PFL

PIMCO Income Strategy Fund

57 hedge funds and large institutions have $29.2M invested in PIMCO Income Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
26
Synovus Financial
Georgia
$308K +$52.7K +6,483 +21%
RCM
27
Rivernorth Capital Management
Florida
$267K +$267K +32,880 New
Wells Fargo
28
Wells Fargo
California
$267K -$16 -2 -0%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$266K +$4.33K +532 +2%
DADC
30
D.A. Davidson & Co
Montana
$231K -$58.6K -7,205 -20%
KWM
31
Kingsview Wealth Management
Oregon
$204K +$5.78K +711 +3%
SRC
32
Shufro Rose & Co
New York
$192K +$16.3K +2,000 +9%
CA
33
Cetera Advisors
Colorado
$150K -$75.8K -9,320 -34%
UBS Group
34
UBS Group
Switzerland
$149K -$2.68K -330 -2%
KAS
35
Kestra Advisory Services
Texas
$135K -$17.8K -2,195 -12%
SFS
36
Sowell Financial Services
Arkansas
$135K +$135K +16,641 New
CPRC
37
Consolidated Portfolio Review Corp
New York
$135K +$135K +16,569 New
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$118K +$103K +12,483 +657%
RJT
39
Raymond James Trust
Florida
$99K
VHAM
40
Van Hulzen Asset Management
California
$98K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$97.6K
RJA
42
Raymond James & Associates
Florida
$93.2K -$715 -88 -0.8%
AWM
43
Activest Wealth Management
Florida
$74.3K
ASN
44
Advisory Services Network
Georgia
$66.3K
TWC
45
TD Waterhouse Canada
Ontario, Canada
$62.2K
BFEC
46
Benjamin F. Edwards & Company
Missouri
$62K -$4.9K -600 -7%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$48K +$48K +5,855 New
TWM
48
Tradition Wealth Management
Minnesota
$17K +$8.54K +1,029 +101%
Citigroup
49
Citigroup
New York
$16.4K
HCM
50
Hollencrest Capital Management
California
$10.2K