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PFL

PIMCO Income Strategy Fund
PFL

55 hedge funds and large institutions have $40.4M invested in PIMCO Income Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $40M → $40.4M (+$392K)

0.89% more ownership

Funds ownership: 10.67% → 11.56% (+0.89%)

10% less funds holding

Funds holding: 61 → 55 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.86M
2
Ameriprise
Ameriprise
Minnesota
+$904K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$743K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$728K
5
CA
Cetera Advisors
Colorado
+$694K

Top Sellers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
-$630K
2
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$544K
3
Millennium Management
Millennium Management
New York
-$444K
4
WAM
Weiss Asset Management
Massachusetts
-$405K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$12.2K – – –
BLC
52
Brown, Lisle/Cummings
Rhode Island
$8.16K – – –
KFI
53
Key Financial Inc
Pennsylvania
$5K – – –
FIA
54
FNY Investment Advisers
New York
$5K +$5.16K +500 New
SWM
55
Selective Wealth Management
Virginia
$2K – – –
BRWA
56
B. Riley Wealth Advisors
Florida
– -$630K -57,374 Closed
KOMWMG
57
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$544K -49,617 Closed
Millennium Management
58
Millennium Management
New York
– -$444K -40,452 Closed
WAM
59
Weiss Asset Management
Massachusetts
– -$405K -36,934 Closed
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
– -$209K -19,085 Closed
OIA
61
OneDigital Investment Advisors
Kansas
– -$165K -15,015 Closed
AWM
62
AE Wealth Management
Kansas
– -$138K -12,550 Closed
WIA
63
World Investment Advisors
California
– -$119K -11,531 Closed
Nomura Holdings
64
Nomura Holdings
Japan
– -$112K -10,300 Closed
CA
65
Cornerstone Advisory
Maryland
– -$32K -2,998 Closed
GWM
66
Geneos Wealth Management
Colorado
– -$24K -2,211 Closed
1 2
3

PFL Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2022, worth a combined $40.4M — up 0.98% from $40M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PFL and 5 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 22 added.

The largest buyer was Osaic Holdings, adding an estimated $1.86M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $630K sold.

  • 55 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2022, down from 61 in Q4 2021.
  • Funds reported $40.4M of PIMCO Income Strategy Fund stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 5 funds opened new PIMCO Income Strategy Fund positions in Q1 2022 and 11 closed out, a net change of -6 holders.
  • The largest PIMCO Income Strategy Fund buyer in Q1 2022 was Osaic Holdings, an estimated $1.86M added.
  • The largest PIMCO Income Strategy Fund seller in Q1 2022 was B. Riley Wealth Advisors, an estimated $630K sold.

Based on aggregated 13F filings for Q1 2022.