PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

83 hedge funds and large institutions have $46.1M invested in PIMCO High Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$1.74M
2
Cohen & Steers
Cohen & Steers
New York
$5.3M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$886K
4
LPL Financial
LPL Financial
California
$2.11M
5
CCG
Ceeto Capital Group
Florida
$304K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.53M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$627K
3
Osaic Holdings
Osaic Holdings
Arizona
$4.87M
4
CAN
Cetera Advisor Networks
California
$870K
5
Invesco
Invesco
Georgia
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$223K +$8.05K +1,471 +4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$223K +$45K +8,222 +25%
AWM
28
Adams Wealth Management
Utah
$211K -$139K -25,349 -40%
KPWS
29
Kestra Private Wealth Services
Texas
$201K +$201K +36,660 New
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$190K +$110K +20,075 +137%
SF
31
Synovus Financial
Georgia
$187K +$174K +31,809 +1,326%
MML Investors Services
32
MML Investors Services
Massachusetts
$184K -$22.4K -4,104 -11%
IAIM
33
International Assets Investment Management
Florida
$179K +$69.6K +12,750 +64%
Bank of America
34
Bank of America
North Carolina
$176K -$72.1K -13,167 -29%
BRC
35
Bell Rock Capital
Delaware
$172K +$1.04K +190 +0.6%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$154K – – –
BCA
37
Biltmore Capital Advisors
New Jersey
$137K +$137K +25,000 New
UCFA
38
United Capital Financial Advisors
Texas
$133K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$129K – – –
SWP
40
Stratos Wealth Partners
Ohio
$115K -$126K -23,000 -52%
HighTower Advisors
41
HighTower Advisors
Illinois
$112K +$43.5K +7,934 +63%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$112K +$112K +20,421 New
JWCA
43
J.W. Cole Advisors
Florida
$112K +$112K +20,465 New
TC
44
TownSquare Capital
Utah
$110K +$21.5K +3,952 +24%
GIA
45
Gladstone Institutional Advisory
Florida
$107K +$6.17K +1,129 +6%
US Bancorp
46
US Bancorp
Minnesota
$103K -$14.7K -2,685 -12%
RA
47
RFG Advisory
Alabama
$98K -$38.3K -6,996 -28%
DA
48
Detalus Advisors
Missouri
$98K -$5K -914 -5%
Creative Planning
49
Creative Planning
Kansas
$96K +$3.47K +638 +4%
ECM
50
ETrade Capital Management
Virginia
$88K +$27.5K +5,000 +45%
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