PIMCO Income Strategy Fund
PFL
46 hedge funds and large institutions have $31.7M invested in PIMCO Income Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 45 → 46 (+1)
1.35% less ownership
Funds ownership: 13.97% → 12.62% (-1.4%)
6% less capital invested
Capital invested by funds: $33.8M → $31.7M (-$2.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
+$1.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$588K |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$164K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$160K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.69M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.72M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$541K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$186K |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$129K |
PFL Hedge Fund Activity: Q1 2019 in Review
46 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2019, worth a combined $31.7M — down 6.2% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFL positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was F3Logic, adding an estimated $1.18M. The largest seller was Royal Bank of Canada, cutting an estimated $3.69M.
- 46 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2019, up from 45 in Q4 2018.
- Funds reported $31.7M of PIMCO Income Strategy Fund stock for Q1 2019, down 6.2% quarter-over-quarter.
- 6 funds opened new PIMCO Income Strategy Fund positions in Q1 2019 and 4 closed out, a net change of +2 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2019 was F3Logic, an estimated $1.18M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2019 was Royal Bank of Canada, an estimated $3.69M sold.
Based on aggregated 13F filings for Q1 2019.