PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

59 hedge funds and large institutions have $39.9M invested in PIMCO Income Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$1.04M
2
SIMG
2
Sonora Investment Management Group
Arizona
$655K
3
KOMWMG
3
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$544K
4
Millennium Management
4
Millennium Management
New York
$444K
5
F
5
F3Logic
Minnesota
$6.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.56M
2
OFG
2
OTA Financial Group
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.7M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cornerstone Advisory
Maryland
$32K 2,998 +2,998 New
US Bancorp
52
US Bancorp
Minnesota
$25K 2,314 – –
GWM
53
Geneos Wealth Management
Colorado
$24K 2,211 +2,211 New
Citigroup
54
Citigroup
New York
$21K 1,928 -973 -34%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$19K 1,700 +1,700 New
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$13.2K 1,200 – –
BLC
57
Brown, Lisle/Cummings
Rhode Island
$8.78K 800 +800 New
KFI
58
Key Financial Inc
Pennsylvania
$5K 488 – –
SWM
59
Selective Wealth Management
Virginia
$2K 177 – –
OFG
60
OTA Financial Group
New York
– – -39,032 Closed
GC
61
Guggenheim Capital
Illinois
– – -20,671 Closed
SF
62
Synovus Financial
Georgia
– – -11,075 Closed
FIA
63
FNY Investment Advisers
New York
– – -5,000 Closed
TRCT
64
Tower Research Capital (TRC)
New York
– – -100 Closed
CFGS
65
Concourse Financial Group Securities
Alabama
– – – –
1 2
3