PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

107 hedge funds and large institutions have $93.5M invested in PIMCO High Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 18 closing their positions.

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
43
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.8M
2
RCM
2
Rivernorth Capital Management
Florida
$17.2M
3
Invesco
3
Invesco
Georgia
$5.17M
4
Bank of America
4
Bank of America
North Carolina
$4.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.35M

Top Sellers

1
PA
1
Procyon Advisors
Connecticut
$0
2
AAS
2
Avantax Advisory Services
Texas
$57.6K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.33M
4
SPC
4
Sigma Planning Corp
Michigan
$500K
5
GC
5
Guggenheim Capital
Illinois
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$17.2M 3,439,158 +643,910 +23%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M 2,762,070 +1,284,227 +87%
PCM
3
Penserra Capital Management
California
$9.3M 1,864,473 +129,041 +7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.64M 1,130,678 +65,035 +6%
Invesco
5
Invesco
Georgia
$5.17M 1,036,184 +268,051 +35%
Bank of America
6
Bank of America
North Carolina
$4.6M 921,776 +191,445 +26%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.35M 871,543 +178,566 +26%
LPL Financial
8
LPL Financial
California
$4.17M 836,282 +39,832 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.87M 575,912 +67,738 +13%
GC
10
Guggenheim Capital
Illinois
$1.78M 356,708 -90,604 -20%
CAN
11
Cetera Advisor Networks
California
$1.77M 355,271 +31,217 +10%
Cohen & Steers
12
Cohen & Steers
New York
$1.73M 345,910 – –
UBS Group
13
UBS Group
Switzerland
$1.59M 319,126 +58,022 +22%
PAS
14
Park Avenue Securities
New York
$1.33M 266,646 +32,635 +14%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.33M 266,023 -273,723 -51%
PS
16
Principal Securities
Iowa
$1.15M 229,955 +229,955 New
NA
17
NewEdge Advisors
Louisiana
$1.01M 205,300 +10,500 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$890K 178,394 +127,989 +254%
AWM
19
Apollon Wealth Management
South Carolina
$826K 165,528 -927 -0.6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$742K 148,756 +5,914 +4%
LFA
21
Livelsberger Financial Advisory
Ohio
$734K 147,117 +147,117 New
KAS
22
Kestra Advisory Services
Texas
$680K 135,535 +93,399 +222%
SC
23
Scotia Capital
Ontario, Canada
$623K 124,927 +102,177 +449%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$564K 113,023 +848 +0.8%
CA
25
Cetera Advisors
Colorado
$558K 111,767 +10,895 +11%
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