PIMCO Income Strategy Fund
PFL
66 hedge funds and large institutions have $37.2M invested in PIMCO Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
23% more capital invested
Capital invested by funds: $30.1M → $37.2M (+$7.04M)
6% more funds holding
Funds holding: 62 → 66 (+4)
2.34% more ownership
Funds ownership: 10.59% → 12.94% (+2.3%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.62M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$558K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$521K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$387K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$521K |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
-$322K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$233K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$225K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$220K |
PFL Hedge Fund Activity: Q4 2022 in Review
66 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q4 2022, worth a combined $37.2M — up 23% from $30.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PFL positions and 7 closed out — a net gain of 8 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.62M. The largest seller was Ameriprise, cutting an estimated $521K.
- 66 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q4 2022, up from 62 in Q3 2022.
- Funds reported $37.2M of PIMCO Income Strategy Fund stock for Q4 2022, up 23% quarter-over-quarter.
- 15 funds opened new PIMCO Income Strategy Fund positions in Q4 2022 and 7 closed out, a net change of +8 holders.
- The largest PIMCO Income Strategy Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $1.62M added.
- The largest PIMCO Income Strategy Fund seller in Q4 2022 was Ameriprise, an estimated $521K sold.
Based on aggregated 13F filings for Q4 2022.