PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

57 hedge funds and large institutions have $25.1M invested in PIMCO Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.64M
2
Truist Financial
2
Truist Financial
North Carolina
$854K
3
LPL Financial
3
LPL Financial
California
$605K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$373K
5
AWS
5
Atria Wealth Solutions
New York
$1.1M

Top Sellers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$0
2
Creative Planning
2
Creative Planning
Kansas
$647K
3
SFS
3
Shaker Financial Services
Virginia
$1.26M
4
Ameriprise
4
Ameriprise
Minnesota
$138K
5
SIMG
5
Sonora Investment Management Group
Arizona
$192K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$231K 30,054 +1,608 +6%
MWA
27
Moser Wealth Advisors
Washington
$206K 26,919 +273 +1%
KWM
28
Kingsview Wealth Management
Oregon
$204K 26,610 +785 +3%
SIMG
29
Sonora Investment Management Group
Arizona
$192K 25,065 -23,372 -48%
SRC
30
Shufro Rose & Co
New York
$181K 23,600 – –
Lido Advisors
31
Lido Advisors
California
$153K 20,000 – –
UBS Group
32
UBS Group
Switzerland
$150K 19,574 +49 +0.3%
Ameriprise
33
Ameriprise
Minnesota
$138K 18,039 -26,375 -59%
KAS
34
Kestra Advisory Services
Texas
$135K 17,621 -2,308 -12%
CPRC
35
Consolidated Portfolio Review Corp
New York
$135K 17,577 +236 +1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$128K 16,665 – –
CA
37
Cetera Advisors
Colorado
$100K 13,083 -800 -6%
FAG
38
Fortitude Advisory Group
Washington
$95.9K 12,498 +12,498 New
CA
39
CoreCap Advisors
Michigan
$95.3K 12,430 -4,000 -24%
RJT
40
Raymond James Trust
Florida
$93.2K 12,155 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$76.7K 10,000 – –
TWC
42
TD Waterhouse Canada
Ontario, Canada
$58.2K 7,600 – –
TWM
43
Tradition Wealth Management
Minnesota
$32K 4,163 +2,063 +98%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$22K 2,895 -3,630 -56%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$19.2K 2,509 +409 +19%
Citigroup
46
Citigroup
New York
$16.6K 2,164 – –
HCM
47
Hollencrest Capital Management
California
$9.62K 1,254 – –
RCM
48
Raleigh Capital Management
North Carolina
$8.78K 1,145 – –
EC
49
Elequin Capital
New York
$6.69K 872 +872 New
Comerica Bank
50
Comerica Bank
Texas
$5.6K 730 +730 New
1
2
3