PIMCO Income Strategy Fund
PFL
42 hedge funds and large institutions have $37.9M invested in PIMCO Income Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
1.75% more ownership
Funds ownership: 12.42% → 14.17% (+1.8%)
1% more capital invested
Capital invested by funds: $37.3M → $37.9M (+$551K)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
+$6M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$788K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$618K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$589K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$994K |
| 2 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$964K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$805K |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$253K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$162K |
PFL Hedge Fund Activity: Q2 2018 in Review
42 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2018, worth a combined $37.9M — up 1.5% from $37.3M a quarter earlier.
Fund positioning in PFL was balanced in Q2 2018: 6 funds opened new positions, 6 closed out, 17 added to existing stakes and 10 trimmed.
The largest buyer was Wealthspire Advisors (Maryland), opening a new position worth an estimated $6M. The largest seller was Royal Bank of Canada, cutting an estimated $994K.
- 42 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $37.9M of PIMCO Income Strategy Fund stock for Q2 2018, up 1.5% quarter-over-quarter.
- 6 funds opened new PIMCO Income Strategy Fund positions in Q2 2018 and 6 closed out, a net change of 0 holders.
- The largest PIMCO Income Strategy Fund buyer in Q2 2018 was Wealthspire Advisors (Maryland), an estimated $6M added.
- The largest PIMCO Income Strategy Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $994K sold.
Based on aggregated 13F filings for Q2 2018.