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PFN

PIMCO Income Strategy Fund II

73 hedge funds and large institutions have $93.7M invested in PIMCO Income Strategy Fund II in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.45% less ownership

Funds ownership: 15.15%14.7% (-0.45%)

3% less capital invested

Capital invested by funds: $97.1M → $93.7M (-$3.39M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

1% less funds holding

Funds holding: 7473 (-1)

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$124K +$13.1K +1,295 +11%
MFS
52
MSI Financial Services
Massachusetts
$120K +$5.91K +585 +5%
Stifel Financial
53
Stifel Financial
Missouri
$118K -$19.7K -1,950 -14%
SF
54
Synovus Financial
Georgia
$116K +$1.62K +160 +1%
TJHA
55
Thomas J. Herzfeld Advisors
Florida
$112K +$30.3K +3,000 +35%
PAG
56
Pinnacle Advisory Group
Maryland
$105K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$98K
BKA
58
Brick & Kyle Associates
Pennsylvania
$73K
TWA
59
TCI Wealth Advisors
Arizona
$69K +$71.1K +7,044 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$54K
RFA
61
Reilly Financial Advisors
California
$50K
First Manhattan
62
First Manhattan
New York
$49K
MSFP
63
Mark Sheptoff Financial Planning
Connecticut
$46K -$20K -1,981 -30%
NFG
64
Next Financial Group
Texas
$28K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$25K
HCM
66
Highlander Capital Management
New Jersey
$19K
AIG
67
American International Group
New York
$18.6K +$17.1K +1,696 +870%
BCM
68
Blume Capital Management
California
$10K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$10K
BRWM
70
B. Riley Wealth Management
Tennessee
$7K +$7.25K +718 New
TSW
71
Thompson Siegel & Walmsley
Virginia
$6K +$6.06K +600 New
SSB
72
Sandy Spring Bank
Maryland
$5K
CFA
73
Carroll Financial Associates
North Carolina
$1K
AC
74
Addison Capital
Pennsylvania
-$757K -75,361 Closed
AIM
75
Allen Investment Management
New York
-$445K -44,300 Closed

PFN Hedge Fund Activity: Q2 2015 in Review

73 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q2 2015, worth a combined $93.7M — down 3.5% from $97.1M a quarter earlier.

Fund positioning in PFN was balanced in Q2 2015: 6 funds opened new positions, 6 closed out, 21 added to existing stakes and 22 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.99M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.98M.

  • 73 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q2 2015, down from 74 in Q1 2015.
  • Funds reported $93.7M of PIMCO Income Strategy Fund II stock for Q2 2015, down 3.5% quarter-over-quarter.
  • 6 funds opened new PIMCO Income Strategy Fund II positions in Q2 2015 and 6 closed out, a net change of 0 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q2 2015 was Avalon Capital Management, an estimated $2.99M added.
  • The largest PIMCO Income Strategy Fund II seller in Q2 2015 was Rivernorth Capital Management, an estimated $3.98M sold.

Based on aggregated 13F filings for Q2 2015.