PIMCO High Income Fund
PHK
108 hedge funds and large institutions have $69.8M invested in PIMCO High Income Fund in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
17% more capital invested
Capital invested by funds: $59.7M → $69.8M (+$10.1M)
10% more funds holding
Funds holding: 98 → 108 (+10)
1.41% more ownership
Funds ownership: 9.52% → 10.94% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.69M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.62M |
| 3 |
Millennium Management
New York
|
+$1.22M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$971K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$856K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$789K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$202K |
| 3 |
CPSC
Carl P. Sherr & Co
Worcester,
Massachusetts
|
-$149K |
| 4 |
Rockefeller Capital Management
New York
|
-$141K |
| 5 |
VF
Virtu Financial
New York
|
-$129K |
PHK Hedge Fund Activity: Q4 2022 in Review
108 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q4 2022, worth a combined $69.8M — up 17% from $59.7M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PHK positions and 10 closed out — a net gain of 11 holders — while 31 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.69M. The largest seller was Bank of America, cutting an estimated $789K.
- 108 institutional investors held PIMCO High Income Fund (PHK) as of Q4 2022, up from 98 in Q3 2022.
- Funds reported $69.8M of PIMCO High Income Fund stock for Q4 2022, up 17% quarter-over-quarter.
- 21 funds opened new PIMCO High Income Fund positions in Q4 2022 and 10 closed out, a net change of +11 holders.
- The largest PIMCO High Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $2.69M added.
- The largest PIMCO High Income Fund seller in Q4 2022 was Bank of America, an estimated $789K sold.
Based on aggregated 13F filings for Q4 2022.