PIMCO Income Strategy Fund
PFL
62 hedge funds and large institutions have $50.6M invested in PIMCO Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 7 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
20% more capital invested
Capital invested by funds: $42.3M → $50.6M (+$8.27M)
1.87% more ownership
Funds ownership: 14.81% → 16.68% (+1.9%)
0% more funds holding
Funds holding: 62 → 62 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$6.08M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$660K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$448K |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$399K |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$990K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$765K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$567K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$314K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$280K |
PFL Hedge Fund Activity: Q3 2024 in Review
62 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q3 2024, worth a combined $50.6M — up 20% from $42.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFL positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $6.08M. The largest seller was One Capital Management, exiting entirely with an estimated $990K sold.
- 62 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $50.6M of PIMCO Income Strategy Fund stock for Q3 2024, up 20% quarter-over-quarter.
- 9 funds opened new PIMCO Income Strategy Fund positions in Q3 2024 and 7 closed out, a net change of +2 holders.
- The largest PIMCO Income Strategy Fund buyer in Q3 2024 was Rivernorth Capital Management, an estimated $6.08M added.
- The largest PIMCO Income Strategy Fund seller in Q3 2024 was One Capital Management, an estimated $990K sold.
Based on aggregated 13F filings for Q3 2024.