PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

78 hedge funds and large institutions have $70.4M invested in PIMCO Income Strategy Fund II in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.34M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.42M
3
TA
3
TCG Advisors
Texas
$3.02M
4
EW
4
Evoke Wealth
California
$452K
5
LPL Financial
5
LPL Financial
California
$2.83M

Top Sellers

1
PA
1
Pinnacle Associates
New York
$1.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.41M
3
FFA
3
First Foundation Advisors
California
$914K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$2.47M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$499K 48,322 +3,063 +7%
SB
27
Suntrust Banks
Georgia
$497K 48,130 – –
EW
28
Evoke Wealth
California
$452K 43,437 +43,437 New
PAG
29
Private Advisor Group
New Jersey
$444K 42,942 +932 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$407K 39,439 +2,127 +6%
SRC
31
Shufro Rose & Co
New York
$392K 37,900 – –
SWM
32
SeaCrest Wealth Management
New York
$362K 35,046 -3,952 -10%
DADC
33
D.A. Davidson & Co
Montana
$344K 33,285 +10,936 +49%
AIC
34
Ameritas Investment Company
Nebraska
$324K 31,330 +15,132 +93%
AWM
35
Altium Wealth Management
New York
$321K 31,106 +31,106 New
CL
36
CSS LLC
Illinois
$266K 25,755 -97 -0.4%
TC
37
Telemus Capital
Michigan
$258K 25,000 – –
ICA
38
Infrastructure Capital Advisors
New York
$247K 23,153 – –
GWM
39
Geneos Wealth Management
Colorado
$239K 23,200 +78 +0.3%
CCFM
40
Clear Creek Financial Management
Washington
$239K 23,090 +353 +2%
US Bancorp
41
US Bancorp
Minnesota
$211K 20,400 – –
HCM
42
Hollencrest Capital Management
California
$196K 18,977 – –
MIC
43
Meridian Investment Counsel
California
$195K 18,900 – –
RJFSA
44
Raymond James Financial Services Advisors
Florida
$193K 18,725 +1,800 +11%
CAN
45
Claraphi Advisory Network
United States
$176K 17,011 -1,435 -8%
SF
46
Synovus Financial
Georgia
$174K 16,794 +254 +2%
WS
47
Wedbush Securities
California
$173K 16,722 +2,750 +20%
Stifel Financial
48
Stifel Financial
Missouri
$170K 16,637 +800 +5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$169K 16,300 – –
WIA
50
Wealthstreet Investment Advisors
Texas
$153K 14,600 – –
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