PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

54 hedge funds and large institutions have $33.8M invested in PIMCO Income Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$283K
2
F
F3Logic
Minnesota
+$221K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$169K
4
Citigroup
Citigroup
New York
+$134K
5
Invesco
Invesco
Georgia
+$103K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.39M
2
Bank of America
Bank of America
North Carolina
-$242K
3
GA
Greytown Advisors
Florida
-$196K
4
Ameriprise
Ameriprise
Minnesota
-$144K
5
Morgan Stanley
Morgan Stanley
New York
-$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$6.56M +$221K +19,308 +3%
Creative Planning
2
Creative Planning
Kansas
$2.66M +$82.9K +7,251 +3%
Invesco
3
Invesco
Georgia
$2.42M +$103K +8,983 +4%
HKAM
4
Horizon Kinetics Asset Management
New York
$2.09M -$6.87K -600 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.04M -$51.7K -4,515 -2%
AIA
6
Armor Investment Advisors
North Carolina
$1.93M +$25.8K +2,251 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.32M -$1.39M -121,871 -51%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.27M -$41.6K -3,640 -3%
Truist Financial
9
Truist Financial
North Carolina
$1.12M -$7.98K -698 -0.7%
Morgan Stanley
10
Morgan Stanley
New York
$1.12M -$134K -11,746 -11%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$995K -$11.4K -1,000 -1%
GC
12
Guggenheim Capital
Illinois
$976K +$53.7K +4,695 +6%
Bank of America
13
Bank of America
North Carolina
$962K -$242K -21,116 -20%
CF
14
Centaurus Financial
California
$774K -$4.2K -367 -0.5%
SIM
15
Sonora Investment Management
Arizona
$723K – – –
Wells Fargo
16
Wells Fargo
California
$692K +$77.3K +6,763 +13%
DADC
17
D.A. Davidson & Co
Montana
$537K +$69.6K +6,084 +15%
KOMWMG
18
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$535K +$13.9K +1,214 +3%
SRC
19
Shufro Rose & Co
New York
$424K – – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$348K -$19.8K -1,732 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$346K +$9.74K +851 +3%
BRWA
22
B. Riley Wealth Advisors
Florida
$298K -$28.8K -2,514 -9%
TC
23
Telemus Capital
Michigan
$297K – – –
LPL Financial
24
LPL Financial
California
$291K -$4.18K -365 -1%
KWM
25
Kingsview Wealth Management
Oregon
$283K +$283K +24,739 New
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