PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

94 hedge funds and large institutions have $50.5M invested in PIMCO High Income Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
24
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66M
2
PAS
2
Park Avenue Securities
New York
$959K
3
RCM
3
Rivernorth Capital Management
Florida
$568K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.53M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.68M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$212K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APWA
76
Atlas Private Wealth Advisors
New Jersey
$16K 2,700 -2,700 -50%
CFGS
77
Concourse Financial Group Securities
Alabama
$12K 2,000 – –
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$12K 2,000 – –
JMF
79
Johnson Midwest Financial
Iowa
$10K 1,723 +1,723 New
TPWA
80
TRUE Private Wealth Advisors
Oregon
$9K 1,500 – –
GWM
81
Geneos Wealth Management
Colorado
$9K 1,472 – –
RCA
82
Ranch Capital Advisors
Florida
$8K 1,444 – –
FPCG
83
Fort Pitt Capital Group
Pennsylvania
$7K 1,180 +1,180 New
CAL
84
Capital Analysts LLC
Pennsylvania
$6K 1,020 – –
KFI
85
Key Financial Inc
Pennsylvania
$6K 966 +966 New
SSC
86
Syverson Strege & Co
Iowa
$6K 969 +969 New
RA
87
Reby Advisors
Connecticut
$6K 1,000 +1,000 New
GRP
88
Global Retirement Partners
California
$1K 245 +7 +3%
CFB
89
Cullen/Frost Bankers
Texas
$1K 200 +200 New
AAS
90
Avantax Advisory Services
Texas
– – -319,448 Closed
CIBC World Market
91
CIBC World Market
Ontario, Canada
– – -114,606 Closed
AWM
92
Adams Wealth Management
Utah
– – -38,557 Closed
JWCA
93
J.W. Cole Advisors
Florida
– – -20,465 Closed
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
– – -20,421 Closed
Creative Planning
95
Creative Planning
Kansas
– – -17,635 Closed
VF
96
Virtu Financial
New York
– – -10,190 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
– – -1,510 Closed
Barclays
98
Barclays
United Kingdom
– – -491 Closed
FWM
99
Filbrandt Wealth Management
Wisconsin
– – -12 Closed
FHA
100
Flagship Harbor Advisors
Massachusetts
– – -6 Closed
1 2 3
4
5