PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

52 hedge funds and large institutions have $26.1M invested in PIMCO Income Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCWM
Blue Chip Wealth Management
Florida
+$589K
2
GC
Guggenheim Capital
Illinois
+$216K
3
GA
Greytown Advisors
Florida
+$196K
4
CWM
Connecticut Wealth Management
Connecticut
+$112K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$103K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$584K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$314K
3
Bank of America
Bank of America
North Carolina
-$309K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$302K
5
BRWA
B. Riley Wealth Advisors
Florida
-$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Selective Wealth Management
Virginia
$2K – – –
Barclays
52
Barclays
United Kingdom
$1K +$1K +53 New
NWP
53
Northstar Wealth Partners
Connecticut
– -$107K -11,025 Closed
PAG
54
Private Advisor Group
New Jersey
– -$64K -6,594 Closed
CAN
55
Cetera Advisor Networks
California
– -$26K -2,673 Closed
1 2
3