PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

97 hedge funds and large institutions have $79.3M invested in PIMCO High Income Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$18.7M
2
PCM
2
Penserra Capital Management
California
$8.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.42M
4
Bank of America
4
Bank of America
North Carolina
$1.75M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.95M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$129K
2
Cohen & Steers
2
Cohen & Steers
New York
$4.44M
3
MFG
3
Merit Financial Group
Georgia
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$401K
Name Market Value Shares Shares
Change 		Shares
Change %
LSA
26
Lion Street Advisors
Texas
$342K 71,733 +71,733 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$308K 64,583 +5,826 +10%
AWM
28
Apollon Wealth Management
South Carolina
$308K 64,568 +64,568 New
AWS
29
Atria Wealth Solutions
New York
$294K 61,107 +8,556 +16%
Wells Fargo
30
Wells Fargo
California
$267K 56,073 +945 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$241K 50,534 -8,132 -14%
SA
32
SFI Advisors
New Jersey
$191K 40,074 – –
RJA
33
Raymond James & Associates
Florida
$188K 39,446 -4,832 -11%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$185K 38,843 -6,436 -14%
CA
35
Cetera Advisors
Colorado
$169K 35,512 +11,822 +50%
SF
36
Synovus Financial
Georgia
$167K 35,026 – –
V
37
Veritable
Delaware
$167K 35,000 – –
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$165K 34,558 -25,002 -42%
CPSC
39
Carl P. Sherr & Co
Massachusetts
$153K 32,100 +32,100 New
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$151K 31,623 – –
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$146K 31,753 -2,789 -8%
KAS
42
Kestra Advisory Services
Texas
$135K 28,301 +136 +0.5%
TWP
43
Tempus Wealth Planning
California
$133K 27,978 – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$130K 27,154 -2,186 -7%
Millennium Management
45
Millennium Management
New York
$129K 27,100 -275,734 -91%
SWA
46
Sutton Wealth Advisors
Florida
$118K 24,810 – –
SWM
47
Spire Wealth Management
Virginia
$112K 23,575 +307 +1%
Citadel Advisors
48
Citadel Advisors
Florida
$111K 23,193 +23,193 New
SC
49
Scotia Capital
Ontario, Canada
$109K 22,750 +22,750 New
AWA
50
Arkadios Wealth Advisors
Georgia
$103K 21,657 -5,208 -19%
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