PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

62 hedge funds and large institutions have $35.8M invested in PIMCO Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.52M
2
CF
Centaurus Financial
California
+$671K
3
AWS
Atria Wealth Solutions
New York
+$605K
4
Bank of America
Bank of America
North Carolina
+$427K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$255K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.25M
2
SFS
Shaker Financial Services
Virginia
-$751K
3
ACM
Andina Capital Management
Utah
-$253K
4
Invesco
Invesco
Georgia
-$186K
5
VF
Virtu Financial
New York
-$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.42M -$3.25M -382,900 -49%
GC
2
Guggenheim Capital
Illinois
$3.36M +$29.7K +3,497 +0.9%
Invesco
3
Invesco
Georgia
$2.13M -$186K -21,967 -8%
AWS
4
Atria Wealth Solutions
New York
$2.08M +$605K +71,364 +41%
LPL Financial
5
LPL Financial
California
$1.9M +$136K +16,012 +8%
Stifel Financial
6
Stifel Financial
Missouri
$1.85M -$49.8K -5,878 -3%
Bank of America
7
Bank of America
North Carolina
$1.55M +$427K +50,302 +38%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.52M +$1.52M +179,671 New
CAN
9
Cetera Advisor Networks
California
$1.43M +$60.7K +7,163 +4%
SFS
10
Shaker Financial Services
Virginia
$1.39M -$751K -87,699 -35%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.31M +$17.9K +2,105 +1%
Truist Financial
12
Truist Financial
North Carolina
$1.06M +$121K +14,262 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.04M +$2.51K +296 +0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$999K +$255K +30,119 +34%
HKAM
15
Horizon Kinetics Asset Management
New York
$840K – – –
NA
16
NewEdge Advisors
Louisiana
$837K -$78.9K -9,300 -9%
Ameriprise
17
Ameriprise
Minnesota
$797K +$110K +12,922 +16%
CF
18
Centaurus Financial
California
$671K +$671K +79,165 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$626K +$30.1K +3,550 +5%
SWP
20
Semus Wealth Partners
Florida
$559K -$83K -9,782 -13%
AWM
21
Apollon Wealth Management
South Carolina
$494K – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$408K +$35.2K +4,150 +9%
SF
23
Synovus Financial
Georgia
$395K +$8.4K +991 +2%
WWM
24
Western Wealth Management
Colorado
$347K -$106K -12,518 -23%
Wells Fargo
25
Wells Fargo
California
$330K +$17K +2,000 +5%
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