PIMCO Income Strategy Fund
PFL
47 hedge funds and large institutions have $39.9M invested in PIMCO Income Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.
16% more capital invested
Capital invested by funds: $34.3M → $39.9M (+$5.54M)
2.33% more ownership
Funds ownership: 10.56% → 12.89% (+2.3%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| 1 |
HK
Horizon Kinetics
New York
|
+$6.54M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$722K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$508K |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$381K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$193K | -16,667 | Closed |
|
|
WA
52
WESPAC Advisors
Orinda,
California
| – | -$131K | -11,347 | Closed |
|
|
S
53
SignatureFD
Atlanta,
Georgia
| – | -$59K | -5,075 | Closed |
|
|
TFA
54
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$25K | -2,125 | Closed |
|
55
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$4K | -400 | Closed |
|
PFL Hedge Fund Activity: Q4 2013 in Review
47 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2013, worth a combined $39.9M — up 16% from $34.3M a quarter earlier.
Fund positioning in PFL was balanced in Q4 2013: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 15 trimmed.
The largest buyer was Horizon Kinetics, adding an estimated $6.54M. The largest seller was UBS, cutting an estimated $2.22M.
- 47 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $39.9M of PIMCO Income Strategy Fund stock for Q4 2013, up 16% quarter-over-quarter.
- 8 funds opened new PIMCO Income Strategy Fund positions in Q4 2013 and 8 closed out, a net change of 0 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2013 was Horizon Kinetics, an estimated $6.54M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2013 was UBS, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2013.