PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

60 hedge funds and large institutions have $37.4M invested in PIMCO Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.21M
2
OCM
2
One Capital Management
California
$990K
3
CF
3
Centaurus Financial
California
$1.22M
4
GC
4
Guggenheim Capital
Illinois
$3.56M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.46M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$467K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
MC
3
Moors & Cabot
Massachusetts
$0
4
PI
4
PFG Investments
New York
$0
5
SWP
5
Semus Wealth Partners
Florida
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
51
Raleigh Capital Management
North Carolina
$10.8K 1,330 – –
HCM
52
Hollencrest Capital Management
California
$10.2K 1,254 – –
SIS
53
Sound Income Strategies
Florida
$8.01K 983 +28 +3%
SFC
54
Strategic Financial Concepts
Texas
$6.5K 53,690 +53,690 New
GLR
55
Great Lakes Retirement
Ohio
$6.01K 730 +730 New
Comerica Bank
56
Comerica Bank
Texas
$5.95K 730 – –
KFI
57
Key Financial Inc
Pennsylvania
$3.98K 488 – –
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$648 80 +80 New
TFF
59
The Family Firm
Maryland
$150 18 +18 New
FFA
60
Farther Finance Advisors
California
$73 9 -82 -90%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
– – -48,154 Closed
MC
62
Moors & Cabot
Massachusetts
– – -35,000 Closed
PI
63
PFG Investments
New York
– – -20,675 Closed
JWCA
64
J.W. Cole Advisors
Florida
– – -16,751 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– – -14,523 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– – -10,811 Closed
Jane Street
67
Jane Street
New York
– – -10,455 Closed
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
– – -1,100 Closed
FIA
69
FNY Investment Advisers
New York
– – -500 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
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