PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

59 hedge funds and large institutions have $39.9M invested in PIMCO Income Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$1.04M
2
SIMG
2
Sonora Investment Management Group
Arizona
$655K
3
KOMWMG
3
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$544K
4
Millennium Management
4
Millennium Management
New York
$444K
5
F
5
F3Logic
Minnesota
$6.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.56M
2
OFG
2
OTA Financial Group
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.7M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$445K 40,522 +3,187 +9%
Millennium Management
27
Millennium Management
New York
$444K 40,452 +40,452 New
SRC
28
Shufro Rose & Co
New York
$423K 38,600 +1,500 +4%
WAM
29
Weiss Asset Management
Massachusetts
$405K 36,934 +36,934 New
MWA
30
Moser Wealth Advisors
Washington
$278K 25,301 +166 +0.7%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$222K 20,229 +12,565 +164%
APA
32
American Portfolios Advisors
New York
$218K 19,870 – –
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$209K 19,085 – –
KAS
34
Kestra Advisory Services
Texas
$207K 18,882 +296 +2%
FPW
35
Flagship Private Wealth
Massachusetts
$195K 17,810 – –
Ameriprise
36
Ameriprise
Minnesota
$195K 17,861 +26 +0.1%
RJA
37
Raymond James & Associates
Florida
$171K 15,577 -2,878 -16%
OIA
38
OneDigital Investment Advisors
Kansas
$165K 15,015 +176 +1%
UCFA
39
United Capital Financial Advisors
Texas
$164K 14,933 +547 +4%
TWC
40
TD Waterhouse Canada
Ontario, Canada
$145K 13,200 +13,200 New
AWM
41
AE Wealth Management
Kansas
$138K 12,550 +12,550 New
VHAM
42
Van Hulzen Asset Management
California
$121K 11,000 – –
WIA
43
World Investment Advisors
California
$119K 11,531 +239 +2%
Nomura Holdings
44
Nomura Holdings
Japan
$112K 10,300 +10,300 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$110K 10,023 -1,736 -15%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$96K 8,717 -175 -2%
CA
47
CoreCap Advisors
Michigan
$96K 8,745 +8,745 New
AWM
48
Activest Wealth Management
Florida
$94K 8,600 – –
FAG
49
Fortitude Advisory Group
Washington
$66K 6,011 +6,011 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$65K 5,943 -771 -11%
1
2
3