PIMCO Income Strategy Fund
PFL
42 hedge funds and large institutions have $37.3M invested in PIMCO Income Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
5% more capital invested
Capital invested by funds: $35.5M → $37.3M (+$1.88M)
2% more funds holding
Funds holding: 41 → 42 (+1)
0.43% more ownership
Funds ownership: 11.98% → 12.42% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$911K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$450K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$288K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$276K |
| 5 |
Morgan Stanley
New York
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.35M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$700K |
| 3 |
SRC
Shufro Rose & Co
New York
|
-$484K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$451K |
| 5 |
TC
Telemus Capital
Southfield,
Michigan
|
-$420K |
PFL Hedge Fund Activity: Q1 2018 in Review
42 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2018, worth a combined $37.3M — up 5.3% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFL positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 10 trimmed.
The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $911K. The largest seller was LPL Financial, cutting an estimated $1.35M.
- 42 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2018, up from 41 in Q4 2017.
- Funds reported $37.3M of PIMCO Income Strategy Fund stock for Q1 2018, up 5.3% quarter-over-quarter.
- 6 funds opened new PIMCO Income Strategy Fund positions in Q1 2018 and 5 closed out, a net change of +1 holder.
- The largest PIMCO Income Strategy Fund buyer in Q1 2018 was Capital Wealth Planning, an estimated $911K added.
- The largest PIMCO Income Strategy Fund seller in Q1 2018 was LPL Financial, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2018.