PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

59 hedge funds and large institutions have $39.9M invested in PIMCO Income Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$1.04M
2
SIMG
2
Sonora Investment Management Group
Arizona
$655K
3
KOMWMG
3
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$544K
4
Millennium Management
4
Millennium Management
New York
$444K
5
F
5
F3Logic
Minnesota
$6.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.56M
2
OFG
2
OTA Financial Group
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.7M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.49M
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$6.85M 624,665 +37,289 +6%
Invesco
2
Invesco
Georgia
$2.85M 260,088 +18,387 +8%
Creative Planning
3
Creative Planning
Kansas
$2.06M 188,064 +8,749 +5%
AIA
4
Armor Investment Advisors
North Carolina
$2.03M 185,127 +9,812 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.91M 173,680 +15,960 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.7M 155,258 -14,211 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.68M 152,857 +3,034 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.57M 143,561 -80 -0.1%
Bank of America
9
Bank of America
North Carolina
$1.56M 142,567 -77,744 -35%
HKAM
10
Horizon Kinetics Asset Management
New York
$1.49M 135,326 -12,780 -9%
CAN
11
Cetera Advisor Networks
California
$1.48M 135,067 +12,204 +10%
NA
12
NewEdge Advisors
Louisiana
$1.04M 94,360 +94,360 New
Truist Financial
13
Truist Financial
North Carolina
$1.02M 92,823 +2,608 +3%
KWM
14
Kingsview Wealth Management
Oregon
$982K 89,547 -2,181 -2%
CF
15
Centaurus Financial
California
$833K 75,925 +5,000 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$704K 64,172 +889 +1%
SIMG
17
Sonora Investment Management Group
Arizona
$655K 59,671 +59,671 New
AWM
18
Apollon Wealth Management
South Carolina
$639K 58,213 – –
BRWA
19
B. Riley Wealth Advisors
Florida
$630K 57,374 +35,146 +158%
UBS Group
20
UBS Group
Switzerland
$572K 52,131 +545 +1%
Wells Fargo
21
Wells Fargo
California
$544K 49,580 -5,751 -10%
KOMWMG
22
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$544K 49,617 +49,617 New
LPL Financial
23
LPL Financial
California
$508K 46,329 +6,429 +16%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$500K 45,662 +1,032 +2%
DADC
25
D.A. Davidson & Co
Montana
$463K 42,246 -2,725 -6%
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