PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

64 hedge funds and large institutions have $36.6M invested in PIMCO Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.04M
2
Stifel Financial
2
Stifel Financial
Missouri
$772K
3
GC
3
Guggenheim Capital
Illinois
$510K
4
WWM
4
Western Wealth Management
Colorado
$380K
5
Mariner
5
Mariner
Kansas
$375K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$507K
2
IA
2
IFP Advisors
Florida
$157K
3
OFG
3
OTA Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$610K
5
UBS Group
5
UBS Group
Switzerland
$151K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$63.4K -$46.7K -5,600 -42%
WOSD
52
WFA of San Diego
California
$20.4K +$20.4K +2,511 New
US Bancorp
53
US Bancorp
Minnesota
$18.8K – – –
Citigroup
54
Citigroup
New York
$16.4K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$15.3K – – –
MCC
56
Money Concepts Capital
Florida
$13K +$13K +1,600 New
HCM
57
Hollencrest Capital Management
California
$10.2K +$10.2K +1,254 New
RCM
58
Raleigh Capital Management
North Carolina
$8.31K +$811 +100 +11%
TWM
59
Tradition Wealth Management
Minnesota
$8K +$8K +1,019 New
BLC
60
Brown, Lisle/Cummings
Rhode Island
$6.49K – – –
FIA
61
FNY Investment Advisers
New York
$4K – – –
KFI
62
Key Financial Inc
Pennsylvania
$3.89K – – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$8 +$8 +1 New
OFG
65
OTA Financial Group
New York
– -$322K -40,484 Closed
Jane Street
66
Jane Street
New York
– -$105K -13,194 Closed
OIA
67
OneDigital Investment Advisors
Kansas
– -$101K -12,640 Closed
AWM
68
AE Wealth Management
Kansas
– -$85K -10,697 Closed
AF
69
Allworth Financial
California
– -$9K -1,185 Closed
PA
70
Parallel Advisors
California
– -$2K -218 Closed
SWM
71
Selective Wealth Management
Virginia
– -$1K -177 Closed
1 2
3