PIMCO Income Strategy Fund
PFL
42 hedge funds and large institutions have $39.2M invested in PIMCO Income Strategy Fund in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
6% more capital invested
Capital invested by funds: $36.9M → $39.2M (+$2.32M)
0.41% more ownership
Funds ownership: 12.89% → 13.3% (+0.41%)
11% less funds holding
Funds holding: 47 → 42 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
+$1.15M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$825K |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$315K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$215K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$526K |
| 2 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$373K |
| 3 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
-$268K |
| 4 |
SG Americas Securities
New York
|
-$233K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$139K |
PFL Hedge Fund Activity: Q1 2014 in Review
42 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2014, worth a combined $39.2M — up 6.3% from $36.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PFL and 1 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 16 added.
The largest buyer was Horizon Kinetics, adding an estimated $1.15M. The largest seller was Rivernorth Capital Management, cutting an estimated $526K.
- 42 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2014, down from 47 in Q4 2013.
- Funds reported $39.2M of PIMCO Income Strategy Fund stock for Q1 2014, up 6.3% quarter-over-quarter.
- 1 fund opened new PIMCO Income Strategy Fund positions in Q1 2014 and 6 closed out, a net change of -5 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2014 was Horizon Kinetics, an estimated $1.15M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2014 was Rivernorth Capital Management, an estimated $526K sold.
Based on aggregated 13F filings for Q1 2014.