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PFL

PIMCO Income Strategy Fund
PFL

62 hedge funds and large institutions have $50.5M invested in PIMCO Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $42.3M → $50.5M (+$8.24M)

1.93% more ownership

Funds ownership: 14.81% → 16.74% (+1.9%)

0% more funds holding

Funds holding: 62 → 62 (0)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$6.08M
2
CF
Centaurus Financial
California
+$660K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$448K
4
SF
Synovus Financial
Georgia
+$399K
5
HKAM
Horizon Kinetics Asset Management
New York
+$302K

Top Sellers

1
OCM
One Capital Management
California
-$990K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$765K
3
GC
Guggenheim Capital
Illinois
-$567K
4
Truist Financial
Truist Financial
North Carolina
-$314K
5
SFS
Shaker Financial Services
Virginia
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
51
Thurston Springer Miller Herd & Titak
Indiana
$17.1K +$16.6K +2,000 New
CT
52
Caldwell Trust
Florida
$12.9K – – –
RCM
53
Raleigh Capital Management
North Carolina
$11.4K – – –
HCM
54
Hollencrest Capital Management
California
$10.7K – – –
IBOK
55
Independence Bank of Kentucky
Kentucky
$10K +$9.73K +1,171 New
SIS
56
Sound Income Strategies
Florida
$8.67K +$241 +29 +3%
NB
57
NBT Bank
New York
$8.57K +$8.31K +1,000 New
FGC
58
Financial Gravity Companies
Texas
$7.66K +$7.43K +894 New
Comerica Bank
59
Comerica Bank
Texas
$6.26K – – –
KFI
60
Key Financial Inc
Pennsylvania
$4.18K – – –
FIA
61
FNY Investment Advisers
New York
$4K +$4.15K +500 New
IAIM
62
International Assets Investment Management
Florida
$2.97K +$187K +22,544 +783%
OCM
63
One Capital Management
California
– -$990K -121,420 Closed
SFC
64
Strategic Financial Concepts
Texas
– -$6.5K -53,690 Closed
Walleye Capital
65
Walleye Capital
New York
– -$124K -15,276 Closed
GLR
66
Great Lakes Retirement
Ohio
– -$6.01K -730 Closed
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$648 -80 Closed
TFF
68
The Family Firm
Maryland
– -$150 -18 Closed
FFA
69
Farther Finance Advisors
California
– -$73 -9 Closed
1 2
3

PFL Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2024, worth a combined $50.5M — up 19% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFL positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.08M. The largest seller was One Capital Management, exiting entirely with an estimated $990K sold.

  • 62 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $50.5M of PIMCO Income Strategy Fund stock for Q3 2024, up 19% quarter-over-quarter.
  • 9 funds opened new PIMCO Income Strategy Fund positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest PIMCO Income Strategy Fund buyer in Q3 2024 was Rivernorth Capital Management, an estimated $6.08M added.
  • The largest PIMCO Income Strategy Fund seller in Q3 2024 was One Capital Management, an estimated $990K sold.

Based on aggregated 13F filings for Q3 2024.