PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

64 hedge funds and large institutions have $36.6M invested in PIMCO Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.04M
2
Stifel Financial
2
Stifel Financial
Missouri
$772K
3
GC
3
Guggenheim Capital
Illinois
$510K
4
WWM
4
Western Wealth Management
Colorado
$380K
5
Mariner
5
Mariner
Kansas
$375K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$507K
2
IA
2
IFP Advisors
Florida
$157K
3
OFG
3
OTA Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$610K
5
UBS Group
5
UBS Group
Switzerland
$151K
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$4.83M 595,899 -3,214 -0.5%
GBS
2
Gallagher Benefit Services
Illinois
$4.83M 595,899 +595,899 New
Morgan Stanley
3
Morgan Stanley
New York
$2.27M 280,138 +18,098 +7%
Invesco
4
Invesco
Georgia
$2.08M 256,254 +6,938 +3%
SFS
5
Shaker Financial Services
Virginia
$2.04M 249,534 +195,733 +364%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.62M 200,165 -9,052 -4%
Creative Planning
7
Creative Planning
Kansas
$1.32M 162,517 -23,635 -13%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.23M 151,145 +20,590 +16%
CAN
9
Cetera Advisor Networks
California
$1.16M 143,455 +7,390 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.09M 134,029 -6,584 -5%
AWS
11
Atria Wealth Solutions
New York
$1.05M 129,223 -20,685 -14%
NA
12
NewEdge Advisors
Louisiana
$888K 109,500 +1,700 +2%
HKAM
13
Horizon Kinetics Asset Management
New York
$834K 102,791 -823 -0.8%
Stifel Financial
14
Stifel Financial
Missouri
$772K 95,163 +67,388 +243%
Truist Financial
15
Truist Financial
North Carolina
$745K 91,904 -1,624 -2%
SWP
16
Semus Wealth Partners
Florida
$676K 83,386 +83,386 New
CF
17
Centaurus Financial
California
$655K 80,766 +6,700 +9%
Bank of America
18
Bank of America
North Carolina
$610K 75,272 -28,195 -27%
LPL Financial
19
LPL Financial
California
$577K 71,205 +1,452 +2%
AIA
20
Armor Investment Advisors
North Carolina
$576K 71,061 -21,859 -24%
GC
21
Guggenheim Capital
Illinois
$510K 62,905 +62,905 New
Ameriprise
22
Ameriprise
Minnesota
$507K 62,460 -62,981 -50%
AWM
23
Apollon Wealth Management
South Carolina
$472K 58,213 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$453K 55,851 +17,104 +44%
SIMG
25
Sonora Investment Management Group
Arizona
$393K 48,437 -11,124 -19%
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