PIMCO Income Strategy Fund
PFL
62 hedge funds and large institutions have $42.3M invested in PIMCO Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.
1.24% more ownership
Funds ownership: 13.57% → 14.81% (+1.2%)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
4% more capital invested
Capital invested by funds: $40.7M → $42.3M (+$1.57M)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
3% less funds holding
Funds holding: 64 → 62 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.29M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$1.01M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$590K |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$446K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$879K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$408K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$297K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$175K |
| 5 |
SWP
Semus Wealth Partners
Boca Raton,
Florida
|
-$151K |
PFL Hedge Fund Activity: Q2 2024 in Review
62 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q2 2024, worth a combined $42.3M — up 3.9% from $40.7M a quarter earlier.
Fund positioning in PFL was balanced in Q2 2024: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 18 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.29M. The largest seller was Shaker Financial Services, cutting an estimated $879K.
- 62 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q2 2024, down from 64 in Q1 2024.
- Funds reported $42.3M of PIMCO Income Strategy Fund stock for Q2 2024, up 3.9% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q2 2024 and 9 closed out, a net change of 0 holders.
- The largest PIMCO Income Strategy Fund buyer in Q2 2024 was Rivernorth Capital Management, an estimated $4.29M added.
- The largest PIMCO Income Strategy Fund seller in Q2 2024 was Shaker Financial Services, an estimated $879K sold.
Based on aggregated 13F filings for Q2 2024.