PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

64 hedge funds and large institutions have $36.2M invested in PIMCO Income Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.63M
2
LPL Financial
2
LPL Financial
California
$1.76M
3
SFS
3
Shaker Financial Services
Virginia
$2.13M
4
Ameriprise
4
Ameriprise
Minnesota
$684K
5
GC
5
Guggenheim Capital
Illinois
$3.31M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$228K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.29M
3
SWP
3
Semus Wealth Partners
Florida
$639K
4
AIA
4
Armor Investment Advisors
North Carolina
$325K
5
SF
5
Synovus Financial
Georgia
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.63M 785,832 +514,127 +189%
GC
2
Guggenheim Capital
Illinois
$3.31M 392,266 +47,787 +14%
Invesco
3
Invesco
Georgia
$2.3M 272,570 +41,919 +18%
SFS
4
Shaker Financial Services
Virginia
$2.13M 250,269 +86,666 +53%
Stifel Financial
5
Stifel Financial
Missouri
$1.9M 224,588 +29,802 +15%
LPL Financial
6
LPL Financial
California
$1.76M 208,434 +129,610 +164%
AWS
7
Atria Wealth Solutions
New York
$1.46M 173,340 +29,860 +21%
CAN
8
Cetera Advisor Networks
California
$1.37M 162,025 +12,487 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.29M 152,370 -12,338 -7%
Bank of America
10
Bank of America
North Carolina
$1.11M 132,084 +17,156 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.04M 122,728 -5,260 -4%
Truist Financial
12
Truist Financial
North Carolina
$935K 110,790 -511 -0.5%
NA
13
NewEdge Advisors
Louisiana
$914K 108,000 +13,800 +15%
HKAM
14
Horizon Kinetics Asset Management
New York
$836K 99,091 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$740K 87,666 +8,841 +11%
Ameriprise
16
Ameriprise
Minnesota
$684K 81,078 +63,039 +349%
SWP
17
Semus Wealth Partners
Florida
$639K 75,682 -8,046 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$593K 70,259 +1,525 +2%
AWM
19
Apollon Wealth Management
South Carolina
$491K 58,213 – –
WWM
20
Western Wealth Management
Colorado
$451K 53,454 -424 -0.8%
SF
21
Synovus Financial
Georgia
$385K 45,611 -6,988 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$371K 44,004 -4,660 -10%
Mariner
23
Mariner
Kansas
$337K 39,977 -2,654 -6%
AIA
24
Armor Investment Advisors
North Carolina
$325K 38,527 -8,030 -17%
Wells Fargo
25
Wells Fargo
California
$312K 36,970 +4,212 +13%
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