PFN

PIMCO Income Strategy Fund II
PFN

Overview Fund Activity

100 hedge funds and large institutions have $73.8M invested in PIMCO Income Strategy Fund II in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$7.72M
2
EWA
2
EverSource Wealth Advisors
Alabama
$4.16M
3
GC
3
Guggenheim Capital
Illinois
$4.25M
4
PCM
4
Penserra Capital Management
California
$7.54M
5
HIP
5
HUB Investment Partners
Texas
$633K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.18M
2
IA
2
IFP Advisors
Florida
$9.16K
3
Ameriprise
3
Ameriprise
Minnesota
$3.5M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Scotia Capital
Ontario, Canada
– -$240K -33,964 Closed
OFG
102
OTA Financial Group
New York
– -$213K -30,128 Closed
WAM
103
Weiss Asset Management
Massachusetts
– -$195K -27,607 Closed
IWA
104
IBEX Wealth Advisors
New Jersey
– -$123K -17,388 Closed
LSC
105
Logan Stone Capital
Illinois
– -$109K -15,480 Closed
Cerity Partners
106
Cerity Partners
New York
– -$89.7K -12,683 Closed
WS
107
Wedbush Securities
California
– -$72K -10,197 Closed
BPA
108
Beacon Pointe Advisors
California
– -$70.7K -10,000 Closed
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
– -$65K -9,300 Closed
MCC
110
Money Concepts Capital
Florida
– -$20.6K -2,920 Closed
BWA
111
BDO Wealth Advisors
Florida
– -$19.3K -2,735 Closed
AWM
112
Accurate Wealth Management
Florida
– -$14.9K -2,000 Closed
HI
113
Harbour Investments
Wisconsin
– -$1.41K -200 Closed
1 2 3 4
5