PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

49 hedge funds and large institutions have $31M invested in PIMCO Income Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$549K
2
Creative Planning
Creative Planning
Kansas
+$520K
3
BRWA
B. Riley Wealth Advisors
Florida
+$287K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$199K
5
WIA
World Investment Advisors
California
+$128K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$5.27M
2
SFS
Shaker Financial Services
Virginia
-$1.36M
3
LCM
Landscape Capital Management
New Jersey
-$1.32M
4
CRC
Curi RMB Capital
Illinois
-$865K
5
PPA
Parametric Portfolio Associates
Washington
-$759K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
26
Moser Wealth Advisors
Washington
$232K +$21.1K +2,175 +10%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$199K +$199K +19,617 New
Ameriprise
28
Ameriprise
Minnesota
$138K +$1K +103 +0.7%
SF
29
Synovus Financial
Georgia
$131K -$45.6K -4,708 -26%
WIA
30
World Investment Advisors
California
$128K +$128K +12,584 New
APA
31
American Portfolios Advisors
New York
$125K +$6.42K +661 +5%
RJA
32
Raymond James & Associates
Florida
$111K -$47.4K -4,878 -30%
NWP
33
Northstar Wealth Partners
Connecticut
$107K – – –
VHAM
34
Van Hulzen Asset Management
California
$107K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$106K +$106K +10,962 New
Citigroup
36
Citigroup
New York
$103K – – –
SFS
37
Sowell Financial Services
Arkansas
$92K -$10.4K -1,070 -10%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$65K – – –
PAG
39
Private Advisor Group
New Jersey
$64K +$64K +6,594 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$44K +$176 +18 +0.4%
CAN
41
Cetera Advisor Networks
California
$26K +$26K +2,673 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$22K +$9.6K +1,000 +77%
US Bancorp
43
US Bancorp
Minnesota
$22K +$15.7K +1,654 +251%
CG
44
Cutler Group
California
$19K – – –
CAC
45
Certified Advisory Corp
Florida
$14K +$432 +45 +3%
TPWA
46
TRUE Private Wealth Advisors
Oregon
$9K – – –
PAM
47
Panagora Asset Management
Massachusetts
$5K – – –
SWM
48
Selective Wealth Management
Virginia
$2K -$3.88K -343 -66%
SFS
49
Shaker Financial Services
Virginia
– -$1.36M -160,467 Closed
LCM
50
Landscape Capital Management
New Jersey
– -$1.32M -156,280 Closed
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