PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

117 hedge funds and large institutions have $202M invested in PIMCO Income Strategy Fund II in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
38
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.44M
2
NWMP
2
Noble Wealth Management PBC
Colorado
$2.47M
3
GC
3
Guggenheim Capital
Illinois
$12.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$562K
2
Millennium Management
2
Millennium Management
New York
$0
3
HKAM
3
Horizon Kinetics Asset Management
New York
$1.92M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.05M
5
SF
5
Synovus Financial
Georgia
$322K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$244K 32,784 +32,784 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$244K 32,726 +32,726 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$233K 31,210 +30,210 +3,021%
VCWA
54
Vanguard Capital Wealth Advisors
Colorado
$224K 30,000 – –
SIMG
55
Sonora Investment Management Group
Arizona
$214K 28,660 – –
WLPWM
56
Walled Lake Planning & Wealth Management
Illinois
$207K 27,800 – –
SRC
57
Shufro Rose & Co
New York
$204K 27,400 – –
AAS
58
Ameritas Advisory Services
Nebraska
$202K 27,065 -2,182 -7%
RFP
59
Root Financial Partners
California
$201K 26,995 +26,995 New
PA
60
Pinnacle Associates
New York
$197K 26,470 -25,500 -49%
FFN
61
Focus Financial Network
Minnesota
$189K 25,316 +207 +0.8%
SG
62
StoneX Group
New York
$189K 25,303 +25,303 New
SLFPAM
63
St. Louis Financial Planners Asset Management
Missouri
$160K 21,475 -267 -1%
EW
64
Element Wealth
Mississippi
$159K 21,305 +21,305 New
FA
65
Financial Alternatives
California
$153K 20,555 -2,038 -9%
Lido Advisors
66
Lido Advisors
California
$150K 19,985 -984 -5%
FFA
67
First Foundation Advisors
California
$143K 19,166 -2,298 -11%
ASN
68
Advisory Services Network
Georgia
$134K 17,981 -6,038 -25%
DADC
69
D.A. Davidson & Co
Montana
$132K 17,728 -10,683 -38%
MQWP
70
Morey & Quinn Wealth Partners
Nebraska
$132K 17,700 +17,700 New
LCM
71
Landscape Capital Management
New Jersey
$128K 17,233 +17,233 New
BRWA
72
B. Riley Wealth Advisors
Florida
$123K 16,410 +157 +1%
WS
73
Wedbush Securities
California
$117K 15,698 +25 +0.2%
JWBC
74
J.W. Burns & Co
New York
$116K 15,598 -2 -0%
GM
75
GeoWealth Management
Illinois
$114K 15,325 – –
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