RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

62 hedge funds and large institutions have $36.8M invested in PIMCO Strategic Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
17
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
N
1
Natixis
France
$5.9M
2
SIA
2
Sit Investment Associates
Minnesota
$2.05M
3
EWM
3
Edge Wealth Management
New York
$1M
4
FSA
4
Financial Sense Advisors
California
$873K
5
LCM
5
Landscape Capital Management
New Jersey
$384K

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.1M
4
FIA
4
FNY Investment Advisers
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$288K +$11K +1,806 +4%
RJA
27
Raymond James & Associates
Florida
$194K +$26.9K +4,461 +16%
FSA
28
Fort Sheridan Advisors
Illinois
$193K – – –
ClearBridge Investments
29
ClearBridge Investments
New York
$138K – – –
SWP
30
Stratos Wealth Partners
Ohio
$121K – – –
SCP
31
Shorepoint Capital Partners
Massachusetts
$121K +$121K +20,000 New
MFG
32
Merit Financial Group
Georgia
$119K -$153K -25,237 -56%
KA
33
Kovack Advisors
Florida
$119K -$9.97K -1,646 -8%
Wells Fargo
34
Wells Fargo
California
$112K -$22.1K -3,676 -16%
CAMG
35
CWA Asset Management Group
Florida
$103K +$103K +17,000 New
Stifel Financial
36
Stifel Financial
Missouri
$92K -$4.29K -704 -4%
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$91K +$91K +15,000 New
AAS
38
Avantax Advisory Services
Texas
$78K +$78K +12,845 New
Creative Planning
39
Creative Planning
Kansas
$64K -$18.8K -3,082 -23%
SIAP
40
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$62K +$1.25K +208 +2%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$54K +$46K +7,577 +573%
OIA
42
Optimum Investment Advisors
Illinois
$48K – – –
HFA
43
HC Financial Advisors
California
$47K +$47K +7,750 New
ASN
44
Advisory Services Network
Georgia
$38K +$22.3K +3,680 +142%
GWM
45
Geneos Wealth Management
Colorado
$28K +$132 +21 +0.5%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$27K – – –
APA
47
American Portfolios Advisors
New York
$24.8K -$151K -25,080 -86%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$19K +$19K +3,082 New
DWM
49
Darwin Wealth Management
Florida
$18K +$18K +3,000 New
MWM
50
MBE Wealth Management
Wisconsin
$15K +$15K +2,500 New
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2
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