PIMCO Income Strategy Fund
PFL
59 hedge funds and large institutions have $29.4M invested in PIMCO Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 5 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.44% less ownership
Funds ownership: 11.26% → 10.83% (-0.44%)
23% less capital inflows, than outflows
Capital inflows: $4.55M | Capital outflows: $5.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Independent Financial Group
San Diego,
California
|
+$2.42M |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$940K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$186K |
| 4 |
LPL Financial
San Diego,
California
|
+$151K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$3.64M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$601K |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
-$420K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$212K |
| 5 |
Sonora Investment Management Group
Tucson,
Arizona
|
-$188K |
PFL Hedge Fund Activity: Q3 2023 in Review
59 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2023, worth a combined $29.4M — down 10% from $32.7M a quarter earlier.
Fund positioning in PFL was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 16 trimmed.
The largest buyer was Independent Financial Group, adding an estimated $2.42M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $3.64M sold.
- 59 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $29.4M of PIMCO Income Strategy Fund stock for Q3 2023, down 10% quarter-over-quarter.
- 5 funds opened new PIMCO Income Strategy Fund positions in Q3 2023 and 5 closed out, a net change of 0 holders.
- The largest PIMCO Income Strategy Fund buyer in Q3 2023 was Independent Financial Group, an estimated $2.42M added.
- The largest PIMCO Income Strategy Fund seller in Q3 2023 was Gallagher Fiduciary Advisors, an estimated $3.64M sold.
Based on aggregated 13F filings for Q3 2023.