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PFN

PIMCO Income Strategy Fund II

77 hedge funds and large institutions have $91.8M invested in PIMCO Income Strategy Fund II in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

13% more funds holding

Funds holding: 6877 (+9)

0.13% more ownership

Funds ownership: 14.73%14.86% (+0.13%)

2% less capital invested

Capital invested by funds: $93.7M → $91.8M (-$1.95M)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
17
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$16.2M -$485K -46,148 -3%
GC
2
Guggenheim Capital
Illinois
$8.62M +$446K +42,389 +5%
FFA
3
First Foundation Advisors
California
$6.78M +$136K +12,957 +2%
HK
4
Horizon Kinetics
New York
$6.02M -$67.6K -6,423 -1%
Bessemer Group
5
Bessemer Group
New Jersey
$5.9M -$1.97M -187,051 -25%
Invesco
6
Invesco
Georgia
$4.86M -$240K -22,772 -5%
PP
7
Prudential plc
United Kingdom
$4.17M
Morgan Stanley
8
Morgan Stanley
New York
$3.78M -$68.9K -6,553 -2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.23M +$233K +22,137 +8%
GWM
10
Graybill Wealth Management
Illinois
$2.85M +$35.5K +3,375 +1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.54M -$11.4K -1,079 -0.4%
PA
12
Pinnacle Associates
New York
$2.15M -$84K -7,984 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.8M +$327K +31,092 +22%
UBS Group
14
UBS Group
Switzerland
$1.55M -$77.2K -7,342 -5%
Bank of America
15
Bank of America
North Carolina
$1.53M +$142K +13,481 +10%
BRWA
16
B. Riley Wealth Advisors
Florida
$1.52M +$226K +21,453 +17%
LPL Financial
17
LPL Financial
California
$1.08M +$309K +29,341 +39%
AC
18
Addison Capital
Pennsylvania
$1.08M -$14.6K -1,391 -1%
CSA
19
Cottage Street Advisors
Massachusetts
$888K -$112K -10,666 -11%
LCM
20
Laurion Capital Management
New York
$861K +$868K +82,505 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$855K -$4.59K -436 -0.5%
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$746K +$761K +72,346 New
Wells Fargo
23
Wells Fargo
California
$729K +$74K +7,037 +11%
SIM
24
Sonora Investment Management
Arizona
$723K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$616K -$12.4K -1,175 -2%

PFN Hedge Fund Activity: Q4 2017 in Review

77 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q4 2017, worth a combined $91.8M — down 2.1% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFN positions and 9 closed out — a net gain of 10 holders — while 17 added to existing stakes and 22 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $868K. The largest seller was Bessemer Group, cutting an estimated $1.97M.

  • 77 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q4 2017, up from 68 in Q3 2017.
  • Funds reported $91.8M of PIMCO Income Strategy Fund II stock for Q4 2017, down 2.1% quarter-over-quarter.
  • 19 funds opened new PIMCO Income Strategy Fund II positions in Q4 2017 and 9 closed out, a net change of +10 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q4 2017 was Laurion Capital Management, an estimated $868K added.
  • The largest PIMCO Income Strategy Fund II seller in Q4 2017 was Bessemer Group, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2017.