PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

107 hedge funds and large institutions have $93.5M invested in PIMCO High Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 18 closing their positions.

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
43
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.8M
2
RCM
2
Rivernorth Capital Management
Florida
$17.2M
3
Invesco
3
Invesco
Georgia
$5.17M
4
Bank of America
4
Bank of America
North Carolina
$4.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.35M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$0
2
AAS
2
Avantax Advisory Services
Texas
$57.6K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.33M
4
SPC
4
Sigma Planning Corp
Michigan
$500K
5
GC
5
Guggenheim Capital
Illinois
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$54.7K 10,971 -1,971 -15%
TSS
77
Two Sigma Securities
New York
$54.5K 10,919 -882 -7%
MBTD
78
Mechanics Bank - Trust Department
California
$53.9K 10,800 – –
IAIM
79
International Assets Investment Management
Florida
$53.4K 10,700 -4,000 -27%
RWB
80
RMR Wealth Builders
New Jersey
$52.6K 10,541 -571 -5%
AWA
81
Arkadios Wealth Advisors
Georgia
$51.6K 10,350 – –
KPWS
82
Kestra Private Wealth Services
Texas
$50.3K 10,088 – –
CWM
83
Cornerstone Wealth Management
Missouri
$49.9K 10,001 -400 -4%
FFWM
84
Future Financial Wealth Management
Ohio
$49.9K 10,000 +10,000 New
HCM
85
Highlander Capital Management
New Jersey
$36.7K 7,360 – –
Wells Fargo
86
Wells Fargo
California
$30.8K 6,182 +2,339 +61%
BBHC
87
Brown Brothers Harriman & Co
New York
$27.8K 5,577 – –
CAS
88
Coppell Advisory Solutions
Texas
$26K 5,209 +3,580 +220%
CFGS
89
Concourse Financial Group Securities
Alabama
$20.2K 4,000 – –
CMA
90
Cedar Mountain Advisors
Oregon
$14.2K 2,854 – –
Comerica Bank
91
Comerica Bank
Texas
$13.9K 2,790 +1,740 +166%
FWA
92
FSC Wealth Advisors
New York
$13K 2,600 +2,600 New
FIA
93
FNY Investment Advisers
New York
$12K 2,600 – –
HWA
94
HHM Wealth Advisors
Tennessee
$10.1K 2,027 – –
HI
95
Harbour Investments
Wisconsin
$9.98K 2,000 – –
ASN
96
Advisory Services Network
Georgia
$8K 1,604 +1,604 New
FFA
97
Farther Finance Advisors
California
$7.74K 1,550 +1,550 New
HCM
98
Hollencrest Capital Management
California
$4.16K 833 – –
CT
99
Cambridge Trust
Massachusetts
$3.49K 700 – –
PP
100
PFS Partners
New Jersey
$2.5K 500 +500 New
1 2 3
4
5