PIMCO Income Strategy Fund
PFL
37 hedge funds and large institutions have $43.4M invested in PIMCO Income Strategy Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.
7% more capital invested
Capital invested by funds: $40.5M → $43.4M (+$2.82M)
0.45% less ownership
Funds ownership: 13.54% → 13.09% (-0.45%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
5% less funds holding
Funds holding: 39 → 37 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.42M |
| 2 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$721K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$612K |
| 4 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
+$163K |
| 5 |
Morgan Stanley
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.01M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$740K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$633K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$510K |
| 5 |
SRC
Shufro Rose & Co
New York
|
-$482K |
PFL Hedge Fund Activity: Q3 2017 in Review
37 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2017, worth a combined $43.4M — up 7% from $40.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PFL and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.42M. The largest seller was Sit Investment Associates, cutting an estimated $1.01M.
- 37 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2017, down from 39 in Q2 2017.
- Funds reported $43.4M of PIMCO Income Strategy Fund stock for Q3 2017, up 7% quarter-over-quarter.
- 4 funds opened new PIMCO Income Strategy Fund positions in Q3 2017 and 6 closed out, a net change of -2 holders.
- The largest PIMCO Income Strategy Fund buyer in Q3 2017 was Royal Bank of Canada, an estimated $1.42M added.
- The largest PIMCO Income Strategy Fund seller in Q3 2017 was Sit Investment Associates, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2017.