PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

100 hedge funds and large institutions have $60.1M invested in PIMCO Income Strategy Fund II in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
31
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.21M
2
GC
2
Guggenheim Capital
Illinois
$2.48M
3
Ameriprise
3
Ameriprise
Minnesota
$3.87M
4
SF
4
Synovus Financial
Georgia
$1.72M
5
PCM
5
Penserra Capital Management
California
$6.05M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.01M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$667K
3
SC
3
Scotia Capital
Ontario, Canada
$240K
4
Cohen & Steers
4
Cohen & Steers
New York
$4.92M
5
HIP
5
HUB Investment Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
101
HUB Investment Partners
Texas
– -$648K -93,723 Closed
Baird Financial Group
102
Baird Financial Group
Wisconsin
– -$526K -76,058 Closed
EW
103
Evoke Wealth
California
– -$135K -19,338 Closed
OC
104
Oppenheimer & Co
New York
– -$71K -10,200 Closed
WWM
105
Wagner Wealth Management
South Carolina
– -$30K -4,350 Closed
GWSG
106
GPS Wealth Strategies Group
Colorado
– -$13K -1,900 Closed
EIP
107
Ellis Investment Partners
Pennsylvania
– -$13K -1,897 Closed
BWL
108
Bogart Wealth LLC
Virginia
– -$2K -241 Closed
PA
109
Parallel Advisors
California
– -$2K -231 Closed
1 2 3 4
5