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PHK

PIMCO High Income Fund
PHK

63 hedge funds and large institutions have $79.7M invested in PIMCO High Income Fund in 2013 Q2 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.57% more ownership

Funds ownership: 0% → 5.57% (+5.6%)

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$17.1M +$17.8M +1,458,316 New
ALA
2
Atherton Lane Advisers
California
$16.9M +$17.6M +1,444,057 New
Cohen & Steers
3
Cohen & Steers
New York
$9.27M +$9.64M +791,870 New
SONJCPFB
4
State of New Jersey Common Pension Fund B
New Jersey
$5.91M +$6.15M +504,700 New
Morgan Stanley
5
Morgan Stanley
New York
$5.04M +$5.24M +430,543 New
MFS
6
MSI Financial Services
Massachusetts
$3.28M +$3.41M +280,219 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.14M +$3.26M +267,891 New
Wells Fargo
8
Wells Fargo
California
$2.55M +$2.65M +217,768 New
NPC
9
National Planning Corporation
California
$2.47M +$2.57M +210,801 New
U
10
UBS
Switzerland
$1.43M +$1.48M +121,670 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.31M +$1.36M +111,781 New
Bank of America
12
Bank of America
North Carolina
$1.08M +$1.12M +91,841 New
SFSIG
13
San Francisco Sentry Investment Group
California
$928K +$965K +79,220 New
HIM
14
Hanlon Investment Management
New Jersey
$820K +$852K +70,000 New
FAAS
15
First Allied Advisory Services
California
$739K +$768K +63,067 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$610K +$634K +52,062 New
Jane Street
17
Jane Street
New York
$580K +$603K +49,555 New
BRWA
18
B. Riley Wealth Advisors
Florida
$541K +$563K +46,237 New
RFC
19
Regions Financial Corp
Alabama
$433K +$451K +36,999 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$416K +$432K +35,519 New
Creative Planning
21
Creative Planning
Kansas
$349K +$362K +29,767 New
IH
22
IFC Holdings
Florida
$326K +$338K +27,753 New
WS
23
Wedbush Securities
California
$320K +$333K +27,369 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$304K +$316K +25,987 New
PP
25
Paloma Partners
Connecticut
$279K +$290K +23,800 New
1
2 3

PHK Hedge Fund Activity: Q2 2013 in Review

63 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q2 2013, worth a combined $79.7M.

Buyers outnumbered sellers: 63 funds opened new PHK positions and 0 closed out — a net gain of 63 holders — while 0 added to existing stakes and 0 trimmed.

  • 63 institutional investors held PIMCO High Income Fund (PHK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $79.7M of PIMCO High Income Fund stock for Q2 2013.
  • 63 funds opened new PIMCO High Income Fund positions in Q2 2013 and 0 closed out, a net change of +63 holders.

Based on aggregated 13F filings for Q2 2013.