PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

50 hedge funds and large institutions have $40.8M invested in PIMCO Income Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$1.47M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$556K
3
KWM
Kingsview Wealth Management
Oregon
+$233K
4
Bank of America
Bank of America
North Carolina
+$214K
5
LPL Financial
LPL Financial
California
+$174K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$583K
2
GC
Guggenheim Capital
Illinois
-$443K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$419K
4
TC
Telemus Capital
Michigan
-$315K
5
BRWA
B. Riley Wealth Advisors
Florida
-$248K
Name Holding Trade Value Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$7.39M +$50.3K +3,942 +0.7%
Invesco
2
Invesco
Georgia
$2.83M +$103K +8,041 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.55M +$107K +8,414 +4%
AIA
4
Armor Investment Advisors
North Carolina
$2.41M +$127K +9,950 +6%
HKAM
5
Horizon Kinetics Asset Management
New York
$2.17M -$135K -10,600 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.85M +$92.3K +7,241 +5%
Creative Planning
7
Creative Planning
Kansas
$1.78M -$583K -45,759 -25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.7M +$20K +1,567 +1%
Morgan Stanley
9
Morgan Stanley
New York
$1.57M +$92.5K +7,259 +6%
CAN
10
Cetera Advisor Networks
California
$1.47M +$1.47M +115,175 New
Bank of America
11
Bank of America
North Carolina
$1.35M +$214K +16,808 +19%
Truist Financial
12
Truist Financial
North Carolina
$1.18M -$35.5K -2,786 -3%
KWM
13
Kingsview Wealth Management
Oregon
$1.14M +$233K +18,258 +26%
CF
14
Centaurus Financial
California
$892K +$29.3K +2,300 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$804K +$5.8K +455 +0.7%
SIM
16
Sonora Investment Management
Arizona
$790K -$15.6K -1,220 -2%
AWM
17
Apollon Wealth Management
South Carolina
$742K – – –
KOMWMG
18
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$625K +$7.42K +582 +1%
GC
19
Guggenheim Capital
Illinois
$623K -$443K -34,732 -42%
Wells Fargo
20
Wells Fargo
California
$599K -$137K -10,753 -19%
DADC
21
D.A. Davidson & Co
Montana
$598K – – –
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$556K +$556K +43,657 New
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$499K -$419K -32,800 -46%
LPL Financial
24
LPL Financial
California
$481K +$174K +13,673 +57%
SRC
25
Shufro Rose & Co
New York
$473K – – –
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