PIMCO Income Strategy Fund
PFL
55 hedge funds and large institutions have $40.4M invested in PIMCO Income Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 11 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
1% more capital invested
Capital invested by funds: $40M → $40.4M (+$392K)
0.89% more ownership
Funds ownership: 10.67% → 11.56% (+0.89%)
10% less funds holding
Funds holding: 61 → 55 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.86M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$904K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$743K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$728K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$694K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$630K |
| 2 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$544K |
| 3 |
Millennium Management
New York
|
-$444K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$405K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$310K |
PFL Hedge Fund Activity: Q1 2022 in Review
55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2022, worth a combined $40.4M — up 0.98% from $40M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PFL and 5 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 22 added.
The largest buyer was Osaic Holdings, adding an estimated $1.86M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $630K sold.
- 55 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2022, down from 61 in Q4 2021.
- Funds reported $40.4M of PIMCO Income Strategy Fund stock for Q1 2022, up 0.98% quarter-over-quarter.
- 5 funds opened new PIMCO Income Strategy Fund positions in Q1 2022 and 11 closed out, a net change of -6 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2022 was Osaic Holdings, an estimated $1.86M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2022 was B. Riley Wealth Advisors, an estimated $630K sold.
Based on aggregated 13F filings for Q1 2022.