PFL

PIMCO Income Strategy Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.34M -$982K -82,856 -12%
F
2
F3Logic
Minnesota
$3.04M +$784K +65,679 +35%
HK
3
Horizon Kinetics
New York
$3M -$15.5K -1,305 -0.5%
Creative Planning
4
Creative Planning
Kansas
$2.06M +$95.5K +8,059 +5%
Morgan Stanley
5
Morgan Stanley
New York
$1.88M +$54.1K +4,570 +3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.79M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.76M +$86K +7,257 +5%
Invesco
8
Invesco
Georgia
$1.75M -$36.2K -3,052 -2%
AIA
9
Armor Investment Advisors
North Carolina
$1.63M -$67.6K -5,700 -4%
LPL Financial
10
LPL Financial
California
$1.33M +$305K +25,752 +30%
GC
11
Guggenheim Capital
Illinois
$1.25M -$54.6K -4,606 -4%
Ameriprise
12
Ameriprise
Minnesota
$1.19M +$47K +3,969 +4%
BTS
13
BB&T Securities
Virginia
$1.04M +$11.3K +958 +1%
Bank of America
14
Bank of America
North Carolina
$971K +$368K +31,030 +61%
AG
15
Advisor Group
Arizona
$942K +$610K +51,547 +184%
SIM
16
Sonora Investment Management
Arizona
$759K
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$705K -$94.8K -8,000 -12%
SB
18
Suntrust Banks
Georgia
$678K
CF
19
Centaurus Financial
California
$582K +$582K +49,120 New
Wells Fargo
20
Wells Fargo
California
$551K +$12 +1 +0%
UBS Group
21
UBS Group
Switzerland
$534K +$14.4K +1,212 +3%
WAM
22
Wealthspire Advisors (Maryland)
Maryland
$500K +$500K +500,000 New
SRC
23
Shufro Rose & Co
New York
$493K -$490K
FFA
24
First Foundation Advisors
California
$339K -$20.1K -1,702 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$233K +$2.58K +218 +1%