PIMCO High Income Fund
PHK
95 hedge funds and large institutions have $50.6M invested in PIMCO High Income Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
14% more funds holding
Funds holding: 83 → 95 (+12)
10% more capital invested
Capital invested by funds: $46.1M → $50.6M (+$4.49M)
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
0.13% less ownership
Funds ownership: 6.46% → 6.33% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$966K |
| 2 |
PAS
Park Avenue Securities
New York
|
+$902K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$534K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$519K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.74M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.52M |
| 3 |
Morgan Stanley
New York
|
-$1.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$627K |
PHK Hedge Fund Activity: Q4 2020 in Review
95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q4 2020, worth a combined $50.6M — up 9.8% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PHK positions and 11 closed out — a net gain of 15 holders — while 24 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $966K. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $1.74M sold.
- 95 institutional investors held PIMCO High Income Fund (PHK) as of Q4 2020, up from 83 in Q3 2020.
- Funds reported $50.6M of PIMCO High Income Fund stock for Q4 2020, up 9.8% quarter-over-quarter.
- 26 funds opened new PIMCO High Income Fund positions in Q4 2020 and 11 closed out, a net change of +15 holders.
- The largest PIMCO High Income Fund buyer in Q4 2020 was Envestnet Asset Management, an estimated $966K added.
- The largest PIMCO High Income Fund seller in Q4 2020 was Avantax Advisory Services, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2020.