PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

62 hedge funds and large institutions have $35.8M invested in PIMCO Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.52M
2
CF
Centaurus Financial
California
+$671K
3
AWS
Atria Wealth Solutions
New York
+$605K
4
Bank of America
Bank of America
North Carolina
+$427K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$255K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.25M
2
SFS
Shaker Financial Services
Virginia
-$751K
3
ACM
Andina Capital Management
Utah
-$253K
4
Invesco
Invesco
Georgia
-$186K
5
VF
Virtu Financial
New York
-$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
GJWM
51
Gilliland Jeter Wealth Management
Arkansas
$74.6K +$74.6K +8,800 New
GWM
52
Geneos Wealth Management
Colorado
$39.4K +$34.6K +4,083 +732%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$13K -$6.97K -850 -35%
RCM
54
Raleigh Capital Management
North Carolina
$11.3K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$11.1K +$7.73K +929 +227%
HCM
56
Hollencrest Capital Management
California
$10.6K – – –
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$9.41K +$9.41K +1,100 New
SIS
58
Sound Income Strategies
Florida
$8.1K +$8.1K +955 New
Comerica Bank
59
Comerica Bank
Texas
$6.19K – – –
KFI
60
Key Financial Inc
Pennsylvania
$4.14K – – –
FFA
61
Farther Finance Advisors
California
$778 – – –
FIA
62
FNY Investment Advisers
New York
$4 – – –
ACM
63
Andina Capital Management
Utah
– -$253K -29,934 Closed
VF
64
Virtu Financial
New York
– -$178K -21,079 Closed
Nomura Holdings
65
Nomura Holdings
Japan
– -$113K -13,405 Closed
AWM
66
AE Wealth Management
Kansas
– -$85K -10,017 Closed
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
– -$84.4K -10,000 Closed
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
– -$50.6K -5,996 Closed
ASN
69
Advisory Services Network
Georgia
– -$48K -5,687 Closed
TWM
70
Tradition Wealth Management
Minnesota
– -$45K -5,302 Closed
Citigroup
71
Citigroup
New York
– -$18.3K -2,164 Closed
US Bancorp
72
US Bancorp
Minnesota
– -$5.57K -660 Closed
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