PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

53 hedge funds and large institutions have $30.4M invested in PIMCO Income Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
14
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.36M
2
LCM
Landscape Capital Management
New Jersey
+$1.32M
3
CRC
Curi RMB Capital
Illinois
+$865K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$811K
5
PPA
Parametric Portfolio Associates
Washington
+$759K

Top Sellers

1
LSA
Lion Street Advisors
Texas
-$715K
2
Ameriprise
Ameriprise
Minnesota
-$641K
3
WAM
Wealthspire Advisors (Maryland)
Maryland
-$603K
4
F
F3Logic
Minnesota
-$494K
5
SS
Sunbelt Securities
Texas
-$360K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$291K +$84.6K +9,999 +41%
LPL Financial
27
LPL Financial
California
$276K -$71.1K -8,406 -20%
RCM
28
Rivernorth Capital Management
Florida
$267K +$267K +31,655 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$255K +$16.7K +1,972 +7%
UBS Group
30
UBS Group
Switzerland
$222K -$73.5K -8,702 -25%
BRWA
31
B. Riley Wealth Advisors
Florida
$202K -$308K -36,437 -60%
MWA
32
Moser Wealth Advisors
Washington
$184K +$906 +107 +0.5%
SF
33
Synovus Financial
Georgia
$154K +$99.8K +11,813 +184%
TC
34
Telemus Capital
Michigan
$153K – – –
RJA
35
Raymond James & Associates
Florida
$138K -$10.8K -1,281 -7%
Ameriprise
36
Ameriprise
Minnesota
$119K -$641K -75,735 -84%
APA
37
American Portfolios Advisors
New York
$103K +$57.5K +6,800 +126%
VHAM
38
Van Hulzen Asset Management
California
$93K – – –
NWP
39
Northstar Wealth Partners
Connecticut
$93K +$93K +11,025 New
Citigroup
40
Citigroup
New York
$90K -$161 -19 -0.2%
SFS
41
Sowell Financial Services
Arkansas
$89K – – –
ICA
42
Infrastructure Capital Advisors
New York
$76K +$76K +9,000 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$57K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$38K +$19.7K +2,325 +107%
CG
45
Cutler Group
California
$16K -$12.8K -1,600 -44%
CAC
46
Certified Advisory Corp
Florida
$12K +$280 +33 +2%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$11K – – –
ASN
48
Advisory Services Network
Georgia
$7K – – –
TPWA
49
TRUE Private Wealth Advisors
Oregon
$7K – – –
US Bancorp
50
US Bancorp
Minnesota
$6K -$9 -1 -0.2%
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