PFN

PIMCO Income Strategy Fund II

90 hedge funds and large institutions have $70.4M invested in PIMCO Income Strategy Fund II in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSA
26
Cottage Street Advisors
Massachusetts
$505K
AWM
27
Apollon Wealth Management
South Carolina
$485K +$485K +47,157 New
FFA
28
First Foundation Advisors
California
$461K -$17.6K -1,717 -4%
Wells Fargo
29
Wells Fargo
California
$454K -$76.7K -7,455 -14%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$420K +$66.2K +6,450 +19%
EW
31
Evoke Wealth
California
$405K -$86K -8,300 -18%
RJA
32
Raymond James & Associates
Florida
$391K -$154K -14,967 -28%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$389K
MSFS
34
Main Street Financial Solutions
Pennsylvania
$386K +$19.3K +1,875 +5%
SRC
35
Shufro Rose & Co
New York
$366K
TC
36
Telemus Capital
Michigan
$364K
APA
37
American Portfolios Advisors
New York
$355K +$170K +16,515 +91%
NFG
38
Next Financial Group
Texas
$337K +$238K +23,112 +240%
CWM
39
Connecticut Wealth Management
Connecticut
$334K +$316 +28 +0.1%
SWM
40
SeaCrest Wealth Management
New York
$287K -$25.8K -2,513 -8%
WWM
41
Wagner Wealth Management
South Carolina
$264K -$2.62K -255 -1%
MA
42
Mutual Advisors
Nebraska
$260K
WANY
43
Wealthspire Advisors (New York)
New York
$238K
Stifel Financial
44
Stifel Financial
Missouri
$223K -$14.5K -1,409 -6%
NA
45
Nottingham Advisors
New York
$218K +$5.36K +521 +3%
US Bancorp
46
US Bancorp
Minnesota
$210K
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$204K +$204K +19,855 New
HCM
48
Hollencrest Capital Management
California
$195K
GWM
49
Geneos Wealth Management
Colorado
$191K -$13K -1,243 -6%
AAMC
50
Asset Allocation & Management Company
Illinois
$180K