PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

60 hedge funds and large institutions have $37.4M invested in PIMCO Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.21M
2
OCM
2
One Capital Management
California
$990K
3
CF
3
Centaurus Financial
California
$1.22M
4
GC
4
Guggenheim Capital
Illinois
$3.56M
5
SA
5
Sanctuary Advisors
Indiana
$272K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$467K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
MC
3
Moors & Cabot
Massachusetts
$0
4
PI
4
PFG Investments
New York
$0
5
SWP
5
Semus Wealth Partners
Florida
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$272K 32,937 +32,937 New
WWM
27
Western Wealth Management
Colorado
$256K 31,367 -9,569 -23%
KWM
28
Kingsview Wealth Management
Oregon
$237K 29,109 +834 +3%
MWA
29
Moser Wealth Advisors
Washington
$226K 27,778 +290 +1%
SIMG
30
Sonora Investment Management Group
Arizona
$213K 25,065 – –
TWC
31
TD Waterhouse Canada
Ontario, Canada
$202K 24,785 – –
AIA
32
Armor Investment Advisors
North Carolina
$193K 23,671 -6,332 -21%
SRC
33
Shufro Rose & Co
New York
$184K 22,600 – –
DADC
34
D.A. Davidson & Co
Montana
$183K 22,437 -3,038 -12%
CPRC
35
Consolidated Portfolio Review Corp
New York
$166K 20,366 -309 -1%
Lido Advisors
36
Lido Advisors
California
$165K 20,000 – –
UBS Group
37
UBS Group
Switzerland
$140K 17,118 -306 -2%
Creative Planning
38
Creative Planning
Kansas
$125K 15,364 -11,655 -43%
Walleye Capital
39
Walleye Capital
New York
$124K 15,276 +15,276 New
KAS
40
Kestra Advisory Services
Texas
$111K 13,585 -1,017 -7%
FAG
41
Fortitude Advisory Group
Washington
$107K 13,091 – –
GWM
42
Geneos Wealth Management
Colorado
$105K 12,914 +8,273 +178%
RJT
43
Raymond James Trust
Florida
$99.1K 12,155 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$84.3K 10,343 -58 -0.6%
CA
45
CoreCap Advisors
Michigan
$83K 10,180 – –
GJWM
46
Gilliland Jeter Wealth Management
Arkansas
$71.7K 8,800 – –
IAIM
47
International Assets Investment Management
Florida
$23.5K 2,881 +2,881 New
FGAM
48
Financial Gravity Asset Management
Texas
$13.7K 1,679 -11,365 -87%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$13K 1,560 -25 -2%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$10.9K 1,338 – –
1
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