PIMCO Income Strategy Fund
PFL
64 hedge funds and large institutions have $40.7M invested in PIMCO Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 11 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
8% more capital invested
Capital invested by funds: $37.7M → $40.7M (+$3M)
0.94% more ownership
Funds ownership: 12.63% → 13.57% (+0.94%)
3% less funds holding
Funds holding: 66 → 64 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.52M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$670K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$604K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$426K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$742K |
| 2 |
ACM
Andina Capital Management
Lehi,
Utah
|
-$253K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$186K |
| 4 |
VF
Virtu Financial
New York
|
-$178K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$113K |
PFL Hedge Fund Activity: Q1 2024 in Review
64 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2024, worth a combined $40.7M — up 8% from $37.7M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PFL and 9 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 26 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.52M. The largest seller was Shaker Financial Services, cutting an estimated $742K.
- 64 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2024, down from 66 in Q4 2023.
- Funds reported $40.7M of PIMCO Income Strategy Fund stock for Q1 2024, up 8% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q1 2024 and 11 closed out, a net change of -2 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.52M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2024 was Shaker Financial Services, an estimated $742K sold.
Based on aggregated 13F filings for Q1 2024.