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RCS

PIMCO Strategic Income Fund

47 hedge funds and large institutions have $23.7M invested in PIMCO Strategic Income Fund in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 4647 (+1)

4% more capital invested

Capital invested by funds: $22.8M → $23.7M (+$888K)

0.02% more ownership

Funds ownership: 6.67%6.68% (+0.02%)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.5M +$4.79M +528,739 +104%
Invesco
2
Invesco
Georgia
$2.13M +$40.1K +4,426 +2%
FAAS
3
First Allied Advisory Services
California
$1.14M +$1.15M +126,379 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$885K +$521K +57,416 +139%
Morgan Stanley
5
Morgan Stanley
New York
$832K -$40.7K -4,489 -5%
GC
6
Guggenheim Capital
Illinois
$806K +$69.5K +7,662 +9%
Bank of America
7
Bank of America
North Carolina
$688K -$107K -11,787 -13%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$667K +$25.5K +2,811 +4%
LCM
9
Laurion Capital Management
New York
$629K +$637K +70,228 New
MFS
10
MSI Financial Services
Massachusetts
$557K +$545K +60,080 +2,765%
NPC
11
National Planning Corporation
California
$541K +$277K +30,528 +94%
UBS Group
12
UBS Group
Switzerland
$517K +$288K +31,810 +123%
AIG
13
American International Group
New York
$506K +$109K +12,021 +27%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$422K +$429K +47,263 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$402K -$56.4K -6,226 -12%
BKA
16
Brick & Kyle Associates
Pennsylvania
$373K -$41.7K -4,600 -10%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$361K -$11.4K -1,261 -3%
SWP
18
Stratos Wealth Partners
Ohio
$358K
VKH
19
Virtu KCG Holdings
New York
$266K +$77.1K +8,503 +40%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$252K +$997 +110 +0.4%
Wells Fargo
21
Wells Fargo
California
$188K +$44.1K +4,869 +30%
SPC
22
Sigma Planning Corp
Michigan
$178K +$180K +19,873 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$163K
Stifel Financial
24
Stifel Financial
Missouri
$140K +$1.16K +128 +0.8%
ICOA
25
Investment Centers of America
North Dakota
$132K +$24.8K +2,730 +23%

RCS Hedge Fund Activity: Q4 2015 in Review

47 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q4 2015, worth a combined $23.7M — up 3.9% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RCS positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.79M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $8.1M sold.

  • 47 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q4 2015, up from 46 in Q3 2015.
  • Funds reported $23.7M of PIMCO Strategic Income Fund stock for Q4 2015, up 3.9% quarter-over-quarter.
  • 11 funds opened new PIMCO Strategic Income Fund positions in Q4 2015 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Strategic Income Fund buyer in Q4 2015 was LPL Financial, an estimated $4.79M added.
  • The largest PIMCO Strategic Income Fund seller in Q4 2015 was Sit Investment Associates, an estimated $8.1M sold.

Based on aggregated 13F filings for Q4 2015.