PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

64 hedge funds and large institutions have $36.2M invested in PIMCO Income Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.63M
2
LPL Financial
2
LPL Financial
California
$1.76M
3
SFS
3
Shaker Financial Services
Virginia
$2.13M
4
Ameriprise
4
Ameriprise
Minnesota
$684K
5
GC
5
Guggenheim Capital
Illinois
$3.31M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$228K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.29M
3
SWP
3
Semus Wealth Partners
Florida
$639K
4
AIA
4
Armor Investment Advisors
North Carolina
$325K
5
SF
5
Synovus Financial
Georgia
$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Andina Capital Management
Utah
$253K +$253K +29,934 New
KWM
27
Kingsview Wealth Management
Oregon
$232K +$7.28K +863 +3%
MWA
28
Moser Wealth Advisors
Washington
$230K +$2.45K +290 +1%
Creative Planning
29
Creative Planning
Kansas
$228K -$484K -57,354 -68%
DADC
30
D.A. Davidson & Co
Montana
$215K -$38.6K -4,579 -15%
SIMG
31
Sonora Investment Management Group
Arizona
$212K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$191K +$191K +22,585 New
SRC
33
Shufro Rose & Co
New York
$181K – – –
VF
34
Virtu Financial
New York
$178K +$178K +21,079 New
KAS
35
Kestra Advisory Services
Texas
$177K +$28K +3,318 +19%
CPRC
36
Consolidated Portfolio Review Corp
New York
$172K +$23.3K +2,758 +16%
Lido Advisors
37
Lido Advisors
California
$170K – – –
MC
38
Moors & Cabot
Massachusetts
$169K +$169K +20,000 New
UBS Group
39
UBS Group
Switzerland
$147K -$18.6K -2,198 -11%
Nomura Holdings
40
Nomura Holdings
Japan
$113K +$113K +13,405 New
FAG
41
Fortitude Advisory Group
Washington
$106K +$59 +7 +0.1%
CA
42
CoreCap Advisors
Michigan
$105K – – –
RJT
43
Raymond James Trust
Florida
$103K – – –
CA
44
Cetera Advisors
Colorado
$88.5K -$21.9K -2,600 -20%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$86.8K -$53.8K -6,379 -38%
AWM
46
AE Wealth Management
Kansas
$85K +$85K +10,017 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$84.4K – – –
TWC
48
TD Waterhouse Canada
Ontario, Canada
$64.7K – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$50.6K +$46.4K +5,496 +1,099%
FGAM
50
Financial Gravity Asset Management
Texas
$49.4K +$49.4K +5,849 New
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