PHK

PIMCO High Income Fund
PHK

Overview Fund Activity

120 hedge funds and large institutions have $100M invested in PIMCO High Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
36
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.9M
2
GC
2
Guggenheim Capital
Illinois
$3.96M
3
NWMP
3
Noble Wealth Management PBC
Colorado
$1.55M
4
KAS
4
Kestra Advisory Services
Texas
$1.94M
5
AWM
5
Apollon Wealth Management
South Carolina
$3.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$880K
2
RCM
2
Rivernorth Capital Management
Florida
$23.7M
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.16M
4
IAIM
4
International Assets Investment Management
Florida
$52.4K
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$23.7M 4,885,052 -54,713 -1%
LPL Financial
2
LPL Financial
California
$7.9M 1,624,495 +571,384 +54%
Bank of America
3
Bank of America
North Carolina
$6.27M 1,290,578 +85,312 +7%
Invesco
4
Invesco
Georgia
$5.64M 1,160,069 +57,314 +5%
Cohen & Steers
5
Cohen & Steers
New York
$5.17M 1,063,601 +99,653 +10%
GC
6
Guggenheim Capital
Illinois
$3.96M 815,826 +372,623 +84%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.79M 779,132 +2,261 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$3.77M 776,339 +4,185 +0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.56M 733,254 -19,178 -3%
AWM
10
Apollon Wealth Management
South Carolina
$3.04M 625,563 +180,297 +40%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.35M 483,948 -9,379 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.33M 480,025 +112,796 +31%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.23M 457,872 -17,495 -4%
KAS
14
Kestra Advisory Services
Texas
$1.94M 394,445 +184,712 +88%
NWMP
15
Noble Wealth Management PBC
Colorado
$1.55M 319,755 +319,755 New
PS
16
Principal Securities
Iowa
$1.45M 298,663 +12,192 +4%
PAS
17
Park Avenue Securities
New York
$1.45M 297,590 +14,078 +5%
MGWM
18
Marks Group Wealth Management
Minnesota
$1.36M 280,669 – –
BEI
19
Benjamin Edwards Inc
Missouri
$1.16M 239,057 -44,672 -16%
BCI
20
Brinker Capital Investments
Pennsylvania
$973K 200,162 +102,699 +105%
OPS
21
Orion Portfolio Solutions
Nebraska
$973K 200,162 +102,699 +105%
UBS Group
22
UBS Group
Switzerland
$880K 180,987 -91,220 -34%
Raymond James Financial
23
Raymond James Financial
Florida
$854K 175,818 +175,818 New
NA
24
NewEdge Advisors
Louisiana
$803K 165,300 -8,600 -5%
Millennium Management
25
Millennium Management
New York
$741K 152,512 +12,482 +9%
1
2 3 4 5