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PFN

PIMCO Income Strategy Fund II

92 hedge funds and large institutions have $82.5M invested in PIMCO Income Strategy Fund II in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

0.17% less ownership

Funds ownership: 12.56%12.39% (-0.17%)

7% less funds holding

Funds holding: 9992 (-7)

11% less capital invested

Capital invested by funds: $92.3M → $82.5M (-$9.77M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
-7
Holders Change %
-7.07%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
33
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$9.31M -$339K -37,759 -3%
Cohen & Steers
2
Cohen & Steers
New York
$7.47M +$2.49M +277,000 +47%
PCM
3
Penserra Capital Management
California
$6.91M -$1.71M -190,676 -19%
Invesco
4
Invesco
Georgia
$4.78M -$359K -39,901 -7%
Morgan Stanley
5
Morgan Stanley
New York
$4.33M +$970K +107,964 +28%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.76M +$1.54M +171,300 +65%
LPL Financial
7
LPL Financial
California
$3.46M -$184K -20,518 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.17M +$869K +96,649 +36%
HKAM
9
Horizon Kinetics Asset Management
New York
$3.12M -$123K -13,653 -4%
BRWA
10
B. Riley Wealth Advisors
Florida
$2.44M -$58.6K -6,516 -2%
Ameriprise
11
Ameriprise
Minnesota
$2.22M -$394K -43,878 -15%
UBS Group
12
UBS Group
Switzerland
$1.82M -$502K -55,806 -21%
VIA
13
Vident Investment Advisory
Georgia
$1.73M -$1.07M -119,204 -37%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$1.57M -$7.55K -840 -0.5%
SWP
15
Stratos Wealth Partners
Ohio
$1.5M +$614K +68,290 +65%
HIP
16
HUB Investment Partners
Texas
$1.46M -$3.23M -359,784 -68%
Bank of America
17
Bank of America
North Carolina
$1.44M -$21.7K -2,410 -1%
SC
18
Scotia Capital
Ontario, Canada
$1.33M +$104K +11,529 +8%
CAN
19
Cetera Advisor Networks
California
$1.01M +$730K +81,213 +229%
Osaic Holdings
20
Osaic Holdings
Arizona
$932K -$111K -12,400 -10%
NA
21
NewEdge Advisors
Louisiana
$883K +$63.8K +7,100 +7%
PA
22
Pinnacle Associates
New York
$865K
IA
23
IFP Advisors
Florida
$865K +$775K +86,259 New
GC
24
Guggenheim Capital
Illinois
$858K +$246K +27,336 +38%
RCM
25
Rivernorth Capital Management
Florida
$834K +$872K +96,964 New

PFN Hedge Fund Activity: Q1 2022 in Review

92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund II (PFN) for Q1 2022, worth a combined $82.5M — down 11% from $92.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PFN and 9 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was Cohen & Steers, adding an estimated $2.49M. The largest seller was HUB Investment Partners, cutting an estimated $3.23M.

  • 92 institutional investors held PIMCO Income Strategy Fund II (PFN) as of Q1 2022, down from 99 in Q4 2021.
  • Funds reported $82.5M of PIMCO Income Strategy Fund II stock for Q1 2022, down 11% quarter-over-quarter.
  • 9 funds opened new PIMCO Income Strategy Fund II positions in Q1 2022 and 12 closed out, a net change of -3 holders.
  • The largest PIMCO Income Strategy Fund II buyer in Q1 2022 was Cohen & Steers, an estimated $2.49M added.
  • The largest PIMCO Income Strategy Fund II seller in Q1 2022 was HUB Investment Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2022.