PIMCO Income Strategy Fund
PFL
54 hedge funds and large institutions have $38.1M invested in PIMCO Income Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $33.5M → $38.1M (+$4.56M)
8% more funds holding
Funds holding: 50 → 54 (+4)
2.11% more ownership
Funds ownership: 10.95% → 13.06% (+2.1%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
+$7.04M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.74M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$718K |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
+$516K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$167K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$155K |
| 3 |
Morgan Stanley
New York
|
-$143K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$138K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $8K | -$35 | -3 | -0.5% |
|
|
EIP
52
Ellis Investment Partners
Berwyn,
Pennsylvania
| $7K | +$175 | +15 | +3% |
|
|
SWM
53
Selective Wealth Management
Forest,
Virginia
| $6K | -$2.03K | -174 | -25% |
|
|
PAM
54
Panagora Asset Management
Boston,
Massachusetts
| $5K | -$6.21K | -533 | -58% |
|
|
CIA
55
Choate Investment Advisors
Boston,
Massachusetts
| – | -$167K | -14,653 | Closed |
|
|
FFA
56
First Foundation Advisors
Irvine,
California
| – | -$155K | -13,580 | Closed |
|
57
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -200 | Closed |
|
PFL Hedge Fund Activity: Q4 2019 in Review
54 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2019, worth a combined $38.1M — up 14% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFL positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Wealthspire Advisors (Maryland), opening a new position worth an estimated $7.04M. The largest seller was Choate Investment Advisors, exiting entirely with an estimated $167K sold.
- 54 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2019, up from 50 in Q3 2019.
- Funds reported $38.1M of PIMCO Income Strategy Fund stock for Q4 2019, up 14% quarter-over-quarter.
- 10 funds opened new PIMCO Income Strategy Fund positions in Q4 2019 and 4 closed out, a net change of +6 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2019 was Wealthspire Advisors (Maryland), an estimated $7.04M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2019 was Choate Investment Advisors, an estimated $167K sold.
Based on aggregated 13F filings for Q4 2019.