PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

53 hedge funds and large institutions have $38M invested in PIMCO Income Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
16
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$1.77M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$730K
3
WAM
Wealthspire Advisors (Maryland)
Maryland
+$603K
4
F
F3Logic
Minnesota
+$525K
5
Invesco
Invesco
Georgia
+$222K

Top Sellers

1
CIA
Choate Investment Advisors
Massachusetts
-$167K
2
FFA
First Foundation Advisors
California
-$155K
3
Morgan Stanley
Morgan Stanley
New York
-$145K
4
BRWA
B. Riley Wealth Advisors
Florida
-$141K
5
Bank of America
Bank of America
North Carolina
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$334K +$3.21K +271 +1%
AG
27
Advisor Group
Arizona
$296K -$37.1K -3,125 -11%
DADC
28
D.A. Davidson & Co
Montana
$289K +$11K +931 +4%
GC
29
Guggenheim Capital
Illinois
$281K -$2.93K -247 -1%
MWA
30
Moser Wealth Advisors
Washington
$256K +$256K +21,627 New
FIA
31
FNY Investment Advisers
New York
$216K +$154K +12,984 +247%
RJA
32
Raymond James & Associates
Florida
$208K +$8.16K +690 +4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$196K -$39.4K -3,325 -17%
TC
34
Telemus Capital
Michigan
$190K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$135K -$124K -10,458 -48%
VHAM
36
Van Hulzen Asset Management
California
$130K -$9.85K -833 -7%
Citigroup
37
Citigroup
New York
$126K -$71 -6 -0.1%
SFS
38
Sowell Financial Services
Arkansas
$125K -$17.1K -1,444 -12%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$80K – – –
SF
40
Synovus Financial
Georgia
$76K +$76K +6,423 New
APA
41
American Portfolios Advisors
New York
$63.9K -$4.81K -406 -7%
CG
42
Cutler Group
California
$42K – – –
LWCFA
43
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K +$31K +2,628 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
CAC
45
Certified Advisory Corp
Florida
$16K +$394 +34 +3%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$15K – – –
PCIA
47
Prime Capital Investment Advisors
Kansas
$12K – – –
TPWA
48
TRUE Private Wealth Advisors
Oregon
$11K +$11K +926 New
ASN
49
Advisory Services Network
Georgia
$10K +$10K +883 New
US Bancorp
50
US Bancorp
Minnesota
$8K -$36 -3 -0.5%
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2
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