PIMCO Income Strategy Fund
PFL
66 hedge funds and large institutions have $41M invested in PIMCO Income Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
40% more capital invested
Capital invested by funds: $29.4M → $41M (+$11.6M)
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
12% more funds holding
Funds holding: 59 → 66 (+7)
2.91% more ownership
Funds ownership: 10.83% → 13.74% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$678K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$493K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$449K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$96.5K |
| 3 |
SWP
Semus Wealth Partners
Boca Raton,
Florida
|
-$62.9K |
| 4 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$62.8K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$54.7K |
PFL Hedge Fund Activity: Q4 2023 in Review
66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2023, worth a combined $41M — up 40% from $29.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFL positions and 2 closed out — a net gain of 7 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.02M. The largest seller was Creative Planning, cutting an estimated $449K.
- 66 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2023, up from 59 in Q3 2023.
- Funds reported $41M of PIMCO Income Strategy Fund stock for Q4 2023, up 40% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q4 2023 and 2 closed out, a net change of +7 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2023 was Morgan Stanley, an estimated $4.02M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2023 was Creative Planning, an estimated $449K sold.
Based on aggregated 13F filings for Q4 2023.