PIMCO Income Strategy Fund
PFL
53 hedge funds and large institutions have $39.9M invested in PIMCO Income Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
4% more funds holding
Funds holding: 51 → 53 (+2)
0.69% more ownership
Funds ownership: 9.36% → 10.05% (+0.69%)
2% less capital invested
Capital invested by funds: $40.8M → $39.9M (-$871K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.43M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$493K |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
+$487K |
| 4 |
Morgan Stanley
New York
|
+$430K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$625K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$381K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$351K |
| 4 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$276K |
| 5 |
Citigroup
New York
|
-$173K |
PFL Hedge Fund Activity: Q3 2021 in Review
53 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2021, worth a combined $39.9M — down 2.1% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFL positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $1.43M. The largest seller was Kerntke Otto McGlone Wealth Management Group, exiting entirely with an estimated $625K sold.
- 53 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2021, up from 51 in Q2 2021.
- Funds reported $39.9M of PIMCO Income Strategy Fund stock for Q3 2021, down 2.1% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q3 2021 and 6 closed out, a net change of +3 holders.
- The largest PIMCO Income Strategy Fund buyer in Q3 2021 was Bank of America, an estimated $1.43M added.
- The largest PIMCO Income Strategy Fund seller in Q3 2021 was Kerntke Otto McGlone Wealth Management Group, an estimated $625K sold.
Based on aggregated 13F filings for Q3 2021.