PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

52 hedge funds and large institutions have $39.9M invested in PIMCO Income Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.33M
2
Creative Planning
Creative Planning
Kansas
+$459K
3
OFG
OTA Financial Group
New York
+$453K
4
Morgan Stanley
Morgan Stanley
New York
+$401K
5
UBS Group
UBS Group
Switzerland
+$306K

Top Sellers

1
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$625K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$355K
3
GC
Guggenheim Capital
Illinois
-$327K
4
HKAM
Horizon Kinetics Asset Management
New York
-$257K
5
VF
Virtu Financial
New York
-$163K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
26
Shufro Rose & Co
New York
$431K – – –
MWA
27
Moser Wealth Advisors
Washington
$292K +$20.5K +1,763 +8%
BRWA
28
B. Riley Wealth Advisors
Florida
$259K -$49K -4,202 -16%
GC
29
Guggenheim Capital
Illinois
$240K -$327K -28,170 -58%
APA
30
American Portfolios Advisors
New York
$231K -$11.7K -1,008 -5%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$222K +$222K +19,085 New
KAS
32
Kestra Advisory Services
Texas
$216K +$3.24K +279 +2%
RJA
33
Raymond James & Associates
Florida
$214K +$214K +18,455 New
Ameriprise
34
Ameriprise
Minnesota
$207K +$3.1K +267 +2%
FPW
35
Flagship Private Wealth
Massachusetts
$207K +$207K +17,810 New
OIA
36
OneDigital Investment Advisors
Kansas
$172K +$172K +14,839 New
UCFA
37
United Capital Financial Advisors
Texas
$167K +$1.95K +168 +1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$137K -$59.1K -5,070 -30%
WIA
39
World Investment Advisors
California
$132K +$132K +11,292 New
SF
40
Synovus Financial
Georgia
$129K +$2.52K +216 +2%
VHAM
41
Van Hulzen Asset Management
California
$128K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$103K -$11.6K -1,000 -10%
AWM
43
Activest Wealth Management
Florida
$100K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$89K +$64.7K +5,571 +266%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$78K – – –
FIA
46
FNY Investment Advisers
New York
$58K +$58K +5,000 New
Citigroup
47
Citigroup
New York
$34K -$163K -13,882 -83%
US Bancorp
48
US Bancorp
Minnesota
$27K – – –
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$13.9K +$13.9K +1,200 New
KFI
50
Key Financial Inc
Pennsylvania
$6K – – –
1
2
3