PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

50 hedge funds and large institutions have $40.8M invested in PIMCO Income Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$1.47M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$556K
3
KWM
Kingsview Wealth Management
Oregon
+$233K
4
Bank of America
Bank of America
North Carolina
+$214K
5
LPL Financial
LPL Financial
California
+$174K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$583K
2
GC
Guggenheim Capital
Illinois
-$443K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$419K
4
TC
Telemus Capital
Michigan
-$315K
5
BRWA
B. Riley Wealth Advisors
Florida
-$248K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
Telemus Capital
Michigan
– -$315K -26,000 Closed
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
– -$243K -20,117 Closed
WIA
53
World Investment Advisors
California
– -$161K -13,427 Closed
SFS
54
Sowell Financial Services
Arkansas
– -$95K -7,552 Closed
WWM
55
Wagner Wealth Management
South Carolina
– -$73K -6,106 Closed
IAIM
56
International Assets Investment Management
Florida
– -$47K -4,064 Closed
CAC
57
Certified Advisory Corp
Florida
– -$19K -1,580 Closed
RWM
58
RBA Wealth Management
California
– -$1.2K -100 Closed
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