RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

59 hedge funds and large institutions have $37.4M invested in PIMCO Strategic Income Fund in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.95M
2
N
2
Natixis
France
$1.05M
3
Stifel Financial
3
Stifel Financial
Missouri
$964K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.38M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.97M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$2.02M
2
BF
2
BOK Financial
Oklahoma
$97K
3
AIM
3
Anchor Investment Management
South Carolina
$0
4
TC
4
Trust Company
Kansas
$0
5
SMFS
5
Squar Milner Financial Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$194K – – –
KA
27
Kovack Advisors
Florida
$153K +$5.58K +575 +4%
EWA
28
EP Wealth Advisors
California
$151K +$151K +15,600 New
CA
29
Cetera Advisors
Colorado
$141K +$12.8K +1,313 +10%
Millennium Management
30
Millennium Management
New York
$134K +$134K +13,789 New
Creative Planning
31
Creative Planning
Kansas
$122K -$1.21K -124 -1%
NAM
32
NTV Asset Management
West Virginia
$116K +$467 +48 +0.4%
WIA
33
World Investment Advisors
California
$113K – – –
OIA
34
Optimum Investment Advisors
Illinois
$111K – – –
AIC
35
Ameritas Investment Company
Nebraska
$109K +$109K +11,180 New
AAS
36
Avantax Advisory Services
Texas
$107K +$107K +11,071 New
BF
37
BOK Financial
Oklahoma
$97K -$41.1K -4,236 -30%
SIAP
38
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$95K +$11.3K +1,156 +13%
GWM
39
Geneos Wealth Management
Colorado
$42K +$182 +19 +0.4%
VRM
40
Vectors Research Management
New York
$21K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$20K – – –
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K – – –
CI
43
CX Institutional
Indiana
$15K – – –
RFA
44
Reilly Financial Advisors
California
$15K – – –
WCG
45
Weaver Consulting Group
California
$13K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$10K – – –
EWM
47
Executive Wealth Management
Michigan
$10K +$128 +13 +1%
EWM
48
Edge Wealth Management
New York
$5K – – –
PCG
49
Private Capital Group
Connecticut
$5K – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$5K +$5K +500 New
1
2
3