PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

64 hedge funds and large institutions have $36.6M invested in PIMCO Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.04M
2
Stifel Financial
2
Stifel Financial
Missouri
$772K
3
GC
3
Guggenheim Capital
Illinois
$510K
4
WWM
4
Western Wealth Management
Colorado
$380K
5
Mariner
5
Mariner
Kansas
$375K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$507K
2
IA
2
IFP Advisors
Florida
$157K
3
OFG
3
OTA Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$610K
5
UBS Group
5
UBS Group
Switzerland
$151K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$380K +$380K +46,817 New
Mariner
27
Mariner
Kansas
$375K +$375K +46,280 New
DADC
28
D.A. Davidson & Co
Montana
$289K – – –
Wells Fargo
29
Wells Fargo
California
$266K -$50.9K -6,274 -16%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$261K +$10.6K +1,302 +4%
SF
31
Synovus Financial
Georgia
$255K +$255K +31,399 New
CA
32
Cetera Advisors
Colorado
$225K -$97.3K -12,000 -30%
MWA
33
Moser Wealth Advisors
Washington
$212K +$1.95K +241 +0.9%
KWM
34
Kingsview Wealth Management
Oregon
$197K +$5.72K +705 +3%
SRC
35
Shufro Rose & Co
New York
$175K -$138K -17,000 -44%
IA
36
IFP Advisors
Florida
$157K -$331K -27,150 -68%
KAS
37
Kestra Advisory Services
Texas
$153K +$20.4K +2,513 +15%
UBS Group
38
UBS Group
Switzerland
$151K -$216K -26,582 -59%
IAIM
39
International Assets Investment Management
Florida
$149K +$149K +18,314 New
CA
40
CoreCap Advisors
Michigan
$115K +$32.4K +4,000 +39%
RJT
41
Raymond James Trust
Florida
$99K +$99K +12,155 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$97.4K +$81.1K +10,000 +499%
VHAM
43
Van Hulzen Asset Management
California
$97K – – –
RJA
44
Raymond James & Associates
Florida
$93.7K +$284 +35 +0.3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$89.8K +$5.19K +640 +6%
EC
46
Elequin Capital
New York
$88.9K +$88.9K +10,956 New
AWM
47
Activest Wealth Management
Florida
$69.7K – – –
ASN
48
Advisory Services Network
Georgia
$66.1K +$66.1K +8,152 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$66K -$9.52K -1,180 -13%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$64.4K -$207K -25,500 -76%
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