PIMCO Income Strategy Fund
PFL
70 hedge funds and large institutions have $54.2M invested in PIMCO Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
13% more funds holding
Funds holding: 62 → 70 (+8)
7% more capital invested
Capital invested by funds: $50.5M → $54.2M (+$3.71M)
1.55% more ownership
Funds ownership: 16.74% → 18.29% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$861K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$684K |
| 3 |
Morgan Stanley
New York
|
+$657K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$376K |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
-$411K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$200K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$123K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$118K |
| 5 |
VF
Virtu Financial
New York
|
-$108K |
PFL Hedge Fund Activity: Q4 2024 in Review
70 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2024, worth a combined $54.2M — up 7.3% from $50.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PFL positions and 7 closed out — a net gain of 9 holders — while 27 added to existing stakes and 14 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $861K. The largest seller was Synovus Financial, cutting an estimated $411K.
- 70 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2024, up from 62 in Q3 2024.
- Funds reported $54.2M of PIMCO Income Strategy Fund stock for Q4 2024, up 7.3% quarter-over-quarter.
- 16 funds opened new PIMCO Income Strategy Fund positions in Q4 2024 and 7 closed out, a net change of +9 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $861K added.
- The largest PIMCO Income Strategy Fund seller in Q4 2024 was Synovus Financial, an estimated $411K sold.
Based on aggregated 13F filings for Q4 2024.