PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

59 hedge funds and large institutions have $35M invested in PIMCO Income Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.29M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.19M
4
LP
4
Lloyd Park
Illinois
$171K
5
Invesco
5
Invesco
Georgia
$2.32M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.2M
2
KWM
2
Kingsview Wealth Management
Oregon
$207K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$18K +$18K +2,006 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$17K – – –
TCWM
53
Total Clarity Wealth Management
Illinois
$10K +$10K +1,150 New
BLC
54
Brown, Lisle/Cummings
Rhode Island
$7.19K – – –
SAM
55
Strategic Asset Management
Minnesota
$6K +$6K +675 New
FIA
56
FNY Investment Advisers
New York
$4K – – –
KFI
57
Key Financial Inc
Pennsylvania
$4K – – –
SWM
58
Selective Wealth Management
Virginia
$2K – – –
PA
59
Parallel Advisors
California
$2K +$2K +212 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
– -$477K -46,770 Closed
UCFA
61
United Capital Financial Advisors
Texas
– -$150K -14,754 Closed
FPW
62
Flagship Private Wealth
Massachusetts
– -$110K -10,802 Closed
RJFSA
63
Raymond James Financial Services Advisors
Florida
– -$102K -10,023 Closed
FAG
64
Fortitude Advisory Group
Washington
– -$61K -6,011 Closed
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
– -$12.2K -1,200 Closed
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