PIMCO Income Strategy Fund
PFL
61 hedge funds and large institutions have $35.2M invested in PIMCO Income Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
11% more funds holding
Funds holding: 55 → 61 (+6)
0.16% less ownership
Funds ownership: 11.56% → 11.4% (-0.16%)
13% less capital invested
Capital invested by funds: $40.4M → $35.2M (-$5.23M)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$1.23M |
| 2 |
Morgan Stanley
New York
|
+$509K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$379K |
| 4 |
LP
Lloyd Park
Wilmette,
Illinois
|
+$177K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.88M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$628K |
| 3 |
Rockefeller Capital Management
New York
|
-$477K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$150K |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$137K |
PFL Hedge Fund Activity: Q2 2022 in Review
61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2022, worth a combined $35.2M — down 13% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PFL positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 19 trimmed.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $1.23M. The largest seller was Osaic Holdings, cutting an estimated $1.88M.
- 61 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2022, up from 55 in Q1 2022.
- Funds reported $35.2M of PIMCO Income Strategy Fund stock for Q2 2022, down 13% quarter-over-quarter.
- 12 funds opened new PIMCO Income Strategy Fund positions in Q2 2022 and 6 closed out, a net change of +6 holders.
- The largest PIMCO Income Strategy Fund buyer in Q2 2022 was Atria Wealth Solutions, an estimated $1.23M added.
- The largest PIMCO Income Strategy Fund seller in Q2 2022 was Osaic Holdings, an estimated $1.88M sold.
Based on aggregated 13F filings for Q2 2022.