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PFN

PIMCO Income Strategy Fund II

77 hedge funds and large institutions have $94.3M invested in PIMCO Income Strategy Fund II in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 7377 (+4)

3.35% more ownership

Funds ownership: 14.7%18.05% (+3.3%)

1% more capital invested

Capital invested by funds: $93.7M → $94.3M (+$637K)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$12.8M -$65.8K -7,131 -0.5%
HK
2
Horizon Kinetics
New York
$12M -$1.36M -147,431 -10%
GC
3
Guggenheim Capital
Illinois
$11.5M -$2.73M -295,960 -19%
Invesco
4
Invesco
Georgia
$7.61M +$7.95M +860,879 New
SIA
5
Sit Investment Associates
Minnesota
$6.86M +$7.16M +775,928 New
FFA
6
First Foundation Advisors
California
$5.88M +$362K +39,203 +6%
SFS
7
Shaker Financial Services
Virginia
$3.25M +$2.53M +273,600 +293%
GWM
8
Graybill Wealth Management
Illinois
$2.36M +$19.4K +2,105 +0.8%
PP
9
Prudential plc
United Kingdom
$2.36M
RCM
10
Rivernorth Capital Management
Florida
$1.98M +$1.29M +139,822 +166%
MIG
11
Mariner Investment Group
New York
$1.73M +$1.8M +195,086 New
UBS Group
12
UBS Group
Switzerland
$1.54M -$73.5K -7,959 -4%
Morgan Stanley
13
Morgan Stanley
New York
$1.51M -$633K -68,578 -29%
COLIM
14
City of London Investment Management
United Kingdom
$1.44M +$1.51M +163,893 New
Bank of America
15
Bank of America
North Carolina
$1.34M -$321K -34,812 -19%
ACM
16
Avalon Capital Management
California
$1.33M -$1.34M -145,523 -49%
LPL Financial
17
LPL Financial
California
$1.31M +$111K +12,009 +9%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.12M +$549K +59,500 +89%
BRWA
19
B. Riley Wealth Advisors
Florida
$1.1M +$949K +102,859 +480%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$938K +$19.2K +2,082 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$845K -$65.4K -7,085 -7%
PA
22
Pinnacle Associates
New York
$796K -$28.4K -3,082 -3%
Wells Fargo
23
Wells Fargo
California
$773K -$5.73K -621 -0.7%
CI
24
Conning Inc
Connecticut
$752K
DA
25
Doliver Advisors
Texas
$732K +$263K +28,542 +53%

PFN Hedge Fund Activity: Q3 2015 in Review

77 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q3 2015, worth a combined $94.3M — up 0.68% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFN positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $7.95M. The largest seller was Guggenheim Capital, cutting an estimated $2.73M.

  • 77 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q3 2015, up from 73 in Q2 2015.
  • Funds reported $94.3M of PIMCO Income Strategy Fund II stock for Q3 2015, up 0.68% quarter-over-quarter.
  • 11 funds opened new PIMCO Income Strategy Fund II positions in Q3 2015 and 7 closed out, a net change of +4 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q3 2015 was Invesco, an estimated $7.95M added.
  • The largest PIMCO Income Strategy Fund II seller in Q3 2015 was Guggenheim Capital, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2015.