PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

105 hedge funds and large institutions have $69.3M invested in PIMCO High Income Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Procyon Advisors
Connecticut
$3.23M
2
Bank of America
2
Bank of America
North Carolina
$5.05M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.19M
4
CAM
4
Cresset Asset Management
Illinois
$954K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.43M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$218K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.65M
4
Cohen & Steers
4
Cohen & Steers
New York
$5.99M
5
DWM
5
Doyle Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$122K -$1.37K -265 -1%
WWM
52
WT Wealth Management
Arizona
$108K – – –
OIA
53
OneDigital Investment Advisors
Kansas
$107K – – –
GLA
54
Good Life Advisors
Pennsylvania
$105K +$105K +20,323 New
BRWA
55
B. Riley Wealth Advisors
Florida
$100K +$44.2K +8,518 +79%
Nomura Holdings
56
Nomura Holdings
Japan
$99K +$99K +19,076 New
PPW
57
Pasadena Private Wealth
California
$98K – – –
UCFA
58
United Capital Financial Advisors
Texas
$93K -$53.9K -10,470 -37%
1WA
59
180 Wealth Advisors
Washington
$91K – – –
AWA
60
Arkadios Wealth Advisors
Georgia
$88K +$19.2K +3,708 +28%
TC
61
TownSquare Capital
Utah
$86K – – –
MWM
62
Meridian Wealth Management
Kentucky
$84K -$19.9K -3,832 -19%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$80K – – –
MOS
64
MGO One Seven
Ohio
$79K -$5.15K -1,000 -6%
GIA
65
Gladstone Institutional Advisory
Florida
$79K +$5 +1 +0%
KPWS
66
Kestra Private Wealth Services
Texas
$75K – – –
SDAM
67
Shulman DeMeo Asset Management
New York
$72K -$2.01K -387 -3%
AWM
68
AE Wealth Management
Kansas
$71K -$4.99K -964 -7%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$69K -$10.4K -2,000 -13%
IFWM
70
Institute for Wealth Management
Colorado
$69K -$1.05K -202 -1%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$69K +$69K +13,300 New
AAS
72
Ameritas Advisory Services
Nebraska
$66K +$1.7K +327 +3%
WP
73
WMS Partners
Maryland
$65K – – –
AAS
74
Avantax Advisory Services
Texas
$63K +$63K +12,159 New
SWA
75
Sutton Wealth Advisors
Florida
$60.2K +$60.2K +11,638 New
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