PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

68 hedge funds and large institutions have $49.3M invested in PIMCO Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$850K
2
CF
Centaurus Financial
California
+$676K
3
Morgan Stanley
Morgan Stanley
New York
+$649K
4
Osaic Holdings
Osaic Holdings
Arizona
+$371K
5
RAM
Readystate Asset Management
Illinois
+$261K

Top Sellers

1
SF
Synovus Financial
Georgia
-$405K
2
SFS
Shaker Financial Services
Virginia
-$200K
3
Truist Financial
Truist Financial
North Carolina
-$121K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$116K
5
VF
Virtu Financial
New York
-$108K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
51
Miller Financial Services
Michigan
$93.2K +$93.2K +11,126 New
IA
52
Integrity Alliance
Iowa
$87.8K +$87.8K +10,478 New
CA
53
CoreCap Advisors
Michigan
$85.3K -$15.1K -1,800 -15%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$84.2K -$1.55K -185 -2%
AG
55
AmeriFlex Group
Nevada
$75.6K +$75.6K +8,939 New
VHAM
56
Van Hulzen Asset Management
California
$58.7K +$58.7K +7,000 New
ACM
57
Anfield Capital Management
California
$55.9K +$55.9K +6,669 New
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$23K +$1.97K +235 +9%
TSMHT
59
Thurston Springer Miller Herd & Titak
Indiana
$16.8K – – –
RCM
60
Raleigh Capital Management
North Carolina
$13.2K +$2.05K +245 +18%
SAM
61
Synergy Asset Management
Washington
$9.43K +$9.43K +1,100 New
SIS
62
Sound Income Strategies
Florida
$8.73K +$243 +29 +3%
FGC
63
Financial Gravity Companies
Texas
$7.49K – – –
Comerica Bank
64
Comerica Bank
Texas
$6.12K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$4.39K +$4.39K +524 New
KFI
66
Key Financial Inc
Pennsylvania
$4.09K – – –
FIA
67
FNY Investment Advisers
New York
$4K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$8 +$8 +1 New
IAIM
69
International Assets Investment Management
Florida
– -$2.97K -25,425 Closed
SFS
70
Shaker Financial Services
Virginia
– -$200K -23,082 Closed
VF
71
Virtu Financial
New York
– -$108K -12,575 Closed
GJWM
72
Gilliland Jeter Wealth Management
Arkansas
– -$75.4K -8,800 Closed
HCM
73
Hollencrest Capital Management
California
– -$10.7K -1,254 Closed
IBOK
74
Independence Bank of Kentucky
Kentucky
– -$10K -1,171 Closed
NB
75
NBT Bank
New York
– -$8.57K -1,000 Closed
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