PFL

PIMCO Income Strategy Fund

60 hedge funds and large institutions have $29.7M invested in PIMCO Income Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$311K -$18.8K -2,361 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$309K +$22.6K +2,839 +8%
SRC
28
Shufro Rose & Co
New York
$308K
DADC
29
D.A. Davidson & Co
Montana
$284K -$12K -1,505 -4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$266K -$789K -99,136 -75%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$246K -$59.7K -7,481 -20%
Stifel Financial
32
Stifel Financial
Missouri
$221K +$132K +16,625 +149%
MWA
33
Moser Wealth Advisors
Washington
$206K +$1.73K +217 +0.8%
KWM
34
Kingsview Wealth Management
Oregon
$188K +$4.95K +622 +3%
APA
35
American Portfolios Advisors
New York
$158K
LP
36
Lloyd Park
Illinois
$152K +$627 +78 +0.4%
KAS
37
Kestra Advisory Services
Texas
$130K -$13.5K -1,693 -9%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$108K
Jane Street
39
Jane Street
New York
$105K +$105K +13,194 New
OIA
40
OneDigital Investment Advisors
Kansas
$101K
VHAM
41
Van Hulzen Asset Management
California
$96K
RJA
42
Raymond James & Associates
Florida
$92K -$447 -56 -0.5%
AWM
43
AE Wealth Management
Kansas
$85K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$83K +$83K +10,432 New
CA
45
CoreCap Advisors
Michigan
$81K -$16.7K -2,100 -17%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$75K -$2.26K -282 -3%
AWM
47
Activest Wealth Management
Florida
$69K
US Bancorp
48
US Bancorp
Minnesota
$18K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$16K
Citigroup
50
Citigroup
New York
$16K