PFL

PIMCO Income Strategy Fund

52 hedge funds and large institutions have $37.6M invested in PIMCO Income Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
F
1
F3Logic
Minnesota
$6.92M +$24.2K +2,015 +0.4%
Invesco
2
Invesco
Georgia
$2.56M +$19K +1,583 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.3M +$163K +13,562 +8%
Creative Planning
4
Creative Planning
Kansas
$2.23M -$564K -46,915 -20%
HKAM
5
Horizon Kinetics Asset Management
New York
$2.17M -$16.7K -1,394 -0.8%
AIA
6
Armor Investment Advisors
North Carolina
$2.15M +$124K +10,345 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.66M +$266K +22,137 +19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.58M +$241K +20,104 +18%
Morgan Stanley
9
Morgan Stanley
New York
$1.39M +$223K +18,527 +19%
Truist Financial
10
Truist Financial
North Carolina
$1.14M -$32.8K -2,735 -3%
Bank of America
11
Bank of America
North Carolina
$1.07M +$56.5K +4,709 +6%
GC
12
Guggenheim Capital
Illinois
$1M -$20.9K -1,737 -2%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$864K -$181K -15,100 -17%
KWM
14
Kingsview Wealth Management
Oregon
$856K +$557K +45,984 +186%
CF
15
Centaurus Financial
California
$812K
SIM
16
Sonora Investment Management
Arizona
$759K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$752K +$389K +32,369 +107%
AWM
18
Apollon Wealth Management
South Carolina
$699K +$699K +58,213 New
Wells Fargo
19
Wells Fargo
California
$694K -$33.5K -2,787 -5%
KOMWMG
20
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$581K +$19.5K +1,625 +3%
DADC
21
D.A. Davidson & Co
Montana
$563K -$600 -50 -0.1%
BRWA
22
B. Riley Wealth Advisors
Florida
$552K +$239K +19,886 +76%
SRC
23
Shufro Rose & Co
New York
$446K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$377K +$11.2K +928 +3%
TC
25
Telemus Capital
Michigan
$315K