PIMCO Income Strategy Fund
PFL
59 hedge funds and large institutions have $30.7M invested in PIMCO Income Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 9 closing their positions.
1.9% less ownership
Funds ownership: 12.94% → 11.03% (-1.9%)
11% less funds holding
Funds holding: 66 → 59 (-7)
17% less capital invested
Capital invested by funds: $37.2M → $30.7M (-$6.49M)
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$4.27M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.17M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.16M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$917K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$843K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$1.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$982K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$731K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$729K |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$182K |
PFL Hedge Fund Activity: Q1 2023 in Review
59 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2023, worth a combined $30.7M — down 17% from $37.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PFL and 6 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 16 added.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $4.27M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.05M sold.
- 59 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2023, down from 66 in Q4 2022.
- Funds reported $30.7M of PIMCO Income Strategy Fund stock for Q1 2023, down 17% quarter-over-quarter.
- 6 funds opened new PIMCO Income Strategy Fund positions in Q1 2023 and 9 closed out, a net change of -3 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $4.27M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2023 was Atria Wealth Solutions, an estimated $1.05M sold.
Based on aggregated 13F filings for Q1 2023.