PFL

PIMCO Income Strategy Fund

52 hedge funds and large institutions have $37.6M invested in PIMCO Income Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$289K -$16.5K -1,374 -5%
MWA
27
Moser Wealth Advisors
Washington
$279K +$1.72K +143 +0.6%
APA
28
American Portfolios Advisors
New York
$253K +$98.6K +8,212 +64%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$243K
UBS Group
30
UBS Group
Switzerland
$231K
KAS
31
Kestra Advisory Services
Texas
$216K -$36.6K -3,054 -14%
SF
32
Synovus Financial
Georgia
$170K +$2.12K +176 +1%
UCFA
33
United Capital Financial Advisors
Texas
$170K +$170K +14,143 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$169K -$70K -5,828 -29%
WIA
35
World Investment Advisors
California
$161K
Citigroup
36
Citigroup
New York
$147K -$135K -11,269 -48%
Ameriprise
37
Ameriprise
Minnesota
$134K +$134K +11,120 New
VHAM
38
Van Hulzen Asset Management
California
$132K
BFEC
39
Benjamin F. Edwards & Company
Missouri
$119K
SFS
40
Sowell Financial Services
Arkansas
$95K +$12.9K +1,022 +16%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$81K
WWM
42
Wagner Wealth Management
South Carolina
$73K +$73K +6,106 New
IAIM
43
International Assets Investment Management
Florida
$47K +$23.6K +2,040 +101%
HI
44
Harbour Investments
Wisconsin
$36K +$36K +3,000 New
US Bancorp
45
US Bancorp
Minnesota
$28K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$25K -$669 -56 -3%
CAC
47
Certified Advisory Corp
Florida
$19K +$19K +1,580 New
KFI
48
Key Financial Inc
Pennsylvania
$6K
SWM
49
Selective Wealth Management
Virginia
$2K
RWM
50
RBA Wealth Management
California
$1.2K +$1.2K +100 New