PFN

PIMCO Income Strategy Fund II

105 hedge funds and large institutions have $86.5M invested in PIMCO Income Strategy Fund II in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
$79.4K +$79.4K +10,759 New
FIA
77
Foundations Investment Advisors
Arizona
$76.9K +$76.9K +10,281 New
KMWM
78
Keudell/Morrison Wealth Management
Oregon
$75.6K +$75.6K +10,450 New
EFS
79
Essex Financial Services
Connecticut
$75.4K +$318 +44 +0.4%
CFA
80
Capstone Financial Advisors
Illinois
$75.2K
Citigroup
81
Citigroup
New York
$51.6K +$51.6K +7,132 New
EC
82
Elequin Capital
New York
$44.3K +$30K +4,144 +209%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$41.2K
GRP
84
Global Retirement Partners
California
$39.5K
HCM
85
Hollencrest Capital Management
California
$36.9K
SIS
86
Sound Income Strategies
Florida
$34.6K
SWM
87
Spire Wealth Management
Virginia
$33.4K -$6.23K -833 -16%
GWSG
88
GPS Wealth Strategies Group
Colorado
$32.1K
TWC
89
TD Waterhouse Canada
Ontario, Canada
$31.4K +$730 +100 +2%
Comerica Bank
90
Comerica Bank
Texas
$25.7K
PS
91
Principal Securities
Iowa
$16.9K +$16.9K +2,340 New
BWM
92
Baystate Wealth Management
Massachusetts
$14.6K +$14.6K +2,020 New
US Bancorp
93
US Bancorp
Minnesota
$14.5K
CTA
94
Colonial Trust Advisors
South Carolina
$13.7K
FIA
95
FNY Investment Advisers
New York
$8K
GI
96
GS Investments
Minnesota
$7.23K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$7K -$21 -3 -0.3%
CFD
98
Creative Financial Designs
Indiana
$6.4K
CWP
99
Concord Wealth Partners
Virginia
$5.78K +$181 +25 +3%
KFI
100
Key Financial Inc
Pennsylvania
$3.96K