PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

50 hedge funds and large institutions have $40.8M invested in PIMCO Income Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$1.47M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$556K
3
KWM
Kingsview Wealth Management
Oregon
+$233K
4
Bank of America
Bank of America
North Carolina
+$214K
5
LPL Financial
LPL Financial
California
+$174K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$583K
2
GC
Guggenheim Capital
Illinois
-$443K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$419K
4
TC
Telemus Capital
Michigan
-$315K
5
BRWA
B. Riley Wealth Advisors
Florida
-$248K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$411K +$11.3K +886 +3%
BRWA
27
B. Riley Wealth Advisors
Florida
$337K -$248K -19,461 -42%
UBS Group
28
UBS Group
Switzerland
$322K +$76.9K +6,038 +31%
MWA
29
Moser Wealth Advisors
Washington
$298K +$1.76K +138 +0.6%
APA
30
American Portfolios Advisors
New York
$266K -$2.35K -184 -0.9%
KAS
31
Kestra Advisory Services
Texas
$233K +$3.62K +284 +2%
Ameriprise
32
Ameriprise
Minnesota
$224K +$82.2K +6,448 +58%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$215K +$35.2K +2,758 +20%
Citigroup
34
Citigroup
New York
$214K +$57.6K +4,517 +37%
UCFA
35
United Capital Financial Advisors
Texas
$181K +$955 +75 +0.5%
VF
36
Virtu Financial
New York
$163K +$163K +12,823 New
VHAM
37
Van Hulzen Asset Management
California
$140K – – –
SF
38
Synovus Financial
Georgia
$138K -$41K -3,227 -23%
SPC
39
Sigma Planning Corp
Michigan
$133K +$133K +10,464 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$126K – – –
AWM
41
Activest Wealth Management
Florida
$110K +$110K +8,600 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$86K – – –
US Bancorp
43
US Bancorp
Minnesota
$30K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
HI
45
Harbour Investments
Wisconsin
$26K -$13K -1,000 -33%
HFA
46
Hoover Financial Advisors
Pennsylvania
$14K +$14K +1,095 New
SWM
47
Spire Wealth Management
Virginia
$9K +$9K +700 New
KFI
48
Key Financial Inc
Pennsylvania
$6K – – –
SWM
49
Selective Wealth Management
Virginia
$2K – – –
PAM
50
Panagora Asset Management
Massachusetts
$1K -$1.37K -59 -58%
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