PIMCO High Income Fund
PHK
122 hedge funds and large institutions have $101M invested in PIMCO High Income Fund in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
48% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 25
11% more capital invested
Capital invested by funds: $91.1M → $101M (+$9.71M)
10% more funds holding
Funds holding: 111 → 122 (+11)
1.58% more ownership
Funds ownership: 11.68% → 13.26% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.87M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.87M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$928K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$906K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$458K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$275K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$224K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$215K |
| 5 |
HF
HRT Financial
New York
|
-$100K |
PHK Hedge Fund Activity: Q4 2024 in Review
122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q4 2024, worth a combined $101M — up 11% from $91.1M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PHK positions and 8 closed out — a net gain of 14 holders — while 37 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.87M. The largest seller was UBS Group, cutting an estimated $458K.
- 122 institutional investors held PIMCO High Income Fund (PHK) as of Q4 2024, up from 111 in Q3 2024.
- Funds reported $101M of PIMCO High Income Fund stock for Q4 2024, up 11% quarter-over-quarter.
- 22 funds opened new PIMCO High Income Fund positions in Q4 2024 and 8 closed out, a net change of +14 holders.
- The largest PIMCO High Income Fund buyer in Q4 2024 was LPL Financial, an estimated $2.87M added.
- The largest PIMCO High Income Fund seller in Q4 2024 was UBS Group, an estimated $458K sold.
Based on aggregated 13F filings for Q4 2024.