PIMCO Strategic Income Fund
RCS
58 hedge funds and large institutions have $57.7M invested in PIMCO Strategic Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
39% more capital invested
Capital invested by funds: $41.6M → $57.7M (+$16.1M)
5% more funds holding
Funds holding: 55 → 58 (+3)
1.8% more ownership
Funds ownership: 14.95% → 16.74% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$2.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.24M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$994K |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$852K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$421K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$195K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$142K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BF
51
BOK Financial
Tulsa,
Oklahoma
| $16.8K | – | – | – |
|
|
AF
52
Allworth Financial
Folsom,
California
| $10.3K | – | – | – |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7.69K | – | – | – |
|
54
Comerica Bank
Dallas,
Texas
| $3.85K | – | – | – |
|
|
FIA
55
FNY Investment Advisers
New York
| $3K | +$3.45K | +500 | New |
|
|
CAS
56
Coppell Advisory Solutions
Coppell,
Texas
| $2.29K | +$41 | +6 | +2% |
|
|
PA
57
PSI Advisors
Tampa,
Florida
| $184 | – | – | – |
|
58
Wells Fargo
San Francisco,
California
| $140 | -$24.5K | -3,559 | -99% |
|
|
IFG
59
Independent Financial Group
San Diego,
California
| – | -$195K | -31,412 | Closed |
|
60
HighTower Advisors
Chicago,
Illinois
| – | -$66K | -10,518 | Closed |
|
|
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$10.6K | -1,700 | Closed |
|
|
CP
62
Castleview Partners
Dallas,
Texas
| – | -$25 | -4 | Closed |
|
RCS Hedge Fund Activity: Q3 2024 in Review
58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q3 2024, worth a combined $57.7M — up 39% from $41.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RCS positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $2.66M. The largest seller was Cetera Investment Advisers, cutting an estimated $852K.
- 58 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q3 2024, up from 55 in Q2 2024.
- Funds reported $57.7M of PIMCO Strategic Income Fund stock for Q3 2024, up 39% quarter-over-quarter.
- 8 funds opened new PIMCO Strategic Income Fund positions in Q3 2024 and 4 closed out, a net change of +4 holders.
- The largest PIMCO Strategic Income Fund buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $2.66M added.
- The largest PIMCO Strategic Income Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $852K sold.
Based on aggregated 13F filings for Q3 2024.