PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

110 hedge funds and large institutions have $91M invested in PIMCO High Income Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+11
Holders Change %
+11.11%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
39
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.82M
2
RCM
2
Rivernorth Capital Management
Florida
$24.7M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.42M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$1.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.84M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.47M
3
LFA
3
Livelsberger Financial Advisory
Ohio
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.05M
5
GLA
5
Good Life Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$494K +$9.18K +1,836 +2%
SA
27
SFI Advisors
New Jersey
$492K +$292K +58,336 +146%
OPS
28
Orion Portfolio Solutions
Nebraska
$487K +$487K +97,463 New
BCI
29
Brinker Capital Investments
Pennsylvania
$487K +$487K +97,463 New
AWS
30
Atria Wealth Solutions
New York
$423K +$6.73K +1,334 +2%
PI
31
PFG Investments
New York
$317K +$11.6K +2,310 +4%
FFA
32
Founders Financial Alliance
North Carolina
$313K +$52.2K +10,434 +20%
ICMP
33
Integrated Capital Management (Pennsylvania)
Pennsylvania
$307K +$10.2K +2,031 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$293K +$36.1K +7,211 +14%
AAS
35
Avantax Advisory Services
Texas
$253K +$41.7K +8,345 +20%
CP
36
Creekside Partners
California
$250K – – –
MOS
37
MGO One Seven
Ohio
$213K +$150K +30,000 +240%
MC
38
Moors & Cabot
Massachusetts
$209K – – –
CA
39
CoreCap Advisors
Michigan
$195K +$195K +38,911 New
CPSC
40
Carl P. Sherr & Co
Massachusetts
$184K – – –
SF
41
Synovus Financial
Georgia
$177K – – –
SPC
42
Sigma Planning Corp
Michigan
$173K -$34.3K -6,853 -17%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$168K -$47.2K -9,444 -22%
Stifel Financial
44
Stifel Financial
Missouri
$156K -$11.9K -2,371 -7%
IWM
45
Iams Wealth Management
Nebraska
$150K – – –
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$149K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$147K -$1.37K -274 -0.9%
RJA
48
Raymond James & Associates
Florida
$144K +$760 +152 +0.5%
TWP
49
Tempus Wealth Planning
California
$128K – – –
BAM
50
Belpointe Asset Management
Nevada
$125K – – –
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