PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

60 hedge funds and large institutions have $37.4M invested in PIMCO Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.21M
2
OCM
2
One Capital Management
California
$990K
3
CF
3
Centaurus Financial
California
$1.22M
4
GC
4
Guggenheim Capital
Illinois
$3.56M
5
SA
5
Sanctuary Advisors
Indiana
$272K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$467K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
MC
3
Moors & Cabot
Massachusetts
$0
4
PI
4
PFG Investments
New York
$0
5
SWP
5
Semus Wealth Partners
Florida
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$4.21M 516,553 +516,553 New
GC
2
Guggenheim Capital
Illinois
$3.56M 437,078 +41,315 +10%
Morgan Stanley
3
Morgan Stanley
New York
$3.34M 409,656 +6,724 +2%
Invesco
4
Invesco
Georgia
$2.09M 256,522 +5,919 +2%
AWS
5
Atria Wealth Solutions
New York
$2.06M 252,397 +7,693 +3%
Stifel Financial
6
Stifel Financial
Missouri
$1.92M 235,050 +16,340 +7%
LPL Financial
7
LPL Financial
California
$1.79M 219,264 -5,182 -2%
Bank of America
8
Bank of America
North Carolina
$1.56M 191,802 +9,416 +5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.51M 185,296 +5,625 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.46M 178,766 +24,291 +16%
CF
11
Centaurus Financial
California
$1.22M 150,161 +70,996 +90%
Truist Financial
12
Truist Financial
North Carolina
$1.09M 133,700 +8,648 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.02M 124,640 +1,616 +1%
OCM
14
One Capital Management
California
$990K 121,420 +121,420 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$936K 114,859 -2,926 -2%
HKAM
16
Horizon Kinetics Asset Management
New York
$808K 99,091 – –
Ameriprise
17
Ameriprise
Minnesota
$770K 94,495 +495 +0.5%
NA
18
NewEdge Advisors
Louisiana
$734K 90,050 -8,650 -9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$602K 73,924 +115 +0.2%
AWM
20
Apollon Wealth Management
South Carolina
$474K 58,213 – –
SFS
21
Shaker Financial Services
Virginia
$467K 56,763 -105,807 -65%
SWP
22
Semus Wealth Partners
Florida
$388K 47,659 -18,241 -28%
SF
23
Synovus Financial
Georgia
$388K 47,635 +1,033 +2%
Wells Fargo
24
Wells Fargo
California
$309K 37,944 -1,026 -3%
Mariner
25
Mariner
Kansas
$283K 34,743 -3,200 -8%
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