PIMCO Income Strategy Fund
PFL
47 hedge funds and large institutions have $36.9M invested in PIMCO Income Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.
130% more capital inflows, than outflows
Capital inflows: $12M | Capital outflows: $5.21M
2.33% more ownership
Funds ownership: 10.56% → 12.89% (+2.3%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Kinetics
New York
|
+$6.54M |
| 2 |
Shaker Financial Services
Arlington,
Virginia
|
+$2.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$722K |
| 4 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$508K |
| 5 |
Paloma Partners
Greenwich,
Connecticut
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS
Zurich,
Switzerland
|
-$2.22M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$435K |
| 3 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$396K |
| 4 |
First Allied Advisory Services
San Diego,
California
|
-$350K |
| 5 |
National Planning Corporation
El Segundo,
California
|
-$336K |
PFL Hedge Fund Activity: Q4 2013 in Review
47 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2013, worth a combined $36.9M — up 18% from $31.3M a quarter earlier.
Fund positioning in PFL was balanced in Q4 2013: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 15 trimmed.
The largest buyer was Horizon Kinetics, adding an estimated $6.54M. The largest seller was UBS, cutting an estimated $2.22M.
- 47 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $36.9M of PIMCO Income Strategy Fund stock for Q4 2013, up 18% quarter-over-quarter.
- 8 funds opened new PIMCO Income Strategy Fund positions in Q4 2013 and 8 closed out, a net change of 0 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2013 was Horizon Kinetics, an estimated $6.54M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2013 was UBS, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2013.