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PHK

PIMCO High Income Fund

98 hedge funds and large institutions have $59.7M invested in PIMCO High Income Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

0.66% less ownership

Funds ownership: 10.18%9.52% (-0.66%)

8% less funds holding

Funds holding: 10698 (-8)

14% less capital invested

Capital invested by funds: $69.5M → $59.7M (-$9.77M)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
98
Holders Change
-8
Holders Change %
-7.55%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
27
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$5.39M
PCM
2
Penserra Capital Management
California
$5.3M -$1.23M -240,194 -17%
RCM
3
Rivernorth Capital Management
Florida
$4.6M +$4.32M +844,874 +586%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.54M +$606K +118,549 +14%
Invesco
5
Invesco
Georgia
$4.35M +$51.3K +10,039 +1%
GC
6
Guggenheim Capital
Illinois
$3.28M +$583K +114,090 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.96M +$97.2K +19,031 +3%
Morgan Stanley
8
Morgan Stanley
New York
$2.85M +$299K +58,458 +11%
PA
9
Procyon Advisors
Connecticut
$2.72M -$199K -38,854 -6%
LPL Financial
10
LPL Financial
California
$2.32M +$263K +51,554 +12%
Bank of America
11
Bank of America
North Carolina
$1.79M -$3.03M -592,054 -61%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.5M +$86.2K +16,864 +6%
CAN
13
Cetera Advisor Networks
California
$1.46M +$100K +19,578 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.44M -$57.4K -11,229 -4%
UBS Group
15
UBS Group
Switzerland
$1.16M +$95K +18,599 +8%
NA
16
NewEdge Advisors
Louisiana
$1.16M +$10.5K +2,062 +0.8%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.08M +$17.6K +3,454 +2%
PAS
18
Park Avenue Securities
New York
$1.01M +$29.9K +5,855 +3%
SPC
19
Sigma Planning Corp
Michigan
$905K -$3.23K -633 -0.3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$747K -$4.16K -814 -0.5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$596K -$586K -114,589 -47%
MFG
22
Merit Financial Group
Georgia
$581K -$655K -128,100 -51%
BCI
23
Brinker Capital Investments
Pennsylvania
$562K
KWM
24
Kingsview Wealth Management
Oregon
$447K +$13.2K +2,583 +3%
Wells Fargo
25
Wells Fargo
California
$266K -$13.1K -2,566 -4%

PHK Hedge Fund Activity: Q3 2022 in Review

98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q3 2022, worth a combined $59.7M — down 14% from $69.5M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PHK and 7 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 30 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.32M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $3.21M sold.

  • 98 institutional investors held PIMCO High Income Fund (PHK) as of Q3 2022, down from 106 in Q2 2022.
  • Funds reported $59.7M of PIMCO High Income Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 7 funds opened new PIMCO High Income Fund positions in Q3 2022 and 15 closed out, a net change of -8 holders.
  • The largest PIMCO High Income Fund buyer in Q3 2022 was Rivernorth Capital Management, an estimated $4.32M added.
  • The largest PIMCO High Income Fund seller in Q3 2022 was Vident Investment Advisory, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2022.