PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

97 hedge funds and large institutions have $79.3M invested in PIMCO High Income Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$18.7M
2
PCM
2
Penserra Capital Management
California
$8.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.42M
4
Bank of America
4
Bank of America
North Carolina
$1.75M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.95M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$129K
2
Cohen & Steers
2
Cohen & Steers
New York
$4.44M
3
MFG
3
Merit Financial Group
Georgia
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$401K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$101K 21,150 +12,270 +138%
WWM
52
WT Wealth Management
Arizona
$99.7K 20,893 – –
GLA
53
Good Life Advisors
Pennsylvania
$96.9K 20,323 -17,957 -47%
MPW
54
MGO Private Wealth
California
$95.7K 20,063 +20,063 New
WWM
55
Wagner Wealth Management
South Carolina
$94.1K 19,729 -7,500 -28%
IAIM
56
International Assets Investment Management
Florida
$91.6K 19,200 -6,213 -24%
MWM
57
Meridian Wealth Management
Kentucky
$84.9K 17,801 +3,983 +29%
1WA
58
180 Wealth Advisors
Washington
$84.6K 17,745 – –
BRWA
59
B. Riley Wealth Advisors
Florida
$83.9K 17,416 -7,510 -30%
OIA
60
OneDigital Investment Advisors
Kansas
$76K 15,938 +2,599 +19%
REMPR
61
Roof Eidam Maycock Peralta (REMP)
California
$74K 15,517 – –
RJT
62
Raymond James Trust
Florida
$72K 14,994 – –
GIA
63
Gladstone Institutional Advisory
Florida
$71.6K 15,015 -300 -2%
SDAM
64
Shulman DeMeo Asset Management
New York
$64K 13,411 -146 -1%
TSS
65
Two Sigma Securities
New York
$63.4K 13,299 +13,299 New
MOS
66
MGO One Seven
Ohio
$60.8K 12,750 – –
AAS
67
Ameritas Advisory Services
Nebraska
$58.7K 12,305 -28 -0.2%
PTP
68
Platform Technology Partners
New York
$58.5K 12,274 -29 -0.2%
PAG
69
Private Advisor Group
New Jersey
$54.5K 11,420 +16 +0.1%
MBTD
70
Mechanics Bank - Trust Department
California
$51.5K 10,800 – –
RWB
71
RMR Wealth Builders
New Jersey
$51.2K 10,624 +226 +2%
AAS
72
Avantax Advisory Services
Texas
$49.9K 10,463 – –
KPWS
73
Kestra Private Wealth Services
Texas
$48.1K 10,088 – –
BWA
74
BDO Wealth Advisors
Florida
$27.4K 5,736 -20,497 -78%
CFGS
75
Concourse Financial Group Securities
Alabama
$19.3K 4,000 -2,000 -33%
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3
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