PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

59 hedge funds and large institutions have $35M invested in PIMCO Income Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.29M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.19M
4
LP
4
Lloyd Park
Illinois
$171K
5
Invesco
5
Invesco
Georgia
$2.32M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.2M
2
KWM
2
Kingsview Wealth Management
Oregon
$207K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
26
Shufro Rose & Co
New York
$347K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$338K -$5.75K -652 -2%
DADC
28
D.A. Davidson & Co
Montana
$334K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$323K +$15.4K +1,716 +5%
MWA
30
Moser Wealth Advisors
Washington
$231K +$1.8K +200 +0.8%
KWM
31
Kingsview Wealth Management
Oregon
$207K -$602K -66,903 -74%
APA
32
American Portfolios Advisors
New York
$179K – – –
LP
33
Lloyd Park
Illinois
$171K +$171K +18,825 New
KAS
34
Kestra Advisory Services
Texas
$162K -$10.5K -1,168 -6%
KOMWMG
35
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$142K +$142K +15,838 New
TWC
36
TD Waterhouse Canada
Ontario, Canada
$119K – – –
OIA
37
OneDigital Investment Advisors
Kansas
$114K +$114K +12,640 New
CA
38
CoreCap Advisors
Michigan
$110K -$23.1K -2,575 -17%
VHAM
39
Van Hulzen Asset Management
California
$108K +$9K +1,000 +9%
RJA
40
Raymond James & Associates
Florida
$104K -$67.3K -7,485 -39%
Stifel Financial
41
Stifel Financial
Missouri
$100K -$637 -71 -0.6%
ASN
42
Advisory Services Network
Georgia
$97K +$97K +10,742 New
AWM
43
AE Wealth Management
Kansas
$96K +$96K +10,697 New
Nomura Holdings
44
Nomura Holdings
Japan
$90K +$90K +10,000 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$87K -$2.56K -284 -3%
AWM
46
Activest Wealth Management
Florida
$77K – – –
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$53K – – –
US Bancorp
48
US Bancorp
Minnesota
$21K – – –
Citigroup
49
Citigroup
New York
$18K +$837 +94 +5%
SWM
50
SeaCrest Wealth Management
New York
$18K +$18K +2,000 New
1
2
3