PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

54 hedge funds and large institutions have $33.8M invested in PIMCO Income Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$283K
2
F
F3Logic
Minnesota
+$221K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$169K
4
Citigroup
Citigroup
New York
+$134K
5
Invesco
Invesco
Georgia
+$103K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.39M
2
Bank of America
Bank of America
North Carolina
-$242K
3
GA
Greytown Advisors
Florida
-$196K
4
Ameriprise
Ameriprise
Minnesota
-$144K
5
Morgan Stanley
Morgan Stanley
New York
-$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$269K +$134K +11,714 +99%
MWA
27
Moser Wealth Advisors
Washington
$264K -$11.1K -974 -4%
KAS
28
Kestra Advisory Services
Texas
$239K -$2.01K -177 -0.8%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$233K -$36.6K -3,161 -14%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$228K +$7.08K +618 +3%
UBS Group
31
UBS Group
Switzerland
$220K -$89.1K -7,786 -29%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$169K +$169K +14,775 New
SF
33
Synovus Financial
Georgia
$159K +$2.17K +190 +1%
WIA
34
World Investment Advisors
California
$159K +$9.98K +843 +7%
APA
35
American Portfolios Advisors
New York
$147K – – –
VHAM
36
Van Hulzen Asset Management
California
$126K – – –
RJA
37
Raymond James & Associates
Florida
$119K -$9.12K -800 -7%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$113K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$77K – – –
SFS
40
Sowell Financial Services
Arkansas
$75K – – –
FIA
41
FNY Investment Advisers
New York
$66K +$66K +5,780 New
US Bancorp
42
US Bancorp
Minnesota
$26K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$25K -$465 -40 -2%
IAIM
44
International Assets Investment Management
Florida
$23K +$23K +2,024 New
CG
45
Cutler Group
California
$22K – – –
AWG
46
Altus Wealth Group
Colorado
$17K +$17K +1,500 New
CTB
47
Country Trust Bank
Illinois
$15K +$15K +1,278 New
ASN
48
Advisory Services Network
Georgia
$10K – – –
TPWA
49
TRUE Private Wealth Advisors
Oregon
$10K – – –
KFI
50
Key Financial Inc
Pennsylvania
$6K +$6K +488 New
1
2
3