We are live on ! Find out more
PFL

PIMCO Income Strategy Fund
PFL

53 hedge funds and large institutions have $41.2M invested in PIMCO Income Strategy Fund in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13.6% more ownership

Funds ownership: 0% → 13.6% (+14%)

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$7.8M +$8.47M +652,320 New
HK
2
Horizon Kinetics
New York
$5.93M +$6.44M +495,956 New
U
3
UBS
Switzerland
$3.2M +$3.48M +267,768 New
Morgan Stanley
4
Morgan Stanley
New York
$2.93M +$3.18M +244,876 New
Bank of America
5
Bank of America
North Carolina
$2.27M +$2.46M +189,460 New
N
6
Nuveen
North Carolina
$2.18M +$2.37M +182,500 New
SIA
7
Sit Investment Associates
Minnesota
$1.57M +$1.71M +131,664 New
RJA
8
Raymond James & Associates
Florida
$1.52M +$1.65M +126,800 New
Mariner
9
Mariner
Kansas
$1.42M +$1.54M +118,377 New
Invesco
10
Invesco
Georgia
$1.17M +$1.27M +98,089 New
LPL Financial
11
LPL Financial
California
$1.06M +$1.15M +88,942 New
SB
12
Suntrust Banks
Georgia
$855K +$929K +71,525 New
Wells Fargo
13
Wells Fargo
California
$844K +$916K +70,586 New
NPC
14
National Planning Corporation
California
$815K +$885K +68,176 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$594K +$644K +49,608 New
SRC
16
Shufro Rose & Co
New York
$495K +$538K +41,450 New
FFA
17
First Foundation Advisors
California
$457K +$496K +38,209 New
HNB
18
Huntington National Bank
Ohio
$450K – – –
KFS
19
KMS Financial Services
Washington
$450K +$489K +37,638 New
SFS
20
Shaker Financial Services
Virginia
$432K +$469K +36,139 New
Creative Planning
21
Creative Planning
Kansas
$428K +$465K +35,797 New
FAAS
22
First Allied Advisory Services
California
$422K +$474K +36,541 New
Barclays
23
Barclays
United Kingdom
$346K +$375K +28,900 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$339K +$368K +28,361 New
PAA
25
Peregrine Asset Advisers
Oregon
$257K +$32.5K +2,502 New
1
2 3

PFL Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2013, worth a combined $41.2M.

Buyers outnumbered sellers: 53 funds opened new PFL positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $41.2M of PIMCO Income Strategy Fund stock for Q2 2013.
  • 53 funds opened new PIMCO Income Strategy Fund positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.