PIMCO Income Strategy Fund
PFL
45 hedge funds and large institutions have $33.8M invested in PIMCO Income Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 9 closing their positions.
0.36% more ownership
Funds ownership: 13.61% → 13.97% (+0.36%)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
5% less capital invested
Capital invested by funds: $35.6M → $33.8M (-$1.82M)
8% less funds holding
Funds holding: 49 → 45 (-4)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.53M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$1.64M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$556K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$189K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.74M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$703K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$684K |
| 4 |
LPL Financial
San Diego,
California
|
-$609K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$445K |
PFL Hedge Fund Activity: Q4 2018 in Review
45 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2018, worth a combined $33.8M — down 5.1% from $35.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PFL and 8 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 12 added.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.53M. The largest seller was Royal Bank of Canada, cutting an estimated $1.74M.
- 45 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2018, down from 49 in Q3 2018.
- Funds reported $33.8M of PIMCO Income Strategy Fund stock for Q4 2018, down 5.1% quarter-over-quarter.
- 8 funds opened new PIMCO Income Strategy Fund positions in Q4 2018 and 9 closed out, a net change of -1 holder.
- The largest PIMCO Income Strategy Fund buyer in Q4 2018 was Shaker Financial Services, an estimated $2.53M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2018 was Royal Bank of Canada, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2018.