PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

57 hedge funds and large institutions have $30.5M invested in PIMCO Income Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.05M
2
Creative Planning
2
Creative Planning
Kansas
$1.3M
3
SFS
3
Shaker Financial Services
Virginia
$1.79M
4
GC
4
Guggenheim Capital
Illinois
$1.86M
5
MWA
5
Moser Wealth Advisors
Washington
$218K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
CF
2
Centaurus Financial
California
$0
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$3.64M
4
RCM
4
Rivernorth Capital Management
Florida
$101K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GFA
1
Gallagher Fiduciary Advisors
Illinois
$3.64M 444,996 -56,484 -11%
Morgan Stanley
2
Morgan Stanley
New York
$2.16M 263,802 -6,205 -2%
Invesco
3
Invesco
Georgia
$1.99M 242,579 -5,242 -2%
GC
4
Guggenheim Capital
Illinois
$1.86M 227,390 +27,194 +14%
SFS
5
Shaker Financial Services
Virginia
$1.79M 215,945 +52,064 +32%
Stifel Financial
6
Stifel Financial
Missouri
$1.72M 209,827 +15,553 +8%
Creative Planning
7
Creative Planning
Kansas
$1.3M 159,236 +82,646 +108%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.27M 155,570 -765 -0.5%
CAN
9
Cetera Advisor Networks
California
$1.16M 142,079 -1,502 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.05M 128,666 -1,003 -0.8%
AWS
11
Atria Wealth Solutions
New York
$1.05M 128,123 +128,123 New
Bank of America
12
Bank of America
North Carolina
$968K 118,168 +6,133 +5%
NA
13
NewEdge Advisors
Louisiana
$934K 114,100 +6,500 +6%
HKAM
14
Horizon Kinetics Asset Management
New York
$812K 99,091 – –
Truist Financial
15
Truist Financial
North Carolina
$722K 88,122 -1,286 -1%
SWP
16
Semus Wealth Partners
Florida
$684K 83,535 +196 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$629K 76,790 -7,880 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$498K 60,799 +612 +1%
LPL Financial
19
LPL Financial
California
$491K 59,995 -4,280 -7%
AWM
20
Apollon Wealth Management
South Carolina
$477K 58,213 – –
WWM
21
Western Wealth Management
Colorado
$471K 57,454 +7 +0%
SIMG
22
Sonora Investment Management Group
Arizona
$397K 48,437 – –
Mariner
23
Mariner
Kansas
$366K 44,704 -1,836 -4%
Ameriprise
24
Ameriprise
Minnesota
$364K 44,414 -9,247 -17%
AIA
25
Armor Investment Advisors
North Carolina
$328K 40,099 -9,547 -19%
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