PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

97 hedge funds and large institutions have $57.7M invested in PIMCO High Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$7.8M
2
GC
2
Guggenheim Capital
Illinois
$1.22M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.73M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.16M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.69M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.26M
2
UBS Group
2
UBS Group
Switzerland
$2.14M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
26
Clifford Swan Investment Counsel
California
$300K – – –
BWA
27
BDO Wealth Advisors
Florida
$281K +$281K +41,654 New
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$261K – – –
Barclays
29
Barclays
United Kingdom
$242K +$242K +41,331 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$236K -$1.54K -227 -0.6%
AF
31
Advisornet Financial
Minnesota
$223K +$77.5K +11,500 +53%
KPWS
32
Kestra Private Wealth Services
Texas
$201K -$25.6K -3,809 -11%
SWP
33
Stratos Wealth Partners
Ohio
$200K – – –
UCFA
34
United Capital Financial Advisors
Texas
$200K +$35.8K +5,300 +22%
Wells Fargo
35
Wells Fargo
California
$198K -$23.3K -3,455 -11%
MML Investors Services
36
MML Investors Services
Massachusetts
$195K +$17.4K +2,586 +10%
SWM
37
Spire Wealth Management
Virginia
$195K +$195K +28,948 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$163K +$3.4K +504 +2%
KAS
39
Kestra Advisory Services
Texas
$161K -$111K -16,438 -41%
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$155K +$15.9K +2,347 +11%
BCA
41
Biltmore Capital Advisors
New Jersey
$155K +$20.2K +3,000 +15%
AWM
42
AE Wealth Management
Kansas
$153K +$58.9K +8,744 +63%
Bank of America
43
Bank of America
North Carolina
$149K -$36.2K -5,399 -20%
WWM
44
WT Wealth Management
Arizona
$141K +$141K +20,893 New
GIA
45
Gladstone Institutional Advisory
Florida
$133K -$1.95K -288 -1%
RA
46
RFG Advisory
Alabama
$121K – – –
IFWM
47
Institute for Wealth Management
Colorado
$121K +$555 +82 +0.5%
TC
48
TownSquare Capital
Utah
$118K -$8.42K -1,247 -7%
AWA
49
Arkadios Wealth Advisors
Georgia
$118K +$28.7K +4,300 +32%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$110K -$6.96K -1,042 -6%
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