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PFN

PIMCO Income Strategy Fund II

73 hedge funds and large institutions have $97.2M invested in PIMCO Income Strategy Fund II in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $91.8M → $97.2M (+$5.4M)

0.81% more ownership

Funds ownership: 14.86%15.67% (+0.81%)

5% less funds holding

Funds holding: 7773 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$15.8M -$457K -44,229 -3%
GC
2
Guggenheim Capital
Illinois
$9.89M +$1.27M +122,799 +15%
FFA
3
First Foundation Advisors
California
$6.74M -$40.5K -3,920 -0.6%
Bessemer Group
4
Bessemer Group
New Jersey
$6.2M +$300K +29,000 +5%
HK
5
Horizon Kinetics
New York
$5.88M -$142K -13,730 -2%
ACM
6
Arlington Capital Management
Illinois
$5.2M +$5.15M +498,545 New
Invesco
7
Invesco
Georgia
$4.85M -$7.77K -752 -0.2%
PP
8
Prudential plc
United Kingdom
$4.17M
Morgan Stanley
9
Morgan Stanley
New York
$3.99M +$210K +20,304 +6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.25M +$22.6K +2,192 +0.7%
GWM
11
Graybill Wealth Management
Illinois
$2.77M -$71.8K -6,950 -3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.7M +$150K +14,485 +6%
PA
13
Pinnacle Associates
New York
$2.08M -$78.7K -7,620 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.97M +$164K +15,919 +9%
UBS Group
15
UBS Group
Switzerland
$1.55M -$5.06K -490 -0.3%
Bank of America
16
Bank of America
North Carolina
$1.51M -$23.2K -2,245 -2%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.5M -$24.9K -2,409 -2%
LPL Financial
18
LPL Financial
California
$1.46M +$368K +35,625 +34%
AC
19
Addison Capital
Pennsylvania
$1.04M -$43.3K -4,191 -4%
ICA
20
Infrastructure Capital Advisors
New York
$909K +$310K +30,000 +53%
CSA
21
Cottage Street Advisors
Massachusetts
$888K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$822K -$33.3K -3,221 -4%
WWMSC
23
Wagner Wealth Management (South Carolina)
South Carolina
$751K -$3.62K -350 -0.5%
Wells Fargo
24
Wells Fargo
California
$749K +$19.2K +1,860 +3%
SIM
25
Sonora Investment Management
Arizona
$723K

PFN Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q1 2018, worth a combined $97.2M — up 5.9% from $91.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PFN and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 24 added.

The largest buyer was Arlington Capital Management, opening a new position worth an estimated $5.15M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $861K sold.

  • 73 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q1 2018, down from 77 in Q4 2017.
  • Funds reported $97.2M of PIMCO Income Strategy Fund II stock for Q1 2018, up 5.9% quarter-over-quarter.
  • 6 funds opened new PIMCO Income Strategy Fund II positions in Q1 2018 and 10 closed out, a net change of -4 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q1 2018 was Arlington Capital Management, an estimated $5.15M added.
  • The largest PIMCO Income Strategy Fund II seller in Q1 2018 was Laurion Capital Management, an estimated $861K sold.

Based on aggregated 13F filings for Q1 2018.