PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
F3Logic
Minnesota
+$1.2M
2
Bank of America
Bank of America
North Carolina
+$595K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$166K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$162K
5
SFS
Sowell Financial Services
Arkansas
+$153K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.74M
2
SFS
Shaker Financial Services
Virginia
-$1.74M
3
GC
Guggenheim Capital
Illinois
-$547K
4
WAM
Weiss Asset Management
Massachusetts
-$186K
5
NA
Nottingham Advisors
New York
-$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$6.18M +$1.2M +104,321 +24%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.4M +$2.4M +209,225 New
Morgan Stanley
3
Morgan Stanley
New York
$2.07M +$84.6K +7,373 +4%
Creative Planning
4
Creative Planning
Kansas
$1.93M -$54.4K -4,740 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.9M +$74.7K +6,512 +4%
Invesco
6
Invesco
Georgia
$1.79M +$93.2K +8,130 +5%
AIA
7
Armor Investment Advisors
North Carolina
$1.53M +$43.6K +3,800 +3%
Bank of America
8
Bank of America
North Carolina
$1.47M +$595K +51,828 +68%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.19M +$67.7K +5,907 +6%
Ameriprise
10
Ameriprise
Minnesota
$1.07M -$15K -1,304 -1%
BTS
11
BB&T Securities
Virginia
$998K +$7.03K +613 +0.7%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$918K +$166K +14,500 +22%
SFS
13
Shaker Financial Services
Virginia
$898K -$1.74M -151,346 -66%
SIM
14
Sonora Investment Management
Arizona
$734K – – –
SB
15
Suntrust Banks
Georgia
$656K – – –
LPL Financial
16
LPL Financial
California
$632K -$12.7K -1,107 -2%
Wells Fargo
17
Wells Fargo
California
$576K +$20.9K +1,821 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$560K -$3.74M -325,825 -87%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$500K – – –
AG
20
Advisor Group
Arizona
$483K +$127K +11,081 +36%
UBS Group
21
UBS Group
Switzerland
$480K -$30.4K -2,654 -6%
SRC
22
Shufro Rose & Co
New York
$454K – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$321K +$11.9K +1,036 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$190K +$11.7K +1,018 +7%
TC
25
Telemus Capital
Michigan
$184K – – –
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