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PFN

PIMCO Income Strategy Fund II

82 hedge funds and large institutions have $105M invested in PIMCO Income Strategy Fund II in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $94.3M → $105M (+$11.2M)

6% more funds holding

Funds holding: 7782 (+5)

2.3% more ownership

Funds ownership: 18.05%20.35% (+2.3%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
22
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$15.1M +$8.53M +947,440 +122%
Cohen & Steers
2
Cohen & Steers
New York
$12.8M +$31.5K +3,500 +0.2%
HK
3
Horizon Kinetics
New York
$10.5M -$1.43M -158,383 -12%
GC
4
Guggenheim Capital
Illinois
$9.65M -$1.76M -195,400 -15%
FFA
5
First Foundation Advisors
California
$8.72M +$2.96M +329,184 +50%
Invesco
6
Invesco
Georgia
$7.68M +$131K +14,571 +2%
Bessemer Group
7
Bessemer Group
New Jersey
$4.17M +$4.28M +475,000 New
PP
8
Prudential plc
United Kingdom
$3.51M +$1.2M +133,334 +50%
SFS
9
Shaker Financial Services
Virginia
$2.71M -$524K -58,152 -16%
LPL Financial
10
LPL Financial
California
$2.44M +$1.18M +131,525 +89%
GWM
11
Graybill Wealth Management
Illinois
$2.3M -$44.6K -4,950 -2%
MIG
12
Mariner Investment Group
New York
$1.85M +$139K +15,450 +8%
Morgan Stanley
13
Morgan Stanley
New York
$1.47M -$32.6K -3,616 -2%
PPA
14
Parametric Portfolio Associates
Washington
$1.4M +$1.44M +159,366 New
CSA
15
Cottage Street Advisors
Massachusetts
$1.25M +$1.22M +135,898 New
UBS Group
16
UBS Group
Switzerland
$1.19M -$347K -38,509 -22%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.1M +$178K +19,716 +19%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.09M -$3.48K -386 -0.3%
Bank of America
19
Bank of America
North Carolina
$1.08M -$254K -28,249 -19%
CCP
20
Clough Capital Partners
Massachusetts
$965K +$991K +110,000 New
AC
21
Addison Capital
Pennsylvania
$963K +$329K +36,540 +50%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$913K -$200K -22,158 -18%
PA
23
Pinnacle Associates
New York
$772K -$18.6K -2,068 -2%
CI
24
Conning Inc
Connecticut
$746K
Citigroup
25
Citigroup
New York
$652K -$37.6K -4,180 -5%

PFN Hedge Fund Activity: Q4 2015 in Review

82 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q4 2015, worth a combined $105M — up 12% from $94.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFN positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $8.53M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.98M sold.

  • 82 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q4 2015, up from 77 in Q3 2015.
  • Funds reported $105M of PIMCO Income Strategy Fund II stock for Q4 2015, up 12% quarter-over-quarter.
  • 16 funds opened new PIMCO Income Strategy Fund II positions in Q4 2015 and 10 closed out, a net change of +6 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q4 2015 was Sit Investment Associates, an estimated $8.53M added.
  • The largest PIMCO Income Strategy Fund II seller in Q4 2015 was Rivernorth Capital Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2015.