PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

50 hedge funds and large institutions have $33.5M invested in PIMCO Income Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Sunbelt Securities
Texas
+$347K
2
F
F3Logic
Minnesota
+$272K
3
MML Investors Services
MML Investors Services
Massachusetts
+$249K
4
BRWA
B. Riley Wealth Advisors
Florida
+$241K
5
CIA
Choate Investment Advisors
Massachusetts
+$167K

Top Sellers

1
WAM
Wealthspire Advisors (Maryland)
Maryland
-$500K
2
Morgan Stanley
Morgan Stanley
New York
-$204K
3
PAG
Private Advisor Group
New Jersey
-$126K
4
Creative Planning
Creative Planning
Kansas
-$106K
5
LPL Financial
LPL Financial
California
-$81.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$6.69M +$272K +23,827 +4%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.37M -$16K -1,400 -0.7%
Invesco
3
Invesco
Georgia
$1.98M +$40.7K +3,563 +2%
Morgan Stanley
4
Morgan Stanley
New York
$1.96M -$204K -17,858 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.93M +$22.1K +1,930 +1%
Creative Planning
6
Creative Planning
Kansas
$1.91M -$106K -9,281 -5%
Bank of America
7
Bank of America
North Carolina
$1.68M +$92.7K +8,109 +6%
AIA
8
Armor Investment Advisors
North Carolina
$1.64M +$79.9K +6,991 +5%
Ameriprise
9
Ameriprise
Minnesota
$1.1M +$6.07K +531 +0.6%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.06M +$13.5K +1,183 +1%
BTS
11
BB&T Securities
Virginia
$1.02M +$24.9K +2,176 +2%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$1M +$72K +6,300 +8%
BRWA
13
B. Riley Wealth Advisors
Florida
$825K +$241K +21,122 +41%
SIM
14
Sonora Investment Management
Arizona
$732K – – –
SB
15
Suntrust Banks
Georgia
$654K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$648K +$58.1K +5,082 +10%
Wells Fargo
17
Wells Fargo
California
$620K +$86K +7,524 +16%
CF
18
Centaurus Financial
California
$609K +$46.4K +4,066 +8%
UBS Group
19
UBS Group
Switzerland
$450K -$40.4K -3,530 -8%
SRC
20
Shufro Rose & Co
New York
$441K -$11.4K -1,000 -3%
LPL Financial
21
LPL Financial
California
$394K -$81.3K -7,124 -17%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$356K +$137K +11,984 +62%
SS
23
Sunbelt Securities
Texas
$347K +$347K +30,380 New
AG
24
Advisor Group
Arizona
$321K -$48.3K -4,219 -13%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$319K -$2.97K -260 -0.9%
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