PIMCO Income Strategy Fund
PFL
62 hedge funds and large institutions have $30.1M invested in PIMCO Income Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 61 → 62 (+1)
0.81% less ownership
Funds ownership: 11.4% → 10.59% (-0.81%)
14% less capital invested
Capital invested by funds: $35.2M → $30.1M (-$5.05M)
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$487K |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
+$366K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$296K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$245K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$1.15M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$897K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$226K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$183K |
| 5 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$142K |
PFL Hedge Fund Activity: Q3 2022 in Review
62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2022, worth a combined $30.1M — down 14% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFL positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 20 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $487K. The largest seller was Armor Investment Advisors, cutting an estimated $1.15M.
- 62 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2022, up from 61 in Q2 2022.
- Funds reported $30.1M of PIMCO Income Strategy Fund stock for Q3 2022, down 14% quarter-over-quarter.
- 7 funds opened new PIMCO Income Strategy Fund positions in Q3 2022 and 6 closed out, a net change of +1 holder.
- The largest PIMCO Income Strategy Fund buyer in Q3 2022 was Shaker Financial Services, an estimated $487K added.
- The largest PIMCO Income Strategy Fund seller in Q3 2022 was Armor Investment Advisors, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2022.