PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

100 hedge funds and large institutions have $85.1M invested in PIMCO High Income Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
32
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.94M
2
Bank of America
2
Bank of America
North Carolina
$2.67M
3
PCM
3
Penserra Capital Management
California
$9.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.27M
5
KAS
5
Kestra Advisory Services
Texas
$547K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73M
2
CAN
2
Cetera Advisor Networks
California
$1.47M
3
SWP
3
Stratos Wealth Partners
Ohio
$140K
4
GC
4
Guggenheim Capital
Illinois
$2.49M
5
LSA
5
Lion Street Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$429K +$8.22K +1,644 +2%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$420K – – –
AWS
28
Atria Wealth Solutions
New York
$291K -$16.8K -3,337 -5%
Millennium Management
29
Millennium Management
New York
$284K +$149K +29,740 +110%
MML Investors Services
30
MML Investors Services
Massachusetts
$284K +$31.7K +6,359 +13%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$273K -$49.6K -9,913 -15%
Wells Fargo
32
Wells Fargo
California
$267K -$13.4K -2,688 -5%
CA
33
CoreCap Advisors
Michigan
$263K +$263K +52,655 New
CA
34
Cetera Advisors
Colorado
$204K +$26.9K +5,379 +15%
SA
35
SFI Advisors
New Jersey
$200K – – –
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$188K +$29.4K +5,874 +18%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$176K +$40.4K +8,090 +30%
SF
38
Synovus Financial
Georgia
$175K – – –
V
39
Veritable
Delaware
$175K – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$173K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$163K -$31.6K -6,314 -16%
CPSC
42
Carl P. Sherr & Co
Massachusetts
$161K – – –
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$158K – – –
RJA
44
Raymond James & Associates
Florida
$142K -$55K -10,998 -28%
SWP
45
Stratos Wealth Partners
Ohio
$140K -$846K -169,210 -86%
TWP
46
Tempus Wealth Planning
California
$140K – – –
Creative Planning
47
Creative Planning
Kansas
$134K +$134K +26,858 New
MC
48
Moors & Cabot
Massachusetts
$134K +$134K +26,750 New
SWA
49
Sutton Wealth Advisors
Florida
$124K – – –
1WA
50
180 Wealth Advisors
Washington
$121K +$31.1K +6,150 +35%
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