PIMCO High Income Fund
PHK
77 hedge funds and large institutions have $41.5M invested in PIMCO High Income Fund in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
15% more funds holding
Funds holding: 67 → 77 (+10)
1% more capital invested
Capital invested by funds: $41M → $41.5M (+$507K)
0.01% less ownership
Funds ownership: 3.73% → 3.71% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$2.31M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
+$737K |
| 3 |
OTC
Opera Trading Capital
Paris,
France
|
+$504K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$452K |
| 5 |
Morgan Stanley
New York
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.34M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.37M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.04M |
| 4 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$240K |
| 5 |
SC
Stratford Consulting
Addison,
Texas
|
-$219K |
PHK Hedge Fund Activity: Q2 2017 in Review
77 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q2 2017, worth a combined $41.5M — up 1.2% from $41M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PHK positions and 4 closed out — a net gain of 12 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $2.31M. The largest seller was LPL Financial, cutting an estimated $2.34M.
- 77 institutional investors held PIMCO High Income Fund (PHK) as of Q2 2017, up from 67 in Q1 2017.
- Funds reported $41.5M of PIMCO High Income Fund stock for Q2 2017, up 1.2% quarter-over-quarter.
- 16 funds opened new PIMCO High Income Fund positions in Q2 2017 and 4 closed out, a net change of +12 holders.
- The largest PIMCO High Income Fund buyer in Q2 2017 was Cohen & Steers, an estimated $2.31M added.
- The largest PIMCO High Income Fund seller in Q2 2017 was LPL Financial, an estimated $2.34M sold.
Based on aggregated 13F filings for Q2 2017.