bancorp
Minnesota
$8K -$1.82K -151 -19%
SWM
47
Selective Wealth Management
Virginia
$8K +$8K +694 New
EIP
48
Ellis Investment Partners
Pennsylvania
$6K +$142 +14 +2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$2K – – –
WAM
50
Wealthspire Advisors (Maryland)
Maryland
– -$500K -500,000 Closed
1
2
3