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PHK

PIMCO High Income Fund

100 hedge funds and large institutions have $83.7M invested in PIMCO High Income Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.58% less ownership

Funds ownership: 12.78%11.19% (-1.6%)

8% less funds holding

Funds holding: 109100 (-9)

9% less capital invested

Capital invested by funds: $92.2M → $83.7M (-$8.53M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
100
Holders Change
-9
Holders Change %
-8.26%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
39
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$22.4M +$812K +168,583 +4%
PCM
2
Penserra Capital Management
California
$6.72M +$149K +30,984 +2%
Bank of America
3
Bank of America
North Carolina
$5.33M +$592K +122,936 +13%
Invesco
4
Invesco
Georgia
$4.77M +$95.9K +19,911 +2%
LPL Financial
5
LPL Financial
California
$4.67M +$260K +53,969 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.04M +$536K +111,298 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.71M +$44.4K +9,230 +1%
Morgan Stanley
8
Morgan Stanley
New York
$3.7M -$3.27M -679,678 -47%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.43M +$256K +53,128 +8%
Cohen & Steers
10
Cohen & Steers
New York
$3.09M +$1.42M +295,000 +85%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.46M -$3.69M -765,437 -60%
PAS
12
Park Avenue Securities
New York
$1.33M +$53K +11,018 +4%
UBS Group
13
UBS Group
Switzerland
$1.29M -$26.5K -5,500 -2%
GC
14
Guggenheim Capital
Illinois
$1.22M +$300K +62,344 +33%
PS
15
Principal Securities
Iowa
$1.22M +$73K +15,158 +6%
AWM
16
Apollon Wealth Management
South Carolina
$1.18M +$287K +59,532 +32%
KAS
17
Kestra Advisory Services
Texas
$932K +$330K +68,574 +29%
NA
18
NewEdge Advisors
Louisiana
$875K -$27.4K -5,700 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$732K
Osaic Holdings
20
Osaic Holdings
Arizona
$725K -$527K -109,357 -42%
LFA
21
Livelsberger Financial Advisory
Ohio
$629K +$2.08K +433 +0.3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$623K +$1.82K +378 +0.3%
KWM
23
Kingsview Wealth Management
Oregon
$467K +$12.4K +2,579 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$446K +$20.4K +4,240 +5%
AWS
25
Atria Wealth Solutions
New York
$401K +$5.25K +1,090 +1%

PHK Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO High Income Fund (PHK) for Q2 2024, worth a combined $83.7M — down 9.3% from $92.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHK and 8 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 39 added.

The largest buyer was Cohen & Steers, adding an estimated $1.42M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.69M.

  • 100 institutional investors held PIMCO High Income Fund (PHK) as of Q2 2024, down from 109 in Q1 2024.
  • Funds reported $83.7M of PIMCO High Income Fund stock for Q2 2024, down 9.3% quarter-over-quarter.
  • 8 funds opened new PIMCO High Income Fund positions in Q2 2024 and 13 closed out, a net change of -5 holders.
  • The largest PIMCO High Income Fund buyer in Q2 2024 was Cohen & Steers, an estimated $1.42M added.
  • The largest PIMCO High Income Fund seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $3.69M sold.

Based on aggregated 13F filings for Q2 2024.