PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

93 hedge funds and large institutions have $54.6M invested in PIMCO High Income Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.24M
2
LPL Financial
2
LPL Financial
California
$2.57M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.08M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$999K
5
Millennium Management
5
Millennium Management
New York
$823K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$831K
2
SF
2
Synovus Financial
Georgia
$510K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$489K
4
PAG
4
Private Advisor Group
New Jersey
$428K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIM
26
Chapwood Capital Investment Management
Texas
$463K +$463K +61,699 New
BCA
27
Biltmore Capital Advisors
New Jersey
$445K – – –
Bank of America
28
Bank of America
North Carolina
$445K +$481 +64 +0.1%
SWP
29
Stratos Wealth Partners
Ohio
$441K -$30K -4,000 -6%
PAG
30
Private Advisor Group
New Jersey
$428K -$508K -67,651 -54%
TCM
31
Traynor Capital Management
Pennsylvania
$413K +$11.2K +1,498 +3%
AAS
32
Avantax Advisory Services
Texas
$404K +$483 +64 +0.1%
Creative Planning
33
Creative Planning
Kansas
$372K +$180K +23,994 +94%
Wells Fargo
34
Wells Fargo
California
$357K -$53K -7,067 -13%
CSIC
35
Clifford Swan Investment Counsel
California
$334K – – –
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$321K -$16.5K -2,200 -5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$304K +$58.2K +7,752 +24%
BRC
38
Bell Rock Capital
Delaware
$253K +$1.17K +156 +0.5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$224K – – –
US Bancorp
40
US Bancorp
Minnesota
$203K -$19.9K -2,650 -9%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$189K +$24.3K +3,194 +15%
UCFA
42
United Capital Financial Advisors
Texas
$183K – – –
RA
43
RFG Advisory
Alabama
$181K -$170K -22,604 -48%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$177K – – –
DA
45
Detalus Advisors
Missouri
$161K +$161K +21,431 New
SC
46
Stratford Consulting
Texas
$160K – – –
HIM
47
Hanlon Investment Management
New Jersey
$150K – – –
CPSC
48
Carl P. Sherr & Co
Massachusetts
$150K +$150K +20,000 New
HWM
49
Hohimer Wealth Management
Washington
$148K +$148K +19,735 New
IWM
50
IHT Wealth Management
Illinois
$130K +$6.81K +909 +6%
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