PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

100 hedge funds and large institutions have $73.8M invested in PIMCO Income Strategy Fund II in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$7.72M
2
EWA
2
EverSource Wealth Advisors
Alabama
$4.16M
3
GC
3
Guggenheim Capital
Illinois
$4.25M
4
PCM
4
Penserra Capital Management
California
$7.54M
5
HIP
5
HUB Investment Partners
Texas
$633K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.18M
2
IA
2
IFP Advisors
Florida
$9.16K
3
Ameriprise
3
Ameriprise
Minnesota
$3.5M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Semus Wealth Partners
Florida
$569K -$15.6K -2,174 -3%
CCFM
27
Clear Creek Financial Management
Washington
$501K +$13.9K +1,938 +3%
AC
28
Addison Capital
Pennsylvania
$487K -$6.35K -886 -1%
AWS
29
Atria Wealth Solutions
New York
$459K – – –
FA
30
Financial Alternatives
California
$423K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$389K +$3.63K +506 +0.9%
SIMG
32
Sonora Investment Management Group
Arizona
$388K – – –
PA
33
Pinnacle Associates
New York
$373K -$70.3K -9,800 -16%
Stifel Financial
34
Stifel Financial
Missouri
$362K +$53.7K +7,484 +17%
AWM
35
Apollon Wealth Management
South Carolina
$338K – – –
DADC
36
D.A. Davidson & Co
Montana
$311K -$54.4K -7,587 -15%
AFG
37
Atomi Financial Group
New York
$292K +$292K +40,763 New
BRWA
38
B. Riley Wealth Advisors
Florida
$290K -$37.6K -5,188 -11%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$273K +$7.84K +1,094 +3%
T
40
TNF
Montana
$271K – – –
IC
41
IEQ Capital
California
$267K – – –
Wells Fargo
42
Wells Fargo
California
$257K -$10.5K -1,462 -4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$245K +$245K +34,200 New
AAS
44
Ameritas Advisory Services
Nebraska
$235K -$203K -28,310 -46%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$232K +$2.4K +334 +1%
SRC
46
Shufro Rose & Co
New York
$225K – – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$219K +$93 +13 +0%
FFN
48
Focus Financial Network
Minnesota
$209K +$209K +28,860 New
FFA
49
First Foundation Advisors
California
$206K +$17.9K +2,490 +9%
ASN
50
Advisory Services Network
Georgia
$188K -$7.17K -1,000 -4%
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