PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

99 hedge funds and large institutions have $83.5M invested in PIMCO High Income Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-9
Holders Change %
-8.33%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
39
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.09M
2
RCM
2
Rivernorth Capital Management
Florida
$22.4M
3
Bank of America
3
Bank of America
North Carolina
$5.33M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.04M
5
GC
5
Guggenheim Capital
Illinois
$1.22M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.47M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.7M
3
SPC
3
Sigma Planning Corp
Michigan
$200K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$725K
5
Millennium Management
5
Millennium Management
New York
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$114K +$1.73K +358 +2%
IPWA
52
International Private Wealth Advisors
California
$112K +$3.06K +635 +3%
MWP
53
Madison Wealth Partners
Wisconsin
$111K -$742 -154 -0.7%
SC
54
Scotia Capital
Ontario, Canada
$110K – – –
SWP
55
Stratos Wealth Partners
Ohio
$102K +$44.3K +9,194 +76%
WJWM
56
Williams Jones Wealth Management
New York
$102K – – –
BMCM
57
Bryn Mawr Capital Management
Pennsylvania
$101K -$61.3K -12,825 -38%
WWM
58
WT Wealth Management
Arizona
$101K – – –
1WA
59
180 Wealth Advisors
Washington
$101K +$1.44K +300 +1%
CCG
60
Ceeto Capital Group
Florida
$97K – – –
VFG
61
Valley Financial Group
Pennsylvania
$95.7K +$95.7K +19,850 New
ZIG
62
Zuckerman Investment Group
Illinois
$86.8K – – –
WWM
63
Wagner Wealth Management
South Carolina
$85.5K – – –
LSA
64
Lion Street Advisors
Texas
$79.9K -$155K -32,253 -66%
RJT
65
Raymond James Trust
Florida
$72.3K – – –
BRWA
66
B. Riley Wealth Advisors
Florida
$66.7K -$11.6K -2,379 -15%
AAS
67
Ameritas Advisory Services
Nebraska
$65.7K +$1.35K +280 +2%
MOS
68
MGO One Seven
Ohio
$60.3K – – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$58K – – –
SDAM
70
Shulman DeMeo Asset Management
New York
$58K -$2.17K -451 -4%
Wells Fargo
71
Wells Fargo
California
$56.2K +$7.38K +1,531 +15%
PAG
72
Private Advisor Group
New Jersey
$54K -$11.9K -2,465 -18%
RWB
73
RMR Wealth Builders
New Jersey
$53.1K +$1.19K +246 +2%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$53K – – –
BCM
75
Brookstone Capital Management
Illinois
$52.5K +$52.5K +10,939 New
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3
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