PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

60 hedge funds and large institutions have $29.7M invested in PIMCO Income Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$429K
2
OFG
2
OTA Financial Group
New York
$322K
3
Ameriprise
3
Ameriprise
Minnesota
$1.03M
4
AWS
4
Atria Wealth Solutions
New York
$1.2M
5
LPL Financial
5
LPL Financial
California
$556K

Top Sellers

1
AIA
1
Armor Investment Advisors
North Carolina
$741K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$266K
3
CA
3
Cetera Advisors
Colorado
$317K
4
Bank of America
4
Bank of America
North Carolina
$825K
5
KOMWMG
5
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$15K – – –
AF
52
Allworth Financial
California
$9K +$9K +1,185 New
RCM
53
Raleigh Capital Management
North Carolina
$7K +$7K +925 New
BLC
54
Brown, Lisle/Cummings
Rhode Island
$6.38K – – –
SAM
55
Strategic Asset Management
Minnesota
$5K – – –
KFI
56
Key Financial Inc
Pennsylvania
$4K – – –
FIA
57
FNY Investment Advisers
New York
$3K – – –
PA
58
Parallel Advisors
California
$2K +$55 +6 +3%
SWM
59
Selective Wealth Management
Virginia
$1K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1K +$1K +213 New
KOMWMG
61
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$142K -15,838 Closed
ASN
62
Advisory Services Network
Georgia
– -$97K -10,742 Closed
Nomura Holdings
63
Nomura Holdings
Japan
– -$90K -10,000 Closed
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
– -$53K -5,943 Closed
SWM
65
SeaCrest Wealth Management
New York
– -$18K -2,000 Closed
TCWM
66
Total Clarity Wealth Management
Illinois
– -$10K -1,150 Closed
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