PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

110 hedge funds and large institutions have $91M invested in PIMCO High Income Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+11
Holders Change %
+11.11%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
39
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.82M
2
RCM
2
Rivernorth Capital Management
Florida
$24.7M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.42M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$1.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.84M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.47M
3
LFA
3
Livelsberger Financial Advisory
Ohio
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.05M
5
GLA
5
Good Life Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
101
HHM Wealth Advisors
Tennessee
$10.1K – – –
HI
102
Harbour Investments
Wisconsin
$10K – – –
DPW
103
DiNuzzo Private Wealth
Pennsylvania
$8.34K +$8.34K +1,667 New
HCM
104
Hollencrest Capital Management
California
$4.17K – – –
EB
105
Eastern Bank
Massachusetts
$3.5K +$3.5K +700 New
FMP
106
Financial Management Professionals
Texas
$3K +$458 +104 +18%
GRP
107
Global Retirement Partners
California
$1.82K +$50 +10 +3%
KWAG
108
Kiely Wealth Advisory Group
North Carolina
$807 – – –
KFI
109
Key Financial Inc
Pennsylvania
$650 – – –
HIA
110
Harbor Investment Advisory
Maryland
$245 – – –
PCM
111
Penserra Capital Management
California
– -$6.72M -1,394,267 Closed
LFA
112
Livelsberger Financial Advisory
Ohio
– -$629K -130,480 Closed
GLA
113
Good Life Advisors
Pennsylvania
– -$266K -55,106 Closed
CWG
114
Cornerstone Wealth Group
North Carolina
– -$120K -24,810 Closed
AWA
115
Arkadios Wealth Advisors
Georgia
– -$49.9K -10,350 Closed
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
– -$7.85K -1,625 Closed
BHWM
117
Beaird Harris Wealth Management
Texas
– -$2.01K -416 Closed
GI
118
Gradient Investments
Minnesota
– -$4 -1 Closed
1 2 3 4
5