PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

90 hedge funds and large institutions have $89.9M invested in PIMCO High Income Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$37.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.39M
3
Cohen & Steers
Cohen & Steers
New York
$9.93M
4
SPC
Sigma Planning Corp
Michigan
$1.75M
5
CAN
Cetera Advisor Networks
California
$4.39M

Top Sellers

1
Invesco
Invesco
Georgia
$0
2
SBIA
Sheaff Brock Investment Advisors
Indiana
$355K
3
Morgan Stanley
Morgan Stanley
New York
$5.29M
4
HF
HRT Financial
New York
$0
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$100K +$168 +20 +0.2%
BTS
52
BB&T Securities
Virginia
$94K +$191 +23 +0.2%
WS
53
Wedbush Securities
California
$93K +$93K +11,060 New
MBTD
54
Mechanics Bank - Trust Department
California
$91K – – –
SMC
55
Smith, Moore & Co
Missouri
$90K +$90K +10,783 New
MOS
56
MGO One Seven
Ohio
$84K +$84K +10,112 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$66K +$24.2K +2,901 +58%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$65K +$33.4K +3,999 +105%
OIA
59
Optimum Investment Advisors
Illinois
$64K – – –
THWM
60
Taylor Hoffman Wealth Management
Virginia
$53K -$90.4K -10,836 -63%
WT
61
Whittier Trust
California
$50K – – –
BAM
62
Bruderman Asset Management
New York
$44K – – –
JCM
63
Jacobi Capital Management
Pennsylvania
$35K – – –
SFM
64
Signet Financial Management
New Jersey
$34K – – –
ASN
65
Advisory Services Network
Georgia
$31K -$6.94K -830 -18%
SMFS
66
Squar Milner Financial Services
California
$30K – – –
Citigroup
67
Citigroup
New York
$29K -$743 -90 -2%
APA
68
American Portfolios Advisors
New York
$27.7K – – –
BCWM
69
Bartlett & Co Wealth Management
Ohio
$26.3K – – –
HI
70
Hudock Inc
Pennsylvania
$26K – – –
BC
71
Bartlett & Co
Ohio
$26K – – –
AF
72
Advisornet Financial
Minnesota
$25K – – –
IA
73
IFP Advisors
Florida
$17K -$13.3K -1,586 -44%
FIB
74
First Interstate Bank
Montana
$16K – – –
TPWA
75
TRUE Private Wealth Advisors
Oregon
$12.7K +$12.7K +1,500 New
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