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PFN

PIMCO Income Strategy Fund II

83 hedge funds and large institutions have $71.7M invested in PIMCO Income Strategy Fund II in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

6% more funds holding

Funds holding: 7883 (+5)

0.11% more ownership

Funds ownership: 12.51%12.62% (+0.11%)

11% less capital invested

Capital invested by funds: $81M → $71.7M (-$9.28M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
22
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$13.2M -$490K -49,300 -3%
HK
2
Horizon Kinetics
New York
$4.89M -$65.8K -6,626 -1%
PP
3
Prudential plc
United Kingdom
$3.88M +$72.5K +7,300 +2%
SFS
4
Shaker Financial Services
Virginia
$3.7M +$3.86M +388,242 New
Invesco
5
Invesco
Georgia
$3.37M +$50.3K +5,060 +1%
Morgan Stanley
6
Morgan Stanley
New York
$3.23M -$358K -35,994 -10%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.85M +$500K +50,313 +20%
GC
8
Guggenheim Capital
Illinois
$2.6M -$2.59M -260,201 -49%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$2.39M -$58.4K -5,882 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.99M -$286K -28,783 -12%
BRWA
11
B. Riley Wealth Advisors
Florida
$1.98M +$289K +29,091 +16%
PA
12
Pinnacle Associates
New York
$1.84M -$11.9K -1,200 -0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.82M +$1.34M +135,028 +240%
RCM
14
Rivernorth Capital Management
Florida
$1.75M +$1.81M +181,707 New
TA
15
TCG Advisors
Texas
$1.71M +$1.78M +179,647 New
Bank of America
16
Bank of America
North Carolina
$1.71M -$671K -67,526 -27%
UBS Group
17
UBS Group
Switzerland
$1.59M +$74.4K +7,490 +5%
Ameriprise
18
Ameriprise
Minnesota
$1.52M +$1.31M +131,756 +480%
LPL Financial
19
LPL Financial
California
$1.34M -$135K -13,612 -9%
FFA
20
First Foundation Advisors
California
$1.17M +$61.4K +6,185 +5%
AC
21
Addison Capital
Pennsylvania
$918K -$31.8K -3,198 -3%
SWP
22
Stratos Wealth Partners
Ohio
$698K +$71K +7,147 +11%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$666K +$694K +69,890 New
SIM
24
Sonora Investment Management
Arizona
$660K
Wells Fargo
25
Wells Fargo
California
$615K +$106K +10,646 +20%

PFN Hedge Fund Activity: Q4 2018 in Review

83 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q4 2018, worth a combined $71.7M — down 11% from $81M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PFN positions and 11 closed out — a net gain of 6 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.86M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $5.18M sold.

  • 83 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q4 2018, up from 78 in Q3 2018.
  • Funds reported $71.7M of PIMCO Income Strategy Fund II stock for Q4 2018, down 11% quarter-over-quarter.
  • 17 funds opened new PIMCO Income Strategy Fund II positions in Q4 2018 and 11 closed out, a net change of +6 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q4 2018 was Shaker Financial Services, an estimated $3.86M added.
  • The largest PIMCO Income Strategy Fund II seller in Q4 2018 was Arlington Capital Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2018.