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PFL

PIMCO Income Strategy Fund
PFL

70 hedge funds and large institutions have $54.2M invested in PIMCO Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

13% more funds holding

Funds holding: 62 → 70 (+8)

7% more capital invested

Capital invested by funds: $50.5M → $54.2M (+$3.71M)

1.55% more ownership

Funds ownership: 16.74% → 18.29% (+1.6%)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$861K
2
CF
Centaurus Financial
California
+$684K
3
Morgan Stanley
Morgan Stanley
New York
+$657K
4
Osaic Holdings
Osaic Holdings
Arizona
+$376K
5
RAM
Readystate Asset Management
Illinois
+$264K

Top Sellers

Rank Fund Capital Flow
1
SF
Synovus Financial
Georgia
-$411K
2
SFS
Shaker Financial Services
Virginia
-$200K
3
Truist Financial
Truist Financial
North Carolina
-$123K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$118K
5
VF
Virtu Financial
New York
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$266K +$270K +31,787 New
RAM
27
Readystate Asset Management
Illinois
$261K +$264K +31,116 New
KWM
28
Kingsview Wealth Management
Oregon
$259K +$7.37K +868 +3%
SG
29
StoneX Group
New York
$252K +$255K +30,000 New
Wells Fargo
30
Wells Fargo
California
$248K – – –
SWP
31
Semus Wealth Partners
Florida
$218K -$82.4K -9,701 -27%
MWA
32
Moser Wealth Advisors
Washington
$216K -$19.9K -2,348 -8%
EFG
33
Elm3 Financial Group
Georgia
$210K +$213K +25,083 New
SIMG
34
Sonora Investment Management Group
Arizona
$210K – – –
TWC
35
TD Waterhouse Canada
Ontario, Canada
$206K – – –
FAIM
36
Financial Advocates Investment Management
Washington
$193K +$86.9K +10,233 +80%
SRC
37
Shufro Rose & Co
New York
$189K – – –
CPRC
38
Consolidated Portfolio Review Corp
New York
$189K +$15.5K +1,830 +9%
AIA
39
Armor Investment Advisors
North Carolina
$185K -$7.64K -900 -4%
WWM
40
Western Wealth Management
Colorado
$176K -$13.2K -1,558 -7%
Lido Advisors
41
Lido Advisors
California
$169K – – –
UBS Group
42
UBS Group
Switzerland
$147K +$747 +88 +0.5%
WIM
43
WealthPlan Investment Management
Nebraska
$140K +$3.18K +374 +2%
DADC
44
D.A. Davidson & Co
Montana
$137K -$70.7K -8,326 -34%
TF
45
Tudor Financial
Ohio
$130K +$132K +15,531 New
EW
46
Element Wealth
Mississippi
$130K +$132K +15,495 New
Creative Planning
47
Creative Planning
Kansas
$129K +$76 +9 +0.1%
TSS
48
Two Sigma Securities
New York
$129K +$130K +15,360 New
KAS
49
Kestra Advisory Services
Texas
$119K +$26.2K +3,083 +28%
GWM
50
Geneos Wealth Management
Colorado
$116K +$12.2K +1,437 +12%
1
2
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PFL Hedge Fund Activity: Q4 2024 in Review

70 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2024, worth a combined $54.2M — up 7.3% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFL positions and 7 closed out — a net gain of 9 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $861K. The largest seller was Synovus Financial, cutting an estimated $411K.

  • 70 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2024, up from 62 in Q3 2024.
  • Funds reported $54.2M of PIMCO Income Strategy Fund stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 16 funds opened new PIMCO Income Strategy Fund positions in Q4 2024 and 7 closed out, a net change of +9 holders.
  • The largest PIMCO Income Strategy Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $861K added.
  • The largest PIMCO Income Strategy Fund seller in Q4 2024 was Synovus Financial, an estimated $411K sold.

Based on aggregated 13F filings for Q4 2024.