PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

107 hedge funds and large institutions have $69.6M invested in PIMCO High Income Fund in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.55M
2
RCM
2
Rivernorth Capital Management
Florida
$6.27M
3
Millennium Management
3
Millennium Management
New York
$1.43M
4
CAN
4
Cetera Advisor Networks
California
$2.44M
5
SWP
5
Stratos Wealth Partners
Ohio
$928K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.04M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.42M
3
CPSC
3
Carl P. Sherr & Co
Massachusetts
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$964K
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
51
Shaker Financial Services
Virginia
$132K +$132K +27,552 New
WWM
52
Wagner Wealth Management
South Carolina
$129K -$473 -100 -0.4%
AWA
53
Arkadios Wealth Advisors
Georgia
$127K – – –
BWA
54
BDO Wealth Advisors
Florida
$124K -$9.37K -1,980 -7%
IAIM
55
International Assets Investment Management
Florida
$120K +$50.7K +10,713 +73%
BRWA
56
B. Riley Wealth Advisors
Florida
$119K +$26.5K +5,551 +29%
RPCA
57
Running Point Capital Advisors
California
$118K – – –
SWA
58
Sutton Wealth Advisors
Florida
$117K – – –
CA
59
Cetera Advisors
Colorado
$112K -$16.8K -3,550 -13%
SWM
60
Spire Wealth Management
Virginia
$110K – – –
WWM
61
WT Wealth Management
Arizona
$98.8K – – –
MCC
62
Money Concepts Capital
Florida
$96.5K +$96.5K +20,411 New
1WA
63
180 Wealth Advisors
Washington
$91.4K – – –
UCFA
64
United Capital Financial Advisors
Texas
$85.8K +$175 +37 +0.2%
TC
65
TownSquare Capital
Utah
$78.5K – – –
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$73.4K – – –
GIA
67
Gladstone Institutional Advisory
Florida
$72.4K +$5 +1 +0%
RJT
68
Raymond James Trust
Florida
$71K – – –
MWM
69
Meridian Wealth Management
Kentucky
$65.4K +$6.79K +1,435 +12%
SDAM
70
Shulman DeMeo Asset Management
New York
$64.1K -$270 -57 -0.4%
OIA
71
OneDigital Investment Advisors
Kansas
$63.1K -$34.6K -7,311 -35%
MOS
72
MGO One Seven
Ohio
$60.3K – – –
AAS
73
Ameritas Advisory Services
Nebraska
$58.3K +$1.82K +384 +3%
PTP
74
Platform Technology Partners
New York
$58.2K +$58.2K +12,303 New
Jane Street
75
Jane Street
New York
$52.3K +$52.3K +11,047 New
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