PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

100 hedge funds and large institutions have $85.1M invested in PIMCO High Income Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
32
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.94M
2
Bank of America
2
Bank of America
North Carolina
$2.67M
3
PCM
3
Penserra Capital Management
California
$9.43M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.27M
5
KAS
5
Kestra Advisory Services
Texas
$547K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.73M
2
CAN
2
Cetera Advisor Networks
California
$1.47M
3
SWP
3
Stratos Wealth Partners
Ohio
$140K
4
GC
4
Guggenheim Capital
Illinois
$2.49M
5
LSA
5
Lion Street Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$19.3M 3,860,586 -56,602 -1%
PCM
2
Penserra Capital Management
California
$9.43M 1,886,340 +117,587 +7%
Morgan Stanley
3
Morgan Stanley
New York
$7.27M 1,454,645 +109,327 +8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.42M 1,084,397 +47,282 +5%
Invesco
5
Invesco
Georgia
$4.56M 912,414 -22,527 -2%
LPL Financial
6
LPL Financial
California
$3.94M 788,270 +300,240 +62%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.4M 679,911 -7,884 -1%
PA
8
Procyon Advisors
Connecticut
$3.29M 657,234 +1,772 +0.3%
Bank of America
9
Bank of America
North Carolina
$2.67M 533,809 +167,022 +46%
GC
10
Guggenheim Capital
Illinois
$2.49M 497,712 -168,686 -25%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.22M 443,531 -6,105 -1%
Cohen & Steers
12
Cohen & Steers
New York
$1.73M 345,910 -584,288 -63%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.49M 298,342 +28,819 +11%
CAN
14
Cetera Advisor Networks
California
$1.47M 294,615 -263,472 -47%
UBS Group
15
UBS Group
Switzerland
$1.16M 232,476 -20,678 -8%
NA
16
NewEdge Advisors
Louisiana
$1.16M 232,319 +900 +0.4%
PAS
17
Park Avenue Securities
New York
$1.09M 217,418 +6,708 +3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.05M 209,253 +18,222 +10%
SPC
19
Sigma Planning Corp
Michigan
$993K 198,680 -8,049 -4%
AWM
20
Apollon Wealth Management
South Carolina
$707K 141,451 +76,883 +119%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$702K 140,337 +2,739 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$553K 110,663 -10,071 -8%
KAS
23
Kestra Advisory Services
Texas
$547K 108,796 +80,495 +284%
ACM
24
Arlington Capital Management
Illinois
$475K 94,980 +8,434 +10%
KWM
25
Kingsview Wealth Management
Oregon
$435K 87,034 +2,574 +3%
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