PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

60 hedge funds and large institutions have $45.6M invested in PIMCO Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% 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
23
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$10.7M
2
CF
2
Centaurus Financial
California
$1.97M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$462K
4
SF
4
Synovus Financial
Georgia
$820K
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.16M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$799K
3
GC
3
Guggenheim Capital
Illinois
$3.16M
4
Truist Financial
4
Truist Financial
North Carolina
$821K
5
SFS
5
Shaker Financial Services
Virginia
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$254K -$71.2K -8,307 -22%
MWA
27
Moser Wealth Advisors
Washington
$241K +$2.6K +303 +1%
SIMG
28
Sonora Investment Management Group
Arizona
$215K – – –
TWC
29
TD Waterhouse Canada
Ontario, Canada
$212K – – –
DADC
30
D.A. Davidson & Co
Montana
$211K +$18.9K +2,200 +10%
SFS
31
Shaker Financial Services
Virginia
$200K -$291K -33,681 -59%
AIA
32
Armor Investment Advisors
North Carolina
$197K -$5.6K -653 -3%
WWM
33
Western Wealth Management
Colorado
$194K -$75.1K -8,762 -28%
SRC
34
Shufro Rose & Co
New York
$184K – – –
CPRC
35
Consolidated Portfolio Review Corp
New York
$177K +$2.95K +344 +2%
Lido Advisors
36
Lido Advisors
California
$171K – – –
UBS Group
37
UBS Group
Switzerland
$150K +$3.15K +368 +2%
WIM
38
WealthPlan Investment Management
Nebraska
$140K +$140K +16,350 New
Creative Planning
39
Creative Planning
Kansas
$132K – – –
FAG
40
Fortitude Advisory Group
Washington
$112K – – –
FAIM
41
Financial Advocates Investment Management
Washington
$110K +$110K +12,800 New
VF
42
Virtu Financial
New York
$108K +$108K +12,575 New
GWM
43
Geneos Wealth Management
Colorado
$106K -$4.78K -558 -4%
RJT
44
Raymond James Trust
Florida
$104K – – –
CA
45
CoreCap Advisors
Michigan
$103K +$15.4K +1,800 +18%
KAS
46
Kestra Advisory Services
Texas
$94.9K -$21.6K -2,517 -19%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$87.7K -$934 -109 -1%
GJWM
48
Gilliland Jeter Wealth Management
Arkansas
$75.4K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$21.5K +$9.99K +1,166 +87%
TSMHT
50
Thurston Springer Miller Herd & Titak
Indiana
$17.1K +$17.1K +2,000 New
1
2
3