PFN

PIMCO Income Strategy Fund II

84 hedge funds and large institutions have $59.2M invested in PIMCO Income Strategy Fund II in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
51
RDA Financial Network
Iowa
$124K
CAN
52
Claraphi Advisory Network
United States
$121K -$26.4K -2,914 -18%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$118K
CWM
54
Connecticut Wealth Management
Connecticut
$111K +$111K +12,201 New
WAAG
55
Wealth Alliance Advisory Group
Kansas
$109K -$1.09K -120 -1%
MML Investors Services
56
MML Investors Services
Massachusetts
$105K +$105K +11,512 New
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$103K
BRC
58
Bell Rock Capital
Delaware
$99K +$1.68K +184 +2%
NFG
59
Next Financial Group
Texas
$93K -$15.4K -1,699 -14%
Lido Advisors
60
Lido Advisors
California
$92K
MC
61
Moors & Cabot
Massachusetts
$91K
BSW
62
Buckingham Strategic Wealth
Missouri
$91K
MA
63
MONECO Advisors
Connecticut
$91K
GRP
64
Global Retirement Partners
California
$75K +$254 +28 +0.3%
WB
65
Webster Bank
Connecticut
$71K +$71K +7,800 New
NFSG
66
Newbridge Financial Services Group
Florida
$59K +$59K +6,496 New
EFSCE
67
Enterprise Financial Services Corp (EFSC)
Missouri
$49K +$9.16K +1,000 +23%
BWA
68
BDO Wealth Advisors
Florida
$48K
SIS
69
Sound Income Strategies
Florida
$43K
First Manhattan
70
First Manhattan
New York
$30K -$14.1K -1,600 -32%
EIP
71
Ellis Investment Partners
Pennsylvania
$19K -$27.5K -3,140 -59%
SFS
72
Sowell Financial Services
Arkansas
$16K -$8.77K -975 -35%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$14K +$131 +15 +0.9%
Citigroup
74
Citigroup
New York
$10K -$7.08K -786 -41%
PAM
75
Panagora Asset Management
Massachusetts
$10K