PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

52 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.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.56M
2
Creative Planning
Creative Planning
Kansas
$2.08M
3
OFG
OTA Financial Group
New York
$453K
4
Morgan Stanley
Morgan Stanley
New York
$1.83M
5
UBS Group
UBS Group
Switzerland
$599K

Top Sellers

1
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.97M
3
GC
Guggenheim Capital
Illinois
$240K
4
HKAM
Horizon Kinetics Asset Management
New York
$1.72M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$6.82M +$88.5K +7,616 +1%
Invesco
2
Invesco
Georgia
$2.81M +$234K +20,153 +9%
Bank of America
3
Bank of America
North Carolina
$2.56M +$1.33M +114,724 +109%
Creative Planning
4
Creative Planning
Kansas
$2.08M +$459K +39,516 +28%
AIA
5
Armor Investment Advisors
North Carolina
$2.04M -$154K -13,296 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.97M -$355K -30,560 -15%
Morgan Stanley
7
Morgan Stanley
New York
$1.83M +$401K +34,476 +28%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.74M +$54.4K +4,678 +3%
HKAM
9
Horizon Kinetics Asset Management
New York
$1.72M -$257K -22,119 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.67M +$123K +10,558 +8%
CAN
11
Cetera Advisor Networks
California
$1.43M +$89.4K +7,688 +7%
KWM
12
Kingsview Wealth Management
Oregon
$1.07M +$31.9K +2,747 +3%
Truist Financial
13
Truist Financial
North Carolina
$1.05M -$23.6K -2,034 -2%
CF
14
Centaurus Financial
California
$824K +$11.6K +1,000 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$735K +$2.79K +240 +0.4%
SIM
16
Sonora Investment Management
Arizona
$710K -$10.2K -880 -1%
AWM
17
Apollon Wealth Management
South Carolina
$676K – – –
Wells Fargo
18
Wells Fargo
California
$643K +$96.6K +8,314 +18%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$632K +$177K +15,260 +39%
UBS Group
20
UBS Group
Switzerland
$599K +$306K +26,317 +104%
DADC
21
D.A. Davidson & Co
Montana
$523K -$22.3K -1,914 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$518K +$11.3K +973 +2%
LPL Financial
23
LPL Financial
California
$464K +$25.4K +2,186 +6%
OFG
24
OTA Financial Group
New York
$453K +$453K +39,032 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$434K +$59.3K +5,097 +16%
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