PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

57 hedge funds and large institutions have $30.5M invested in PIMCO Income Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.05M
2
Creative Planning
2
Creative Planning
Kansas
$1.3M
3
SFS
3
Shaker Financial Services
Virginia
$1.79M
4
GC
4
Guggenheim Capital
Illinois
$1.86M
5
Lido Advisors
5
Lido Advisors
California
$164K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
CF
2
Centaurus Financial
California
$0
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$3.64M
4
RCM
4
Rivernorth Capital Management
Florida
$101K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
26
Synovus Financial
Georgia
$319K +$9.15K +1,117 +3%
Wells Fargo
27
Wells Fargo
California
$269K +$8 +1 +0%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$269K +$1.48K +181 +0.6%
DADC
29
D.A. Davidson & Co
Montana
$233K – – –
MWA
30
Moser Wealth Advisors
Washington
$218K +$218K +26,646 New
KWM
31
Kingsview Wealth Management
Oregon
$212K +$6.32K +772 +3%
SRC
32
Shufro Rose & Co
New York
$193K – – –
Lido Advisors
33
Lido Advisors
California
$164K +$164K +20,000 New
KAS
34
Kestra Advisory Services
Texas
$163K +$26.8K +3,272 +20%
UBS Group
35
UBS Group
Switzerland
$160K +$9.73K +1,188 +6%
CPRC
36
Consolidated Portfolio Review Corp
New York
$142K +$6.32K +772 +5%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$136K +$131K +16,000 +2,406%
CA
38
CoreCap Advisors
Michigan
$135K +$135K +16,430 New
CA
39
Cetera Advisors
Colorado
$114K -$37K -4,520 -25%
RCM
40
Rivernorth Capital Management
Florida
$101K -$168K -20,520 -62%
RJT
41
Raymond James Trust
Florida
$100K – – –
AWM
42
Activest Wealth Management
Florida
$98K – – –
FAIM
43
Financial Advocates Investment Management
Washington
$87.6K +$87.6K +10,700 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$81.9K -$16.4K -2,006 -17%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$58.5K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$53K -$8.61K -1,060 -14%
Citigroup
47
Citigroup
New York
$17.7K +$1.16K +142 +7%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$17.2K -$100K -12,283 -85%
TWM
49
Tradition Wealth Management
Minnesota
$17K +$421 +52 +3%
HCM
50
Hollencrest Capital Management
California
$10.3K – – –
1
2
3