PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

107 hedge funds and large institutions have $93.5M invested in PIMCO High Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 18 closing their positions.

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
43
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.8M
2
RCM
2
Rivernorth Capital Management
Florida
$17.2M
3
Invesco
3
Invesco
Georgia
$5.17M
4
Bank of America
4
Bank of America
North Carolina
$4.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.35M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$0
2
AAS
2
Avantax Advisory Services
Texas
$57.6K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.33M
4
SPC
4
Sigma Planning Corp
Michigan
$500K
5
GC
5
Guggenheim Capital
Illinois
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$121K 24,167 +7,819 +48%
MWP
52
Madison Wealth Partners
Wisconsin
$116K 23,258 +23,258 New
SWM
53
Spire Wealth Management
Virginia
$112K 23,268 -326 -1%
IPWA
54
International Private Wealth Advisors
California
$110K 22,055 +22,055 New
WPC
55
Waters Parkerson & Co
Louisiana
$106K 21,250 +21,250 New
WJWM
56
Williams Jones Wealth Management
New York
$106K 21,240 -4,670 -18%
WWM
57
WT Wealth Management
Arizona
$104K 20,893 – –
Nomura Holdings
58
Nomura Holdings
Japan
$104K 20,770 +20,770 New
1WA
59
180 Wealth Advisors
Washington
$103K 20,693 – –
CCG
60
Ceeto Capital Group
Florida
$100K 20,000 +20,000 New
BAM
61
Belpointe Asset Management
Nevada
$99.8K 20,000 +10,000 +100%
WWM
62
Wagner Wealth Management
South Carolina
$88.5K 17,729 – –
MA
63
Mutual Advisors
Nebraska
$87.2K 17,477 +6,700 +62%
REMPR
64
Roof Eidam Maycock Peralta (REMP)
California
$77.4K 15,517 – –
GIA
65
Gladstone Institutional Advisory
Florida
$74.9K 15,017 +1 +0%
RJT
66
Raymond James Trust
Florida
$74.8K 14,994 – –
PAG
67
Private Advisor Group
New Jersey
$68.2K 13,675 +2,373 +21%
OIA
68
OneDigital Investment Advisors
Kansas
$66.6K 13,339 – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$63.6K 12,736 +12,736 New
MOS
70
MGO One Seven
Ohio
$62.4K 12,500 – –
SDAM
71
Shulman DeMeo Asset Management
New York
$62.3K 12,479 -470 -4%
MWM
72
Meridian Wealth Management
Kentucky
$60.3K 12,085 -30,955 -72%
SWP
73
Stratos Wealth Partners
Ohio
$60.2K 12,055 – –
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$60K 11,960 – –
AAS
75
Avantax Advisory Services
Texas
$57.6K 11,551 -300,136 -96%
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