PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

62 hedge funds and large institutions have $35.8M invested in PIMCO Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.52M
2
CF
Centaurus Financial
California
+$671K
3
AWS
Atria Wealth Solutions
New York
+$605K
4
Bank of America
Bank of America
North Carolina
+$427K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$255K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.25M
2
SFS
Shaker Financial Services
Virginia
-$751K
3
ACM
Andina Capital Management
Utah
-$253K
4
Invesco
Invesco
Georgia
-$186K
5
VF
Virtu Financial
New York
-$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$322K -$17.2K -2,034 -5%
MC
27
Moors & Cabot
Massachusetts
$297K +$127K +15,000 +75%
AIA
28
Armor Investment Advisors
North Carolina
$254K -$72.3K -8,524 -22%
KWM
29
Kingsview Wealth Management
Oregon
$240K +$6.8K +802 +3%
MWA
30
Moser Wealth Advisors
Washington
$233K +$2.37K +279 +1%
Creative Planning
31
Creative Planning
Kansas
$229K -$17 -2 -0%
DADC
32
D.A. Davidson & Co
Montana
$216K – – –
SIMG
33
Sonora Investment Management Group
Arizona
$213K – – –
TWC
34
TD Waterhouse Canada
Ontario, Canada
$211K +$147K +17,185 +226%
SRC
35
Shufro Rose & Co
New York
$192K -$8.48K -1,000 -4%
CPRC
36
Consolidated Portfolio Review Corp
New York
$175K +$2.88K +340 +2%
PI
37
PFG Investments
New York
$175K +$175K +20,675 New
Lido Advisors
38
Lido Advisors
California
$171K – – –
UBS Group
39
UBS Group
Switzerland
$148K +$407 +48 +0.3%
JWCA
40
J.W. Cole Advisors
Florida
$142K +$142K +16,751 New
KAS
41
Kestra Advisory Services
Texas
$124K -$53.7K -6,337 -30%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$123K -$68.4K -8,062 -36%
FAG
43
Fortitude Advisory Group
Washington
$111K +$4.97K +586 +5%
FGAM
44
Financial Gravity Asset Management
Texas
$110K +$60.9K +7,195 +123%
RJT
45
Raymond James Trust
Florida
$103K – – –
Citadel Advisors
46
Citadel Advisors
Florida
$91.7K +$91.7K +10,811 New
CA
47
Cetera Advisors
Colorado
$88.9K – – –
Jane Street
48
Jane Street
New York
$88.7K +$88.7K +10,455 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$88.2K +$975 +115 +1%
CA
50
CoreCap Advisors
Michigan
$86.3K -$19.1K -2,250 -18%
1
2
3