PIMCO Income Strategy Fund
PFL
49 hedge funds and large institutions have $35.6M invested in PIMCO Income Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
17% more funds holding
Funds holding: 42 → 49 (+7)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
0.56% less ownership
Funds ownership: 14.17% → 13.61% (-0.56%)
6% less capital invested
Capital invested by funds: $37.9M → $35.6M (-$2.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
+$503K |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$383K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$243K |
| 4 |
Morgan Stanley
New York
|
+$168K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$582K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$221K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$175K |
PFL Hedge Fund Activity: Q3 2018 in Review
49 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2018, worth a combined $35.6M — down 6% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFL positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Shufro Rose & Co, opening a new position worth an estimated $503K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.28M.
- 49 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2018, up from 42 in Q2 2018.
- Funds reported $35.6M of PIMCO Income Strategy Fund stock for Q3 2018, down 6% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q3 2018 and 2 closed out, a net change of +7 holders.
- The largest PIMCO Income Strategy Fund buyer in Q3 2018 was Shufro Rose & Co, an estimated $503K added.
- The largest PIMCO Income Strategy Fund seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2018.