PFL

PIMCO Income Strategy Fund
PFL

Overview Fund Activity

68 hedge funds and large institutions have $49.3M invested in PIMCO Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$850K
2
CF
Centaurus Financial
California
+$676K
3
Morgan Stanley
Morgan Stanley
New York
+$649K
4
Osaic Holdings
Osaic Holdings
Arizona
+$371K
5
RAM
Readystate Asset Management
Illinois
+$261K

Top Sellers

1
SF
Synovus Financial
Georgia
-$405K
2
SFS
Shaker Financial Services
Virginia
-$200K
3
Truist Financial
Truist Financial
North Carolina
-$121K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$116K
5
VF
Virtu Financial
New York
-$108K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$10.7M +$227K +27,105 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.15M +$649K +77,416 +19%
GC
3
Guggenheim Capital
Illinois
$3.94M +$850K +101,412 +27%
CF
4
Centaurus Financial
California
$2.6M +$676K +80,611 +35%
Invesco
5
Invesco
Georgia
$2.55M +$138K +16,467 +6%
AWS
6
Atria Wealth Solutions
New York
$2.21M +$89.6K +10,694 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.16M +$371K +44,290 +21%
Stifel Financial
8
Stifel Financial
Missouri
$2.09M +$72.5K +8,649 +4%
LPL Financial
9
LPL Financial
California
$2.01M -$47.2K -5,638 -2%
Bank of America
10
Bank of America
North Carolina
$1.56M +$92.8K +11,077 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.28M +$206K +24,606 +19%
HKAM
12
Horizon Kinetics Asset Management
New York
$1.14M – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.01M +$200K +23,810 +25%
Ameriprise
14
Ameriprise
Minnesota
$962K -$9.93K -1,185 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$842K -$116K -13,886 -12%
NA
16
NewEdge Advisors
Louisiana
$738K +$36.9K +4,400 +5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$708K -$73.4K -8,754 -9%
Truist Financial
18
Truist Financial
North Carolina
$682K -$121K -14,454 -15%
AWM
19
Apollon Wealth Management
South Carolina
$582K +$93.9K +11,200 +19%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$525K +$73.5K +8,764 +16%
NWMP
21
Noble Wealth Management PBC
Colorado
$516K +$516K +61,530 New
SF
22
Synovus Financial
Georgia
$396K -$405K -48,373 -51%
SA
23
Sanctuary Advisors
Indiana
$311K +$5.74K +681 +2%
Mariner
24
Mariner
Kansas
$276K -$6.19K -739 -2%
Raymond James Financial
25
Raymond James Financial
Florida
$266K +$266K +31,787 New
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