PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

112 hedge funds and large institutions have $73.1M invested in PIMCO High Income Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
31
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.38M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.39M
3
Bank of America
3
Bank of America
North Carolina
$3.23M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.25M
5
Truist Financial
5
Truist Financial
North Carolina
$272K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$12.4M
2
PCM
2
Penserra Capital Management
California
$7.67M
3
Invesco
3
Invesco
Georgia
$3.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$374K
5
PA
5
Procyon Advisors
Connecticut
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$12.4M 2,795,248 -1,065,338 -28%
PCM
2
Penserra Capital Management
California
$7.67M 1,735,432 -150,908 -8%
Morgan Stanley
3
Morgan Stanley
New York
$6.53M 1,477,843 +23,198 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.71M 1,065,643 -18,754 -2%
LPL Financial
5
LPL Financial
California
$3.52M 796,450 +8,180 +1%
Invesco
6
Invesco
Georgia
$3.4M 768,133 -144,281 -16%
Bank of America
7
Bank of America
North Carolina
$3.23M 730,331 +196,522 +37%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.06M 692,977 +13,066 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.39M 539,746 +241,404 +81%
PA
10
Procyon Advisors
Connecticut
$2.38M 537,885 -119,349 -18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.25M 508,174 +64,643 +15%
GC
12
Guggenheim Capital
Illinois
$1.98M 447,312 -50,400 -10%
Cohen & Steers
13
Cohen & Steers
New York
$1.53M 345,910 – –
CAN
14
Cetera Advisor Networks
California
$1.43M 324,054 +29,439 +10%
AAS
15
Avantax Advisory Services
Texas
$1.38M 311,687 +301,224 +2,879%
UBS Group
16
UBS Group
Switzerland
$1.15M 261,104 +28,628 +12%
PAS
17
Park Avenue Securities
New York
$1.03M 234,011 +16,593 +8%
SPC
18
Sigma Planning Corp
Michigan
$885K 200,155 +1,475 +0.7%
NA
19
NewEdge Advisors
Louisiana
$861K 194,800 -37,519 -16%
AWM
20
Apollon Wealth Management
South Carolina
$736K 166,455 +25,004 +18%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$631K 142,842 +2,505 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$496K 112,175 +1,512 +1%
CA
23
Cetera Advisors
Colorado
$446K 100,872 +59,981 +147%
ACM
24
Arlington Capital Management
Illinois
$416K 94,072 -908 -1%
KWM
25
Kingsview Wealth Management
Oregon
$394K 89,160 +2,126 +2%
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