PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

60 hedge funds and large institutions have $29.7M invested in PIMCO Income Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$429K
2
OFG
2
OTA Financial Group
New York
$322K
3
Ameriprise
3
Ameriprise
Minnesota
$1.03M
4
AWS
4
Atria Wealth Solutions
New York
$1.2M
5
LPL Financial
5
LPL Financial
California
$556K

Top Sellers

1
AIA
1
Armor Investment Advisors
North Carolina
$741K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$266K
3
CA
3
Cetera Advisors
Colorado
$317K
4
Bank of America
4
Bank of America
North Carolina
$825K
5
KOMWMG
5
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$4.78M 599,113 -7,888 -1%
Morgan Stanley
2
Morgan Stanley
New York
$2.09M 262,040 +7,677 +3%
Invesco
3
Invesco
Georgia
$1.99M 249,316 -8,402 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.67M 209,217 -11,442 -5%
Creative Planning
5
Creative Planning
Kansas
$1.48M 186,152 -5,749 -3%
AWS
6
Atria Wealth Solutions
New York
$1.2M 149,908 +18,685 +14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.12M 140,613 +619 +0.4%
CAN
8
Cetera Advisor Networks
California
$1.08M 136,065 -14,206 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.04M 130,555 -2,563 -2%
Ameriprise
10
Ameriprise
Minnesota
$1.03M 125,441 +27,046 +27%
NA
11
NewEdge Advisors
Louisiana
$859K 107,800 +5,200 +5%
HKAM
12
Horizon Kinetics Asset Management
New York
$826K 103,614 -14,223 -12%
Bank of America
13
Bank of America
North Carolina
$825K 103,467 -20,184 -16%
Truist Financial
14
Truist Financial
North Carolina
$745K 93,528 +1,200 +1%
AIA
15
Armor Investment Advisors
North Carolina
$741K 92,920 -127,550 -58%
CF
16
Centaurus Financial
California
$590K 74,066 +1,000 +1%
LPL Financial
17
LPL Financial
California
$556K 69,753 +16,749 +32%
SIMG
18
Sonora Investment Management Group
Arizona
$535K 59,561 – –
IA
19
IFP Advisors
Florida
$488K 40,030 – –
AWM
20
Apollon Wealth Management
South Carolina
$464K 58,213 – –
SFS
21
Shaker Financial Services
Virginia
$429K 53,801 +53,801 New
MIAN
22
Mariner Independent Advisor Network
Kansas
$384K 48,128 -142 -0.3%
UBS Group
23
UBS Group
Switzerland
$361K 45,249 -5,690 -11%
OFG
24
OTA Financial Group
New York
$322K 40,484 +40,484 New
CA
25
Cetera Advisors
Colorado
$317K 39,723 -25,000 -39%
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