PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

52 hedge funds and large institutions have $26.1M invested in PIMCO Income Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCWM
Blue Chip Wealth Management
Florida
+$589K
2
GC
Guggenheim Capital
Illinois
+$216K
3
GA
Greytown Advisors
Florida
+$196K
4
CWM
Connecticut Wealth Management
Connecticut
+$112K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$103K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$584K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$314K
3
Bank of America
Bank of America
North Carolina
-$309K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$302K
5
BRWA
B. Riley Wealth Advisors
Florida
-$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$2.41M -$112K -11,071 -4%
Creative Planning
2
Creative Planning
Kansas
$2.28M +$25.3K +2,500 +1%
Invesco
3
Invesco
Georgia
$2.05M -$43.7K -4,315 -2%
HKAM
4
Horizon Kinetics Asset Management
New York
$1.85M -$79.4K -7,851 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.85M -$302K -29,860 -14%
AIA
6
Armor Investment Advisors
North Carolina
$1.68M +$54.5K +5,381 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.16M -$314K -31,073 -21%
Morgan Stanley
8
Morgan Stanley
New York
$1.11M +$39.4K +3,889 +4%
Bank of America
9
Bank of America
North Carolina
$1.06M -$309K -30,591 -23%
Truist Financial
10
Truist Financial
North Carolina
$996K -$584K -57,776 -37%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$928K +$7.38K +700 +0.8%
GC
12
Guggenheim Capital
Illinois
$816K +$216K +21,379 +36%
CF
13
Centaurus Financial
California
$688K +$97.1K +9,600 +16%
SIM
14
Sonora Investment Management
Arizona
$639K -$5.06K -500 -0.8%
BCWM
15
Blue Chip Wealth Management
Florida
$589K +$589K +58,213 New
Wells Fargo
16
Wells Fargo
California
$545K +$22K +2,176 +4%
KOMWMG
17
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$461K -$2.22K -219 -0.5%
DADC
18
D.A. Davidson & Co
Montana
$413K -$34.8K -3,438 -8%
SRC
19
Shufro Rose & Co
New York
$375K – – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$325K -$39.9K -3,948 -11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$297K -$880 -87 -0.3%
BRWA
22
B. Riley Wealth Advisors
Florida
$289K -$252K -24,830 -47%
UBS Group
23
UBS Group
Switzerland
$273K -$22.2K -2,200 -8%
TC
24
Telemus Capital
Michigan
$266K – – –
LPL Financial
25
LPL Financial
California
$261K -$81K -7,997 -24%
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