PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

91 hedge funds and large institutions have $67.1M invested in PIMCO Income Strategy Fund II in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
21
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sightline Wealth Advisors
Connecticut
$3.37M
2
HIP
2
HUB Investment Partners
Texas
$2.43M
3
CCFM
3
Clear Creek Financial Management
Washington
$651K
4
LPL Financial
4
LPL Financial
California
$5.31M
5
Citigroup
5
Citigroup
New York
$370K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.07M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.22M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$486K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Ameriprise
5
Ameriprise
Minnesota
$2.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$169K 17,045 +17,045 New
CL
52
COWA LLC
Oklahoma
$163K 16,400 +16,400 New
PAG
53
Private Advisor Group
New Jersey
$159K 15,995 -341 -2%
CAN
54
Claraphi Advisory Network
United States
$158K 15,889 +2,510 +19%
WS
55
Wedbush Securities
California
$156K 15,665 – –
MIC
56
Meridian Investment Counsel
California
$147K 14,800 – –
WIA
57
Wealthstreet Investment Advisors
Texas
$145K 14,600 – –
CI
58
Conning Inc
Connecticut
$136K 13,666 – –
RFN
59
RDA Financial Network
Iowa
$136K 13,680 – –
F
60
F3Logic
Minnesota
$134K 13,494 -101 -0.7%
ICA
61
Infrastructure Capital Advisors
New York
$132K 12,835 +12,835 New
AFP
62
Ausdal Financial Partners
Iowa
$128K 12,869 +12,869 New
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$125K 12,542 – –
WAAG
64
Wealth Alliance Advisory Group
Kansas
$119K 12,000 – –
MML Investors Services
65
MML Investors Services
Massachusetts
$116K 11,657 +145 +1%
CFS
66
Capital Financial Services
New York
$105K 10,600 +10,600 New
KA
67
Kovack Advisors
Florida
$102K 10,254 +10,254 New
MA
68
MONECO Advisors
Connecticut
$100K 10,000 – –
NFG
69
Next Financial Group
Texas
$96K 9,631 -625 -6%
GRP
70
Global Retirement Partners
California
$83K 8,334 +82 +1%
FIA
71
FNY Investment Advisers
New York
$68K 6,920 +6,920 New
VBCG
72
Valley Brook Capital Group
Pennsylvania
$64K 6,502 +6,502 New
BWA
73
BDO Wealth Advisors
Florida
$53K 5,325 – –
NFSG
74
Newbridge Financial Services Group
Florida
$50K 5,000 -1,496 -23%
SIS
75
Sound Income Strategies
Florida
$48K 4,786 – –
1 2
3
4 5