PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

57 hedge funds and large institutions have $25.1M invested in PIMCO Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.64M
2
Truist Financial
2
Truist Financial
North Carolina
$854K
3
LPL Financial
3
LPL Financial
California
$605K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$373K
5
AWS
5
Atria Wealth Solutions
New York
$1.1M

Top Sellers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$0
2
Creative Planning
2
Creative Planning
Kansas
$647K
3
SFS
3
Shaker Financial Services
Virginia
$1.26M
4
Ameriprise
4
Ameriprise
Minnesota
$138K
5
SIMG
5
Sonora Investment Management Group
Arizona
$192K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.64M 344,479 +117,089 +51%
Morgan Stanley
2
Morgan Stanley
New York
$2.08M 271,705 +7,903 +3%
Invesco
3
Invesco
Georgia
$1.77M 230,651 -11,928 -5%
Stifel Financial
4
Stifel Financial
Missouri
$1.49M 194,786 -15,041 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.26M 164,708 +9,138 +6%
SFS
6
Shaker Financial Services
Virginia
$1.26M 163,603 -52,342 -24%
CAN
7
Cetera Advisor Networks
California
$1.15M 149,538 +7,459 +5%
AWS
8
Atria Wealth Solutions
New York
$1.1M 143,480 +15,357 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$982K 127,988 -678 -0.5%
Bank of America
10
Bank of America
North Carolina
$881K 114,928 -3,240 -3%
Truist Financial
11
Truist Financial
North Carolina
$854K 111,301 +23,179 +26%
HKAM
12
Horizon Kinetics Asset Management
New York
$760K 99,091 – –
NA
13
NewEdge Advisors
Louisiana
$723K 94,200 -19,900 -17%
Creative Planning
14
Creative Planning
Kansas
$647K 84,375 -74,861 -47%
SWP
15
Semus Wealth Partners
Florida
$642K 83,728 +193 +0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$605K 78,825 +2,035 +3%
LPL Financial
17
LPL Financial
California
$605K 78,824 +18,829 +31%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$527K 68,734 +7,935 +13%
AWM
19
Apollon Wealth Management
South Carolina
$446K 58,213 – –
WWM
20
Western Wealth Management
Colorado
$413K 53,878 -3,576 -6%
SF
21
Synovus Financial
Georgia
$403K 52,599 +13,600 +35%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$373K 48,664 +15,816 +48%
AIA
23
Armor Investment Advisors
North Carolina
$357K 46,557 +6,458 +16%
Mariner
24
Mariner
Kansas
$327K 42,631 -2,073 -5%
Wells Fargo
25
Wells Fargo
California
$251K 32,758 -91 -0.3%
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