PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

107 hedge funds and large institutions have $69.6M invested in PIMCO High Income Fund in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.55M
2
RCM
2
Rivernorth Capital Management
Florida
$6.27M
3
Millennium Management
3
Millennium Management
New York
$1.43M
4
CAN
4
Cetera Advisor Networks
California
$2.44M
5
SWP
5
Stratos Wealth Partners
Ohio
$928K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.04M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.42M
3
CPSC
3
Carl P. Sherr & Co
Massachusetts
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$964K
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
76
Mechanics Bank - Trust Department
California
$51.1K – – –
AAS
77
Avantax Advisory Services
Texas
$49.5K – – –
RWB
78
RMR Wealth Builders
New Jersey
$49.3K +$49.3K +10,398 New
KPWS
79
Kestra Private Wealth Services
Texas
$47.7K – – –
BAM
80
Belpointe Asset Management
Nevada
$42K +$42K +8,880 New
CFGS
81
Concourse Financial Group Securities
Alabama
$28.7K – – –
PTC
82
Private Trust Company
Ohio
$17K – – –
ATC
83
Adirondack Trust Company
New York
$16.4K – – –
CMA
84
Cedar Mountain Advisors
Oregon
$13.5K – – –
FIA
85
FNY Investment Advisers
New York
$12K – – –
HI
86
Harbour Investments
Wisconsin
$11.4K – – –
IA
87
IFP Advisors
Florida
$10K -$46K -4,928 -82%
JMF
88
Johnson Midwest Financial
Iowa
$10K +$303 +63 +3%
HWA
89
HHM Wealth Advisors
Tennessee
$9.59K – – –
CASC
90
Coppell Advisory Solutions Corp
Texas
$7.71K +$7.71K +1,629 New
CAS
91
Coppell Advisory Solutions
Texas
$7.71K +$7.71K +1,629 New
ASN
92
Advisory Services Network
Georgia
$7.59K +$7.59K +1,604 New
RBC
93
Romano Brothers & Co
Illinois
$7.57K +$7.57K +1,600 New
SSC
94
Syverson Strege & Co
Iowa
$5.62K +$170 +36 +3%
ZIG
95
Zullo Investment Group
Pennsylvania
$5.2K – – –
FA
96
Fiduciary Alliance
South Carolina
$4.73K +$4.73K +1,000 New
CWP
97
Concord Wealth Partners
Virginia
$4.21K +$4.21K +890 New
HCM
98
Hollencrest Capital Management
California
$3.94K +$3.94K +833 New
EWA
99
EverSource Wealth Advisors
Alabama
$3.55K +$3.55K +750 New
CT
100
Cambridge Trust
Massachusetts
$3K – – –
1 2 3
4
5