PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

110 hedge funds and large institutions have $91M invested in PIMCO High Income Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+11
Holders Change %
+11.11%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
39
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.82M
2
RCM
2
Rivernorth Capital Management
Florida
$24.7M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.42M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$1.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.84M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.47M
3
LFA
3
Livelsberger Financial Advisory
Ohio
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.05M
5
GLA
5
Good Life Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IPWA
51
International Private Wealth Advisors
California
$120K +$3.29K +657 +3%
KAS
52
KPP Advisory Services
Kentucky
$119K – – –
SWM
53
Spire Wealth Management
Virginia
$118K +$55 +11 +0%
SC
54
Scotia Capital
Ontario, Canada
$114K – – –
SWP
55
Stratos Wealth Partners
Ohio
$113K +$6.91K +1,382 +7%
MWP
56
Madison Wealth Partners
Wisconsin
$107K -$8.75K -1,750 -8%
WWM
57
WT Wealth Management
Arizona
$106K – – –
WJWM
58
Williams Jones Wealth Management
New York
$106K – – –
CWM
59
Centric Wealth Management
Illinois
$106K +$106K +21,016 New
BMCM
60
Bryn Mawr Capital Management
Pennsylvania
$105K – – –
1WA
61
180 Wealth Advisors
Washington
$105K – – –
CCG
62
Ceeto Capital Group
Florida
$101K – – –
HF
63
HRT Financial
New York
$100K +$100K +20,052 New
VFG
64
Valley Financial Group
Pennsylvania
$99.3K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$99.1K +$99.1K +19,816 New
ZIG
66
Zuckerman Investment Group
Illinois
$90K – – –
SA
67
Sanctuary Advisors
Indiana
$86.5K +$86.5K +17,300 New
Mariner
68
Mariner
Kansas
$86.3K -$97.4K -19,487 -53%
LSA
69
Lion Street Advisors
Texas
$82.9K – – –
WWM
70
Wagner Wealth Management
South Carolina
$81.5K -$7.1K -1,420 -8%
HighTower Advisors
71
HighTower Advisors
Illinois
$75K +$75K +14,886 New
RJT
72
Raymond James Trust
Florida
$75K – – –
AAS
73
Ameritas Advisory Services
Nebraska
$70.1K +$1.89K +378 +3%
BRWA
74
B. Riley Wealth Advisors
Florida
$69.5K +$213 +42 +0.3%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$69K +$69K +13,800 New
1 2
3
4 5