PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

60 hedge funds and large institutions have $45.6M 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, 15 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% 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
23
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$10.7M
2
CF
2
Centaurus Financial
California
$1.97M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$462K
4
SF
4
Synovus Financial
Georgia
$820K
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.16M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$799K
3
GC
3
Guggenheim Capital
Illinois
$3.16M
4
Truist Financial
4
Truist Financial
North Carolina
$821K
5
SFS
5
Shaker Financial Services
Virginia
$200K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$10.7M 1,248,835 +732,282 +142%
Morgan Stanley
2
Morgan Stanley
New York
$3.58M 418,119 +8,463 +2%
GC
3
Guggenheim Capital
Illinois
$3.16M 368,829 -68,249 -16%
Invesco
4
Invesco
Georgia
$2.47M 287,676 +31,154 +12%
AWS
5
Atria Wealth Solutions
New York
$2.17M 253,447 +1,050 +0.4%
LPL Financial
6
LPL Financial
California
$2.11M 245,720 +26,456 +12%
Stifel Financial
7
Stifel Financial
Missouri
$2.06M 240,860 +5,810 +2%
CF
8
Centaurus Financial
California
$1.97M 229,619 +79,458 +53%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.83M 213,349 +34,583 +19%
Bank of America
10
Bank of America
North Carolina
$1.5M 174,674 -17,128 -9%
HKAM
11
Horizon Kinetics Asset Management
New York
$1.16M 135,486 +36,395 +37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.1M 127,819 +12,960 +11%
Ameriprise
13
Ameriprise
Minnesota
$994K 115,996 +21,501 +23%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$980K 114,389 -10,251 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$828K 96,580 +22,656 +31%
Truist Financial
16
Truist Financial
North Carolina
$821K 95,852 -37,848 -28%
SF
17
Synovus Financial
Georgia
$820K 95,650 +48,015 +101%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$799K 93,253 -92,043 -50%
NA
19
NewEdge Advisors
Louisiana
$717K 83,650 -6,400 -7%
AWM
20
Apollon Wealth Management
South Carolina
$499K 58,213 – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$462K 53,877 +53,877 New
SWP
22
Semus Wealth Partners
Florida
$306K 35,741 -11,918 -25%
SA
23
Sanctuary Advisors
Indiana
$305K 36,239 +3,302 +10%
Mariner
24
Mariner
Kansas
$289K 33,728 -1,015 -3%
KWM
25
Kingsview Wealth Management
Oregon
$257K 29,980 +871 +3%
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