PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

100 hedge funds and large institutions have $85.1M invested in PIMCO High Income Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
32
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.94M
2
Bank of America
2
Bank of America
North Carolina
$2.67M
3
PCM
3
Penserra Capital Management
California
$9.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.27M
5
KAS
5
Kestra Advisory Services
Texas
$547K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73M
2
CAN
2
Cetera Advisor Networks
California
$1.47M
3
SWP
3
Stratos Wealth Partners
Ohio
$140K
4
GC
4
Guggenheim Capital
Illinois
$2.49M
5
LSA
5
Lion Street Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$53.9K +$53.9K +10,777 New
CWM
77
Centric Wealth Management
Illinois
$53.2K +$53.2K +10,580 New
AAS
78
Avantax Advisory Services
Texas
$52.3K – – –
KPWS
79
Kestra Private Wealth Services
Texas
$50.4K – – –
BWA
80
BDO Wealth Advisors
Florida
$29.4K +$685 +137 +2%
CAS
81
Coppell Advisory Solutions
Texas
$25.7K +$25.7K +5,209 New
CFGS
82
Concourse Financial Group Securities
Alabama
$20.2K – – –
PTC
83
Private Trust Company
Ohio
$18.1K – – –
CMA
84
Cedar Mountain Advisors
Oregon
$14.3K – – –
FIA
85
FNY Investment Advisers
New York
$13K – – –
WP
86
WealthPLAN Partners
Nebraska
$11.3K – – –
JMF
87
Johnson Midwest Financial
Iowa
$11K +$340 +68 +3%
HWA
88
HHM Wealth Advisors
Tennessee
$10.1K – – –
HI
89
Harbour Investments
Wisconsin
$10K -$2K -400 -17%
CWP
90
Concord Wealth Partners
Virginia
$4.73K +$145 +29 +3%
HCM
91
Hollencrest Capital Management
California
$4.17K – – –
EWA
92
EverSource Wealth Advisors
Alabama
$3.75K – – –
CT
93
Cambridge Trust
Massachusetts
$3.5K – – –
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$3.21K +$3.21K +641 New
GRP
95
Global Retirement Partners
California
$1.57K +$15 +3 +1%
KFI
96
Key Financial Inc
Pennsylvania
$650 – – –
IA
97
IFP Advisors
Florida
$247 – – –
HIA
98
Harbor Investment Advisory
Maryland
$245 – – –
AWM
99
Avior Wealth Management
Nebraska
$83 – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$5 +$5 +1 New
1 2 3
4
5