PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

112 hedge funds and large institutions have $73.1M invested in PIMCO High Income Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
31
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.38M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.39M
3
Bank of America
3
Bank of America
North Carolina
$3.23M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.25M
5
Truist Financial
5
Truist Financial
North Carolina
$272K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$12.4M
2
PCM
2
Penserra Capital Management
California
$7.67M
3
Invesco
3
Invesco
Georgia
$3.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$374K
5
PA
5
Procyon Advisors
Connecticut
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
51
Tempus Wealth Planning
California
$124K – – –
RJA
52
Raymond James & Associates
Florida
$119K -$6.28K -1,421 -5%
MC
53
Moors & Cabot
Massachusetts
$118K – – –
WJWM
54
Williams Jones Wealth Management
New York
$115K +$115K +25,910 New
SWA
55
Sutton Wealth Advisors
Florida
$110K – – –
SWM
56
Spire Wealth Management
Virginia
$104K +$44 +10 +0%
SC
57
Scotia Capital
Ontario, Canada
$101K – – –
FFA
58
Founders Financial Alliance
North Carolina
$94.8K +$94.8K +21,456 New
WWM
59
WT Wealth Management
Arizona
$92.3K – – –
1WA
60
180 Wealth Advisors
Washington
$91.5K -$14.2K -3,202 -13%
WWM
61
Wagner Wealth Management
South Carolina
$78.4K – – –
Mariner
62
Mariner
Kansas
$72.3K +$72.3K +16,348 New
BRWA
63
B. Riley Wealth Advisors
Florida
$71.8K +$161 +36 +0.2%
REMPR
64
Roof Eidam Maycock Peralta (REMP)
California
$68.6K – – –
Stifel Financial
65
Stifel Financial
Missouri
$68.2K +$2.71K +612 +4%
Millennium Management
66
Millennium Management
New York
$67.4K -$184K -41,597 -73%
GIA
67
Gladstone Institutional Advisory
Florida
$66.4K – – –
RJT
68
Raymond James Trust
Florida
$66.3K – – –
IAIM
69
International Assets Investment Management
Florida
$65.6K +$7.58K +1,700 +13%
RA
70
RFG Advisory
Alabama
$61.8K +$66 +15 +0.1%
OIA
71
OneDigital Investment Advisors
Kansas
$59K – – –
Walleye Capital
72
Walleye Capital
New York
$58.4K -$3.41K -772 -6%
SDAM
73
Shulman DeMeo Asset Management
New York
$57.2K -$88 -20 -0.2%
Creative Planning
74
Creative Planning
Kansas
$57.2K -$61.5K -13,916 -52%
UCFA
75
United Capital Financial Advisors
Texas
$55.8K +$55.8K +12,635 New
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