PFN

PIMCO Income Strategy Fund II

108 hedge funds and large institutions have $100M invested in PIMCO Income Strategy Fund II in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
39
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
51
TNF
Montana
$243K
MC
52
Moors & Cabot
Massachusetts
$224K -$599K -83,478 -73%
DADC
53
D.A. Davidson & Co
Montana
$222K -$7.01K -977 -3%
VCWA
54
Vanguard Capital Wealth Advisors
Colorado
$215K
SIMG
55
Sonora Investment Management Group
Arizona
$214K
AAS
56
Ameritas Advisory Services
Nebraska
$209K +$37.4K +5,215 +22%
WLPWM
57
Walled Lake Planning & Wealth Management
Illinois
$199K +$717 +100 +0.4%
SRC
58
Shufro Rose & Co
New York
$196K
FFN
59
Focus Financial Network
Minnesota
$177K
FA
60
Financial Alternatives
California
$174K -$19.6K -2,729 -10%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$174K -$20.7K -2,887 -11%
ASN
62
Advisory Services Network
Georgia
$172K -$26.1K -3,645 -13%
Lido Advisors
63
Lido Advisors
California
$171K +$27.8K +3,837 +19%
ACA
64
Aptus Capital Advisors
Alabama
$168K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$165K +$165K +22,998 New
HF
66
HRT Financial
New York
$159K +$40.3K +5,651 +34%
SLFPAM
67
St. Louis Financial Planners Asset Management
Missouri
$156K -$4.47K -623 -3%
FFA
68
First Foundation Advisors
California
$150K +$23.7K +3,306 +19%
KMWM
69
Keudell/Morrison Wealth Management
Oregon
$134K +$134K +18,750 New
AAMC
70
Asset Allocation & Management Company
Illinois
$125K
AWS
71
Atria Wealth Solutions
New York
$116K -$99.5K -13,842 -46%
RJT
72
Raymond James Trust
Florida
$114K
WS
73
Wedbush Securities
California
$112K
JWBC
74
J.W. Burns & Co
New York
$112K
VF
75
Virtu Financial
New York
$111K +$111K +15,438 New