PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

108 hedge funds and large institutions have $92.1M invested in PIMCO High Income Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
29
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$22.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.59M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.31M
4
Millennium Management
4
Millennium Management
New York
$752K
5
KAS
5
Kestra Advisory Services
Texas
$1.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.15M
2
PCM
2
Penserra Capital Management
California
$6.73M
3
GC
3
Guggenheim Capital
Illinois
$945K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.75M
5
SC
5
Scotia Capital
Ontario, Canada
$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$124K +$24.7K +5,000 +25%
CWG
52
Cornerstone Wealth Group
North Carolina
$123K +$123K +24,810 New
Jane Street
53
Jane Street
New York
$116K +$116K +23,566 New
SWM
54
Spire Wealth Management
Virginia
$115K – – –
MWP
55
Madison Wealth Partners
Wisconsin
$115K -$20 -4 -0%
SC
56
Scotia Capital
Ontario, Canada
$112K -$505K -102,177 -82%
IPWA
57
International Private Wealth Advisors
California
$112K +$2.96K +600 +3%
HF
58
HRT Financial
New York
$111K +$111K +22,610 New
WJWM
59
Williams Jones Wealth Management
New York
$105K – – –
WWM
60
WT Wealth Management
Arizona
$103K – – –
1WA
61
180 Wealth Advisors
Washington
$102K – – –
CCG
62
Ceeto Capital Group
Florida
$100K – – –
Mariner
63
Mariner
Kansas
$97.2K -$22.2K -4,500 -19%
ZIG
64
Zuckerman Investment Group
Illinois
$88.9K +$88.9K +18,000 New
WWM
65
Wagner Wealth Management
South Carolina
$87.6K – – –
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$76.7K – – –
RJT
67
Raymond James Trust
Florida
$74.1K – – –
BRWA
68
B. Riley Wealth Advisors
Florida
$71.8K +$71.8K +16,074 New
AAS
69
Avantax Advisory Services
Texas
$69.4K +$12.4K +2,500 +22%
PAG
70
Private Advisor Group
New Jersey
$67.6K – – –
OIA
71
OneDigital Investment Advisors
Kansas
$65.9K – – –
AAS
72
Ameritas Advisory Services
Nebraska
$64.4K +$64.4K +13,355 New
MOS
73
MGO One Seven
Ohio
$61.8K – – –
SDAM
74
Shulman DeMeo Asset Management
New York
$61.6K – – –
SWP
75
Stratos Wealth Partners
Ohio
$59.6K – – –
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