PIMCO Income Strategy Fund
PFL
59 hedge funds and large institutions have $32.7M invested in PIMCO Income Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.
19% more capital inflows, than outflows
Capital inflows: $3.96M | Capital outflows: $3.33M
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
0.23% more ownership
Funds ownership: 11.03% → 11.26% (+0.23%)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Wealth Solutions
New York
|
+$1.03M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$664K |
| 3 |
Independent Financial Group
San Diego,
California
|
+$616K |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
+$418K |
| 5 |
Guggenheim Capital
Chicago,
Illinois
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.11M |
| 2 |
Centaurus Financial
Anaheim,
California
|
-$613K |
| 3 |
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$454K |
| 4 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$165K |
| 5 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$135K |
PFL Hedge Fund Activity: Q2 2023 in Review
59 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2023, worth a combined $32.7M — up 2.9% from $31.8M a quarter earlier.
Fund positioning in PFL was balanced in Q2 2023: 7 funds opened new positions, 7 closed out, 20 added to existing stakes and 17 trimmed.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $1.03M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.11M sold.
- 59 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $32.7M of PIMCO Income Strategy Fund stock for Q2 2023, up 2.9% quarter-over-quarter.
- 7 funds opened new PIMCO Income Strategy Fund positions in Q2 2023 and 7 closed out, a net change of 0 holders.
- The largest PIMCO Income Strategy Fund buyer in Q2 2023 was Atria Wealth Solutions, an estimated $1.03M added.
- The largest PIMCO Income Strategy Fund seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2023.