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RCS

PIMCO Strategic Income Fund
RCS

71 hedge funds and large institutions have $57.8M invested in PIMCO Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

22% more funds holding

Funds holding: 58 → 71 (+13)

0% more capital invested

Capital invested by funds: $57.7M → $57.8M (+$197K)

0.29% more ownership

Funds ownership: 16.74% → 17.03% (+0.29%)

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
25
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.27M
2
KAS
Kestra Advisory Services
Texas
+$350K
3
VCWA
Vanguard Capital Wealth Advisors
Colorado
+$192K
4
MA
Mutual Advisors
Nebraska
+$182K
5
CWM
Centric Wealth Management
Illinois
+$134K

Top Sellers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
-$1.46M
2
MAM
Milestone Asset Management
Pennsylvania
-$970K
3
Citadel Advisors
Citadel Advisors
Florida
-$216K
4
NA
NewEdge Advisors
Louisiana
-$211K
5
Osaic Holdings
Osaic Holdings
Arizona
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$318K +$182K +23,724 +93%
Bank of America
27
Bank of America
North Carolina
$298K +$8 +1 +0%
JWCA
28
J.W. Cole Advisors
Florida
$230K +$2.57K +335 +1%
SPWM
29
Straight Path Wealth Management
Michigan
$227K +$15.4K +2,011 +7%
VCWA
30
Vanguard Capital Wealth Advisors
Colorado
$191K +$192K +25,000 New
FZCM
31
Flynn Zito Capital Management
New York
$180K +$3.73K +487 +2%
KA
32
Kovack Advisors
Florida
$179K +$2.03K +265 +1%
MML Investors Services
33
MML Investors Services
Massachusetts
$173K +$3.32K +433 +2%
N
34
Natixis
France
$158K – – –
ClearBridge Investments
35
ClearBridge Investments
New York
$136K – – –
CWM
36
Centric Wealth Management
Illinois
$133K +$134K +17,512 New
AAG
37
Armstrong Advisory Group
Massachusetts
$129K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$120K +$16K +2,086 +15%
MAG
39
MRA Advisory Group
New Jersey
$112K +$1.79K +234 +2%
PAG
40
Private Advisory Group
Washington
$109K – – –
FWM
41
FSA Wealth Management
Massachusetts
$107K – – –
PAG
42
Private Advisor Group
New Jersey
$104K +$230 +30 +0.2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$97.3K +$97.9K +12,767 New
Citadel Advisors
44
Citadel Advisors
Florida
$96.7K -$216K -28,204 -69%
ACI
45
Alpha Cubed Investments
California
$91.4K – – –
Creative Planning
46
Creative Planning
Kansas
$82.7K +$83.1K +10,847 New
HighTower Advisors
47
HighTower Advisors
Illinois
$81.6K +$82.1K +10,711 New
Stifel Financial
48
Stifel Financial
Missouri
$79.6K +$80K +10,442 New
BWMG
49
Barnes Wealth Management Group
California
$79.4K +$79.9K +10,425 New
KMWM
50
Keudell/Morrison Wealth Management
Oregon
$76.2K – – –
1
2
3

RCS Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q4 2024, worth a combined $57.8M — up 0.34% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RCS positions and 1 closed out — a net gain of 15 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.27M. The largest seller was IFP Advisors, cutting an estimated $1.46M.

  • 71 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $57.8M of PIMCO Strategic Income Fund stock for Q4 2024, up 0.34% quarter-over-quarter.
  • 16 funds opened new PIMCO Strategic Income Fund positions in Q4 2024 and 1 closed out, a net change of +15 holders.
  • The largest PIMCO Strategic Income Fund buyer in Q4 2024 was LPL Financial, an estimated $1.27M added.
  • The largest PIMCO Strategic Income Fund seller in Q4 2024 was IFP Advisors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2024.