PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

97 hedge funds and large institutions have $79.3M invested in PIMCO High Income Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$18.7M
2
PCM
2
Penserra Capital Management
California
$8.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.42M
4
Bank of America
4
Bank of America
North Carolina
$1.75M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.95M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$129K
2
Cohen & Steers
2
Cohen & Steers
New York
$4.44M
3
MFG
3
Merit Financial Group
Georgia
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$401K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$17.2K – – –
ATC
77
Adirondack Trust Company
New York
$16.5K – – –
CMA
78
Cedar Mountain Advisors
Oregon
$13.6K – – –
FIA
79
FNY Investment Advisers
New York
$12K – – –
HI
80
Harbour Investments
Wisconsin
$11.4K – – –
WP
81
WealthPLAN Partners
Nebraska
$10.7K +$10.7K +2,252 New
JMF
82
Johnson Midwest Financial
Iowa
$10.2K +$301 +63 +3%
HWA
83
HHM Wealth Advisors
Tennessee
$9.67K – – –
ASN
84
Advisory Services Network
Georgia
$7.65K – – –
SSC
85
Syverson Strege & Co
Iowa
$5.84K +$172 +36 +3%
CWP
86
Concord Wealth Partners
Virginia
$4.37K +$129 +27 +3%
HCM
87
Hollencrest Capital Management
California
$3.97K – – –
EWA
88
EverSource Wealth Advisors
Alabama
$3.58K – – –
CT
89
Cambridge Trust
Massachusetts
$3.34K – – –
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$3.28K +$239 +50,133 +8%
US Bancorp
91
US Bancorp
Minnesota
$1.85K – – –
GRP
92
Global Retirement Partners
California
$1.48K +$67 +14 +5%
KFI
93
Key Financial Inc
Pennsylvania
$620 – – –
IA
94
IFP Advisors
Florida
$405 -$8.46K -1,023 -95%
AAP
95
Arax Advisory Partners
Colorado
$358 +$358 +75 New
HIA
96
Harbor Investment Advisory
Maryland
$234 – – –
AWM
97
Avior Wealth Management
Nebraska
$77 +$77 +16 New
MFG
98
Merit Financial Group
Georgia
– -$640K -135,227 Closed
BCI
99
Brinker Capital Investments
Pennsylvania
– -$571K -120,753 Closed
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
– -$225K -47,500 Closed
1 2 3
4
5