PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

68 hedge funds and large institutions have $49.3M invested in PIMCO Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$850K
2
CF
Centaurus Financial
California
+$676K
3
Morgan Stanley
Morgan Stanley
New York
+$649K
4
Osaic Holdings
Osaic Holdings
Arizona
+$371K
5
RAM
Readystate Asset Management
Illinois
+$261K

Top Sellers

1
SF
Synovus Financial
Georgia
-$405K
2
SFS
Shaker Financial Services
Virginia
-$200K
3
Truist Financial
Truist Financial
North Carolina
-$121K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$116K
5
VF
Virtu Financial
New York
-$108K
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
26
Readystate Asset Management
Illinois
$261K +$261K +31,116 New
KWM
27
Kingsview Wealth Management
Oregon
$259K +$7.27K +868 +3%
SG
28
StoneX Group
New York
$252K +$252K +30,000 New
Wells Fargo
29
Wells Fargo
California
$248K – – –
SWP
30
Semus Wealth Partners
Florida
$218K -$81.3K -9,701 -27%
MWA
31
Moser Wealth Advisors
Washington
$216K -$19.7K -2,348 -8%
EFG
32
Elm3 Financial Group
Georgia
$210K +$210K +25,083 New
SIMG
33
Sonora Investment Management Group
Arizona
$210K – – –
TWC
34
TD Waterhouse Canada
Ontario, Canada
$206K – – –
FAIM
35
Financial Advocates Investment Management
Washington
$193K +$85.8K +10,233 +80%
SRC
36
Shufro Rose & Co
New York
$189K – – –
CPRC
37
Consolidated Portfolio Review Corp
New York
$189K +$15.3K +1,830 +9%
AIA
38
Armor Investment Advisors
North Carolina
$185K -$7.54K -900 -4%
WWM
39
Western Wealth Management
Colorado
$176K -$13.1K -1,558 -7%
Lido Advisors
40
Lido Advisors
California
$169K – – –
UBS Group
41
UBS Group
Switzerland
$147K +$737 +88 +0.5%
WIM
42
WealthPlan Investment Management
Nebraska
$140K +$3.13K +374 +2%
DADC
43
D.A. Davidson & Co
Montana
$137K -$69.8K -8,326 -34%
TF
44
Tudor Financial
Ohio
$130K +$130K +15,531 New
EW
45
Element Wealth
Mississippi
$130K +$130K +15,495 New
Creative Planning
46
Creative Planning
Kansas
$129K +$75 +9 +0.1%
TSS
47
Two Sigma Securities
New York
$129K +$129K +15,360 New
KAS
48
Kestra Advisory Services
Texas
$119K +$25.8K +3,083 +28%
GWM
49
Geneos Wealth Management
Colorado
$116K +$12K +1,437 +12%
FAG
50
Fortitude Advisory Group
Washington
$110K – – –
1
2
3