PIMCO High Income Fund
PHK
83 hedge funds and large institutions have $46.1M invested in PIMCO High Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 13 closing their positions.
5% more capital invested
Capital invested by funds: $43.8M → $46.1M (+$2.3M)
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
0.26% more ownership
Funds ownership: 6.19% → 6.46% (+0.26%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 85 → 83 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.46M |
| 2 |
Cohen & Steers
New York
|
+$1.05M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$496K |
| 4 |
LPL Financial
San Diego,
California
|
+$308K |
| 5 |
CCG
Ceeto Capital Group
Coral Gables,
Florida
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$730K |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$727K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$537K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$300K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$199K |
PHK Hedge Fund Activity: Q3 2020 in Review
83 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q3 2020, worth a combined $46.1M — up 5.3% from $43.8M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PHK and 12 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 25 added.
The largest buyer was Avantax Advisory Services, adding an estimated $1.46M. The largest seller was Morgan Stanley, cutting an estimated $730K.
- 83 institutional investors held PIMCO High Income Fund (PHK) as of Q3 2020, down from 85 in Q2 2020.
- Funds reported $46.1M of PIMCO High Income Fund stock for Q3 2020, up 5.3% quarter-over-quarter.
- 12 funds opened new PIMCO High Income Fund positions in Q3 2020 and 13 closed out, a net change of -1 holder.
- The largest PIMCO High Income Fund buyer in Q3 2020 was Avantax Advisory Services, an estimated $1.46M added.
- The largest PIMCO High Income Fund seller in Q3 2020 was Morgan Stanley, an estimated $730K sold.
Based on aggregated 13F filings for Q3 2020.