PIMCO High Income Fund
PHK
93 hedge funds and large institutions have $54.6M invested in PIMCO High Income Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
12% more capital invested
Capital invested by funds: $48.6M → $54.6M (+$6.02M)
8% more funds holding
Funds holding: 86 → 93 (+7)
0.76% more ownership
Funds ownership: 4.81% → 5.56% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.58M |
| 3 |
Morgan Stanley
New York
|
+$1.12M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.02M |
| 5 |
Millennium Management
New York
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$667K |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$655K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$613K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$519K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$426K |
PHK Hedge Fund Activity: Q4 2019 in Review
93 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q4 2019, worth a combined $54.6M — up 12% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PHK positions and 8 closed out — a net gain of 8 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.33M. The largest seller was Envestnet Asset Management, cutting an estimated $667K.
- 93 institutional investors held PIMCO High Income Fund (PHK) as of Q4 2019, up from 86 in Q3 2019.
- Funds reported $54.6M of PIMCO High Income Fund stock for Q4 2019, up 12% quarter-over-quarter.
- 16 funds opened new PIMCO High Income Fund positions in Q4 2019 and 8 closed out, a net change of +8 holders.
- The largest PIMCO High Income Fund buyer in Q4 2019 was Rivernorth Capital Management, an estimated $4.33M added.
- The largest PIMCO High Income Fund seller in Q4 2019 was Envestnet Asset Management, an estimated $667K sold.
Based on aggregated 13F filings for Q4 2019.