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RCS

PIMCO Strategic Income Fund

46 hedge funds and large institutions have $22.8M invested in PIMCO Strategic Income Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

26% more capital invested

Capital invested by funds: $18.2M → $22.8M (+$4.63M)

1.6% more ownership

Funds ownership: 5.07%6.67% (+1.6%)

2% less funds holding

Funds holding: 4746 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$8.1M +$6.33M +760,312 +404%
LPL Financial
2
LPL Financial
California
$4.46M +$1.16M +139,000 +38%
Invesco
3
Invesco
Georgia
$1.99M +$75.9K +9,108 +4%
Morgan Stanley
4
Morgan Stanley
New York
$831K +$6.82K +819 +0.8%
Bank of America
5
Bank of America
North Carolina
$757K -$23K -2,761 -3%
GC
6
Guggenheim Capital
Illinois
$704K +$472K +56,670 +220%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$612K -$157K -18,896 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$436K +$16.6K +1,998 +4%
BKA
9
Brick & Kyle Associates
Pennsylvania
$396K
AIG
10
American International Group
New York
$380K +$259K +31,090 +232%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$362K +$5.73K +688 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$354K +$62.2K +7,461 +22%
SWP
13
Stratos Wealth Partners
Ohio
$342K +$196K +23,556 +143%
NPC
14
National Planning Corporation
California
$301K -$37.7K -4,528 -12%
EWM
15
Edge Wealth Management
New York
$292K -$245K -29,405 -46%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$239K +$25.2K +3,021 +12%
UBS Group
17
UBS Group
Switzerland
$222K +$3.86K +463 +2%
BRWA
18
B. Riley Wealth Advisors
Florida
$220K +$19.8K +2,374 +10%
VKH
19
Virtu KCG Holdings
New York
$182K +$29.1K +3,494 +20%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$157K
Wells Fargo
21
Wells Fargo
California
$138K -$9.16K -1,100 -6%
Stifel Financial
22
Stifel Financial
Missouri
$132K +$13.8K +1,661 +12%
Creative Planning
23
Creative Planning
Kansas
$120K -$11.5K -1,384 -9%
Ameriprise
24
Ameriprise
Minnesota
$105K -$8.45K -1,014 -8%
ICOA
25
Investment Centers of America
North Dakota
$104K -$3.83K -460 -4%

RCS Hedge Fund Activity: Q3 2015 in Review

46 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q3 2015, worth a combined $22.8M — up 26% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RCS and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.

The largest buyer was Sit Investment Associates, adding an estimated $6.33M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $2.79M sold.

  • 46 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q3 2015, down from 47 in Q2 2015.
  • Funds reported $22.8M of PIMCO Strategic Income Fund stock for Q3 2015, up 26% quarter-over-quarter.
  • 5 funds opened new PIMCO Strategic Income Fund positions in Q3 2015 and 6 closed out, a net change of -1 holder.
  • The largest PIMCO Strategic Income Fund buyer in Q3 2015 was Sit Investment Associates, an estimated $6.33M added.
  • The largest PIMCO Strategic Income Fund seller in Q3 2015 was Mariner Investment Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2015.