PFL

PIMCO Income Strategy Fund

57 hedge funds and large institutions have $29.2M invested in PIMCO Income Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFA
1
Gallagher Fiduciary Advisors
Illinois
$4.08M +$4.08M +501,480 New
Morgan Stanley
2
Morgan Stanley
New York
$2.2M -$82.4K -10,131 -4%
Invesco
3
Invesco
Georgia
$2.01M -$68.6K -8,433 -3%
GC
4
Guggenheim Capital
Illinois
$1.63M +$1.12M +137,291 +218%
Stifel Financial
5
Stifel Financial
Missouri
$1.58M +$806K +99,111 +104%
SFS
6
Shaker Financial Services
Virginia
$1.35M -$703K -85,653 -34%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.27M +$42.2K +5,190 +3%
CAN
8
Cetera Advisor Networks
California
$1.17M +$1.02K +126 +0.1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.11M +$1.11M +136,619 New
Bank of America
10
Bank of America
North Carolina
$911K +$299K +36,763 +49%
NA
11
NewEdge Advisors
Louisiana
$870K -$15.4K -1,900 -2%
HKAM
12
Horizon Kinetics Asset Management
New York
$806K -$30.1K -3,700 -4%
Truist Financial
13
Truist Financial
North Carolina
$727K -$20.3K -2,496 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$688K -$938K -115,495 -58%
SWP
15
Semus Wealth Partners
Florida
$678K -$382 -47 -0.1%
Creative Planning
16
Creative Planning
Kansas
$623K -$699K -85,927 -53%
CF
17
Centaurus Financial
California
$613K -$44.1K -5,424 -7%
LPL Financial
18
LPL Financial
California
$523K -$56.3K -6,930 -10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$489K +$35.2K +4,336 +8%
AWM
20
Apollon Wealth Management
South Carolina
$473K
WWM
21
Western Wealth Management
Colorado
$467K +$86.4K +10,630 +23%
Ameriprise
22
Ameriprise
Minnesota
$436K -$71.5K -8,799 -14%
AIA
23
Armor Investment Advisors
North Carolina
$404K -$174K -21,415 -30%
SIMG
24
Sonora Investment Management Group
Arizona
$394K
Mariner
25
Mariner
Kansas
$378K +$2.11K +260 +0.6%