PIMCO Income Strategy Fund
PFL
55 hedge funds and large institutions have $33.9M invested in PIMCO Income Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
29% more capital invested
Capital invested by funds: $26.2M → $33.9M (+$7.69M)
4% more funds holding
Funds holding: 53 → 55 (+2)
1.13% less ownership
Funds ownership: 10.3% → 9.17% (-1.1%)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$265K |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$206K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$158K |
| 4 |
Citigroup
New York
|
+$125K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$96.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$226K |
| 3 |
GA
Greytown Advisors
Miami,
Florida
|
-$196K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$144K |
| 5 |
Morgan Stanley
New York
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
51
Key Financial Inc
West Chester,
Pennsylvania
| $6K | +$5.22K | +488 | New |
|
|
IA
52
Inspire Advisors
Meridian,
Idaho
| $4K | +$3.48K | +325 | New |
|
|
SWM
53
Selective Wealth Management
Forest,
Virginia
| $2K | – | – | – |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $2K | +$2.14K | +200 | New |
|
|
PAM
55
Panagora Asset Management
Boston,
Massachusetts
| $1K | -$4.27K | -399 | -82% |
|
|
GA
56
Greytown Advisors
Miami,
Florida
| – | -$196K | -19,200 | Closed |
|
|
57
Ameriprise
Minneapolis,
Minnesota
| – | -$144K | -14,257 | Closed |
|
|
CWM
58
Connecticut Wealth Management
Farmington,
Connecticut
| – | -$112K | -11,025 | Closed |
|
|
IWC
59
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$103K | -10,176 | Closed |
|
|
S
60
SignatureFD
Atlanta,
Georgia
| – | -$10K | -1,007 | Closed |
|
61
Barclays
London,
United Kingdom
| – | -$1K | -53 | Closed |
|
PFL Hedge Fund Activity: Q4 2020 in Review
55 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2020, worth a combined $33.9M — up 29% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFL positions and 6 closed out — a net gain of 3 holders — while 13 added to existing stakes and 19 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $265K. The largest seller was Osaic Holdings, cutting an estimated $1.3M.
- 55 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2020, up from 53 in Q3 2020.
- Funds reported $33.9M of PIMCO Income Strategy Fund stock for Q4 2020, up 29% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q4 2020 and 6 closed out, a net change of +3 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2020 was Kingsview Wealth Management, an estimated $265K added.
- The largest PIMCO Income Strategy Fund seller in Q4 2020 was Osaic Holdings, an estimated $1.3M sold.
Based on aggregated 13F filings for Q4 2020.