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RCS

PIMCO Strategic Income Fund

39 hedge funds and large institutions have $16.8M invested in PIMCO Strategic Income Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $15.1M → $16.8M (+$1.74M)

0.27% more ownership

Funds ownership: 3.79%4.06% (+0.27%)

11% less funds holding

Funds holding: 4439 (-5)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.6M +$3.63M +353,152 New
Bank of America
2
Bank of America
North Carolina
$1.88M +$215K +20,907 +13%
LPL Financial
3
LPL Financial
California
$1.71M -$498K -48,427 -22%
Invesco
4
Invesco
Georgia
$1.66M +$282K +27,430 +20%
NPC
5
National Planning Corporation
California
$1.22M -$108K -10,487 -8%
Morgan Stanley
6
Morgan Stanley
New York
$1.03M +$36K +3,508 +4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$938K +$1.41K +137 +0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$511K -$4.15K -404 -0.8%
U
9
UBS
Switzerland
$430K -$44.8K -4,358 -9%
GC
10
Guggenheim Capital
Illinois
$404K +$153K +14,880 +60%
WA
11
WFG Advisors
Texas
$311K -$33.2K -3,228 -10%
Wells Fargo
12
Wells Fargo
California
$285K -$108K -10,487 -27%
NAM
13
NTV Asset Management
West Virginia
$251K -$4.79K -466 -2%
BRWA
14
B. Riley Wealth Advisors
Florida
$227K +$18.7K +1,820 +9%
MBT
15
Monroe Bank & Trust
Michigan
$204K +$205K +20,000 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$179K +$30.8K +3,001 +21%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$178K -$45.7K -4,452 -20%
Creative Planning
18
Creative Planning
Kansas
$178K -$19K -1,849 -10%
VKH
19
Virtu KCG Holdings
New York
$171K -$79.8K -7,765 -32%
Ameriprise
20
Ameriprise
Minnesota
$162K -$52.1K -5,072 -24%
ICOA
21
Investment Centers of America
North Dakota
$130K +$126K +12,263 New
SI
22
SII Investments
Wisconsin
$126K +$5.45K +530 +4%
Stifel Financial
23
Stifel Financial
Missouri
$125K +$126K +12,311 New
KFS
24
KMS Financial Services
Washington
$121K +$637 +62 +0.5%
1SB
25
1ST Source Bank
Indiana
$120K -$10.3K -1,000 -8%

RCS Hedge Fund Activity: Q1 2014 in Review

39 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q1 2014, worth a combined $16.8M — up 12% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RCS and 5 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.63M. The largest seller was Paloma Partners, exiting entirely with an estimated $1.3M sold.

  • 39 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q1 2014, down from 44 in Q4 2013.
  • Funds reported $16.8M of PIMCO Strategic Income Fund stock for Q1 2014, up 12% quarter-over-quarter.
  • 5 funds opened new PIMCO Strategic Income Fund positions in Q1 2014 and 10 closed out, a net change of -5 holders.
  • The largest PIMCO Strategic Income Fund buyer in Q1 2014 was Sit Investment Associates, an estimated $3.63M added.
  • The largest PIMCO Strategic Income Fund seller in Q1 2014 was Paloma Partners, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2014.