RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

60 hedge funds and large institutions have $45.3M invested in PIMCO Strategic Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
N
1
Natixis
France
$4.32M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$989K
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$970K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.89M
5
CS
5
Credit Suisse
Switzerland
$494K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$142K
2
Wells Fargo
2
Wells Fargo
California
$204K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$686K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.1M
5
AG
5
Advisor Group
Arizona
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
26
Fort Sheridan Advisors
Illinois
$291K – – –
APA
27
American Portfolios Advisors
New York
$265K +$34.9K +3,836 +15%
RJA
28
Raymond James & Associates
Florida
$252K -$29.1K -3,205 -10%
FIA
29
FNY Investment Advisers
New York
$229K +$175K +19,260 +323%
ClearBridge Investments
30
ClearBridge Investments
New York
$209K – – –
Wells Fargo
31
Wells Fargo
California
$204K -$384K -41,993 -65%
KA
32
Kovack Advisors
Florida
$194K +$6.88K +755 +4%
SWP
33
Stratos Wealth Partners
Ohio
$182K -$13.9K -1,525 -7%
Stifel Financial
34
Stifel Financial
Missouri
$142K -$526K -58,543 -79%
Creative Planning
35
Creative Planning
Kansas
$124K +$24.9K +2,734 +25%
WIA
36
World Investment Advisors
California
$113K +$10.5K +1,145 +10%
NAM
37
NTV Asset Management
West Virginia
$109K +$444 +49 +0.4%
EWA
38
EP Wealth Advisors
California
$101K -$36.4K -4,000 -26%
BF
39
BOK Financial
Oklahoma
$95K +$2.49K +275 +3%
SIAP
40
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K +$1.76K +196 +2%
OIA
41
Optimum Investment Advisors
Illinois
$73K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$41K – – –
GWM
43
Geneos Wealth Management
Colorado
$40K +$180 +20 +0.5%
ASN
44
Advisory Services Network
Georgia
$24K +$24K +2,596 New
VRM
45
Vectors Research Management
New York
$19K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$18K – – –
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K – – –
NFG
48
Next Financial Group
Texas
$15K +$15K +1,700 New
CI
49
CX Institutional
Indiana
$14K – – –
RFA
50
Reilly Financial Advisors
California
$14K – – –
1
2
3