PIMCO Income Strategy Fund
PFL
49 hedge funds and large institutions have $49M invested in PIMCO Income Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
11% more funds holding
Funds holding: 44 → 49 (+5)
0.34% more ownership
Funds ownership: 17.97% → 18.31% (+0.34%)
0% more capital invested
Capital invested by funds: $49M → $49M (+$567)
Top Buyers
Top Sellers
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.79M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.45M |
| 3 |
HK
Horizon Kinetics
New York
|
-$1.12M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$550K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
51
Landscape Capital Management
Englewood,
New Jersey
| – | -$177K | -16,545 | Closed |
|
52
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$31K | -3,000 | Closed |
|
|
IWMPD
53
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$3K | -270 | Closed |
|
PFL Hedge Fund Activity: Q4 2016 in Review
49 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2016, worth a combined $49M — up 0% from $49M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFL positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $3.11M. The largest seller was Sit Investment Associates, cutting an estimated $3.79M.
- 49 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2016, up from 44 in Q3 2016.
- Funds reported $49M of PIMCO Income Strategy Fund stock for Q4 2016, up 0% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q4 2016 and 4 closed out, a net change of +5 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2016 was Shaker Financial Services, an estimated $3.11M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2016 was Sit Investment Associates, an estimated $3.79M sold.
Based on aggregated 13F filings for Q4 2016.