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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
CA
51
Continuum Advisory
Idaho
$62.1K – – –
HI
52
Harbour Investments
Wisconsin
$48K +$345 +45 +0.7%
MSG
53
Main Street Group
Virginia
$47.2K -$4.64K -605 -9%
CA
54
CoreCap Advisors
Michigan
$39.4K – – –
CWC
55
Carolinas Wealth Consulting
North Carolina
$39.2K +$812 +106 +2%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$33.9K – – –
PS
57
Principal Securities
Iowa
$16.4K -$8.4K -1,096 -34%
EC
58
Elequin Capital
New York
$16.1K +$16.2K +2,111 New
BF
59
BOK Financial
Oklahoma
$13.4K – – –
AF
60
Allworth Financial
California
$8.6K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$7.62K – – –
AG
62
AmeriFlex Group
Nevada
$6.34K +$7.53K +982 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.61K +732 New
Comerica Bank
64
Comerica Bank
Texas
$3.81K – – –
Wells Fargo
65
Wells Fargo
California
$3.63K +$3.51K +458 +2,544%
FIA
66
FNY Investment Advisers
New York
$3K – – –
CAS
67
Coppell Advisory Solutions
Texas
$2.2K +$46 +6 +2%
PWA
68
Physician Wealth Advisors
Utah
$1.58K +$1.59K +208 New
MCM
69
MAI Capital Management
Ohio
$1.35K +$1.36K +177 New
RDIA
70
RE Dickinson Investment Advisors
Iowa
$1K +$115 +15 New
PA
71
PSI Advisors
Florida
$187 +$8 +1 +4%
WWM
72
WT Wealth Management
Arizona
– -$75.3K -10,122 Closed
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.