PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

59 hedge funds and large institutions have $35M invested in PIMCO Income Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.29M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.19M
4
LP
4
Lloyd Park
Illinois
$171K
5
Invesco
5
Invesco
Georgia
$2.32M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.2M
2
KWM
2
Kingsview Wealth Management
Oregon
$207K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$5.46M 607,001 +7,821 +1%
Invesco
2
Invesco
Georgia
$2.32M 257,718 +18,036 +8%
Morgan Stanley
3
Morgan Stanley
New York
$2.29M 254,363 +54,292 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.98M 220,659 -5,130 -2%
AIA
5
Armor Investment Advisors
North Carolina
$1.98M 220,470 +8,188 +4%
Creative Planning
6
Creative Planning
Kansas
$1.73M 191,901 -12,480 -6%
CAN
7
Cetera Advisor Networks
California
$1.35M 150,271 +8,613 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.26M 139,994 -4,080 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.2M 133,118 -200,019 -60%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.19M 132,577 +40,399 +44%
AWS
11
Atria Wealth Solutions
New York
$1.18M 131,223 +131,223 New
Bank of America
12
Bank of America
North Carolina
$1.11M 123,651 -11,668 -9%
HKAM
13
Horizon Kinetics Asset Management
New York
$1.06M 117,837 -14,623 -11%
NA
14
NewEdge Advisors
Louisiana
$922K 102,600 +2,900 +3%
Ameriprise
15
Ameriprise
Minnesota
$884K 98,395 -7,002 -7%
Truist Financial
16
Truist Financial
North Carolina
$830K 92,328 -3,403 -4%
CF
17
Centaurus Financial
California
$657K 73,066 -3,750 -5%
CA
18
Cetera Advisors
Colorado
$582K 64,723 -2,500 -4%
SIMG
19
Sonora Investment Management Group
Arizona
$535K 59,561 – –
AWM
20
Apollon Wealth Management
South Carolina
$523K 58,213 – –
IA
21
IFP Advisors
Florida
$488K 40,030 – –
LPL Financial
22
LPL Financial
California
$477K 53,004 +6,525 +14%
UBS Group
23
UBS Group
Switzerland
$458K 50,939 -1,077 -2%
MIAN
24
Mariner Independent Advisor Network
Kansas
$440K 48,270 +14,793 +44%
Wells Fargo
25
Wells Fargo
California
$373K 41,485 -8,910 -18%
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