PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

52 hedge funds and large institutions have $26.1M invested in PIMCO Income Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCWM
Blue Chip Wealth Management
Florida
+$589K
2
GC
Guggenheim Capital
Illinois
+$216K
3
GA
Greytown Advisors
Florida
+$196K
4
CWM
Connecticut Wealth Management
Connecticut
+$112K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$103K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$584K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$314K
3
Bank of America
Bank of America
North Carolina
-$309K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$302K
5
BRWA
B. Riley Wealth Advisors
Florida
-$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
26
Moser Wealth Advisors
Washington
$244K +$1.58K +156 +0.7%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$240K +$37.7K +3,661 +19%
KAS
28
Kestra Advisory Services
Texas
$215K +$215K +21,254 New
GA
29
Greytown Advisors
Florida
$196K +$196K +19,200 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$195K +$84.1K +8,319 +76%
Ameriprise
31
Ameriprise
Minnesota
$144K +$909 +90 +0.6%
SF
32
Synovus Financial
Georgia
$139K +$1.95K +192 +1%
APA
33
American Portfolios Advisors
New York
$130K – – –
WIA
34
World Investment Advisors
California
$128K – – –
Citigroup
35
Citigroup
New York
$120K +$12.2K +1,205 +11%
RJA
36
Raymond James & Associates
Florida
$114K -$1.97K -194 -2%
CWM
37
Connecticut Wealth Management
Connecticut
$112K +$112K +11,025 New
VHAM
38
Van Hulzen Asset Management
California
$111K – – –
IWC
39
Integrated Wealth Concepts
Massachusetts
$103K +$103K +10,176 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$100K +$76.8K +7,600 +332%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$68K – – –
SFS
42
Sowell Financial Services
Arkansas
$66K -$29.7K -2,942 -31%
US Bancorp
43
US Bancorp
Minnesota
$23K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$22K -$23.3K -2,319 -51%
CG
45
Cutler Group
California
$20K – – –
S
46
SignatureFD
Georgia
$10K +$10K +1,007 New
TPWA
47
TRUE Private Wealth Advisors
Oregon
$9K – – –
ASN
48
Advisory Services Network
Georgia
$9K +$9K +883 New
F
49
F3Logic
Minnesota
$5.61K -$48 -4,779 -0.9%
PAM
50
Panagora Asset Management
Massachusetts
$5K – – –
1
2
3