PIMCO Income Strategy Fund
PFL
50 hedge funds and large institutions have $33.5M invested in PIMCO Income Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
9% more funds holding
Funds holding: 46 → 50 (+4)
0% more capital invested
Capital invested by funds: $33.5M → $33.5M (+$51.8K)
1.34% less ownership
Funds ownership: 12.29% → 10.95% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$355K |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$278K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$255K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$247K |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
-$500K |
| 2 |
Morgan Stanley
New York
|
-$209K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$126K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$108K |
| 5 |
LPL Financial
San Diego,
California
|
-$83.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
51
Private Advisor Group
Morristown,
New Jersey
| – | -$126K | -10,657 | Closed |
|
|
TPWA
52
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$11K | -926 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | +$12 | +1 | New |
|
PFL Hedge Fund Activity: Q3 2019 in Review
50 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2019, worth a combined $33.5M — up 0.15% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFL positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Sunbelt Securities, opening a new position worth an estimated $355K. The largest seller was Wealthspire Advisors (Maryland), exiting entirely with an estimated $500K sold.
- 50 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2019, up from 46 in Q2 2019.
- Funds reported $33.5M of PIMCO Income Strategy Fund stock for Q3 2019, up 0.15% quarter-over-quarter.
- 7 funds opened new PIMCO Income Strategy Fund positions in Q3 2019 and 3 closed out, a net change of +4 holders.
- The largest PIMCO Income Strategy Fund buyer in Q3 2019 was Sunbelt Securities, an estimated $355K added.
- The largest PIMCO Income Strategy Fund seller in Q3 2019 was Wealthspire Advisors (Maryland), an estimated $500K sold.
Based on aggregated 13F filings for Q3 2019.