PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

46 hedge funds and large institutions have $33.5M invested in PIMCO Income Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$576K
2
BRWA
B. Riley Wealth Advisors
Florida
+$436K
3
F
F3Logic
Minnesota
+$256K
4
Invesco
Invesco
Georgia
+$162K
5
GC
Guggenheim Capital
Illinois
+$137K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$898K
2
LPL Financial
LPL Financial
California
-$159K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$144K
4
AG
Advisor Group
Arizona
-$115K
5
Wells Fargo
Wells Fargo
California
-$41.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$6.63M +$256K +21,640 +4%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.47M -$5.17K -438 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.23M +$103K +8,751 +5%
Creative Planning
4
Creative Planning
Kansas
$2.08M +$96.7K +8,192 +5%
Invesco
5
Invesco
Georgia
$2.01M +$162K +13,682 +9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.97M +$14.5K +1,225 +0.7%
Bank of America
7
Bank of America
North Carolina
$1.64M +$130K +11,038 +9%
AIA
8
Armor Investment Advisors
North Carolina
$1.61M +$40.9K +3,468 +3%
Ameriprise
9
Ameriprise
Minnesota
$1.13M +$28.3K +2,395 +3%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.08M -$144K -12,202 -12%
BTS
11
BB&T Securities
Virginia
$1.03M +$2.15K +182 +0.2%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$959K +$14.2K +1,200 +2%
SIM
13
Sonora Investment Management
Arizona
$756K – – –
SB
14
Suntrust Banks
Georgia
$676K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$609K +$32.9K +2,790 +6%
BRWA
16
B. Riley Wealth Advisors
Florida
$603K +$436K +36,906 +261%
CF
17
Centaurus Financial
California
$582K +$576K +48,728 +9,211%
Wells Fargo
18
Wells Fargo
California
$551K -$41.7K -3,537 -7%
UBS Group
19
UBS Group
Switzerland
$507K +$12.5K +1,059 +3%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$500K – – –
LPL Financial
21
LPL Financial
California
$492K -$159K -13,470 -24%
SRC
22
Shufro Rose & Co
New York
$468K – – –
AG
23
Advisor Group
Arizona
$382K -$115K -9,732 -23%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$333K +$3.03K +257 +0.9%
GC
25
Guggenheim Capital
Illinois
$289K +$137K +11,598 +90%
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