PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

94 hedge funds and large institutions have $50.5M invested in PIMCO High Income Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
24
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66M
2
PAS
2
Park Avenue Securities
New York
$959K
3
RCM
3
Rivernorth Capital Management
Florida
$568K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.53M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.68M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$212K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$285K 47,187 +44,414 +1,602%
CSIC
27
Clifford Swan Investment Counsel
California
$269K 44,500 – –
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$250K 41,331 +6,556 +19%
GC
29
Guggenheim Capital
Illinois
$247K 40,916 +40,916 New
KAS
30
Kestra Advisory Services
Texas
$243K 40,324 -1,291 -3%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$235K 38,793 -2,400 -6%
SF
32
Synovus Financial
Georgia
$213K 35,207 +999 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$212K 35,135 -182,458 -84%
KPWS
34
Kestra Private Wealth Services
Texas
$203K 33,660 -3,000 -8%
Wells Fargo
35
Wells Fargo
California
$199K 32,856 -7,899 -19%
KWM
36
Kingsview Wealth Management
Oregon
$183K 30,240 +30,240 New
SWP
37
Stratos Wealth Partners
Ohio
$180K 29,717 +8,688 +41%
Bank of America
38
Bank of America
North Carolina
$167K 27,604 -4,537 -14%
MML Investors Services
39
MML Investors Services
Massachusetts
$160K 26,376 -7,350 -22%
UCFA
40
United Capital Financial Advisors
Texas
$147K 24,332 – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$143K 23,630 – –
HighTower Advisors
42
HighTower Advisors
Illinois
$138K 22,836 +2,389 +12%
AF
43
Advisornet Financial
Minnesota
$131K 21,580 +21,580 New
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$124K 20,506 +20,506 New
BCA
45
Biltmore Capital Advisors
New Jersey
$121K 20,000 -5,000 -20%
GIA
46
Gladstone Institutional Advisory
Florida
$121K 19,965 +375 +2%
TC
47
TownSquare Capital
Utah
$113K 18,717 -1,504 -7%
RA
48
RFG Advisory
Alabama
$110K 17,891 – –
RJA
49
Raymond James & Associates
Florida
$108K 17,851 +5,471 +44%
IFWM
50
Institute for Wealth Management
Colorado
$108K 17,806 +7,647 +75%
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