PFL

PIMCO Income Strategy Fund

36 hedge funds and large institutions have $55.7M invested in PIMCO Income Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$15.1M +$14M +1,189,317 +1,196%
HK
2
Horizon Kinetics
New York
$8.87M -$160K -13,599 -2%
GC
3
Guggenheim Capital
Illinois
$5.73M +$1.45M +123,632 +34%
Invesco
4
Invesco
Georgia
$5.56M +$535K +45,541 +11%
BTS
5
BB&T Securities
Virginia
$5.53M +$1.67M +14,220 +43%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$2.57M -$117K -10,000 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.18M +$27.9K +2,378 +1%
Morgan Stanley
8
Morgan Stanley
New York
$2M -$95.1K -8,093 -5%
SB
9
Suntrust Banks
Georgia
$957K -$117K -10,000 -11%
LPL Financial
10
LPL Financial
California
$919K +$28.2K +2,399 +3%
Creative Planning
11
Creative Planning
Kansas
$821K +$73.9K +6,293 +10%
Wells Fargo
12
Wells Fargo
California
$789K -$15.2K -1,295 -2%
UBS Group
13
UBS Group
Switzerland
$629K +$629K +53,524 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$574K +$286K +24,269 +99%
SRC
15
Shufro Rose & Co
New York
$504K
NPC
16
National Planning Corporation
California
$485K +$10.2K +861 +2%
FFA
17
First Foundation Advisors
California
$464K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$384K +$182K +15,467 +90%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$324K -$11.3K -965 -3%
HCM
20
Hollencrest Capital Management
California
$303K -$55.9K -4,758 -16%
Goldman Sachs
21
Goldman Sachs
New York
$235K +$5.3K +450 +2%
BBA
22
BLB&B Advisors
Pennsylvania
$153K -$12.8K -1,092 -8%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$138K
CA
24
Cetera Advisors
Colorado
$133K
ONB
25
Old National Bancorp
Indiana
$119K +$119K +10,150 New