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RCS

PIMCO Strategic Income Fund

42 hedge funds and large institutions have $21.4M invested in PIMCO Strategic Income Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

1.35% less ownership

Funds ownership: 6.59%5.24% (-1.4%)

2% less funds holding

Funds holding: 4342 (-1)

10% less capital invested

Capital invested by funds: $23.8M → $21.4M (-$2.47M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.3M -$5.41M -574,560 -47%
Invesco
2
Invesco
Georgia
$1.89M +$124K +13,172 +7%
MFS
3
MSI Financial Services
Massachusetts
$1.7M +$429K +45,543 +35%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.6M +$231K +24,550 +17%
Morgan Stanley
5
Morgan Stanley
New York
$1.15M +$48.1K +5,109 +4%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.05M +$852K +90,485 +494%
AG
7
Advisor Group
Arizona
$1.04M +$1.02M +108,464 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$815K +$37.9K +4,029 +5%
GC
9
Guggenheim Capital
Illinois
$661K -$79.1K -8,410 -11%
Bank of America
10
Bank of America
North Carolina
$556K -$114K -12,132 -17%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$519K +$63.1K +6,710 +14%
UBS Group
12
UBS Group
Switzerland
$481K +$11.2K +1,187 +2%
BKA
13
Brick & Kyle Associates
Pennsylvania
$401K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$345K -$44K -4,680 -12%
NPC
15
National Planning Corporation
California
$318K -$2.5K -266 -0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$264K +$489 +52 +0.2%
Stifel Financial
17
Stifel Financial
Missouri
$241K -$4.15K -441 -2%
Ameriprise
18
Ameriprise
Minnesota
$235K +$9.71K +1,032 +4%
PAG
19
Private Advisor Group
New Jersey
$181K +$171K +18,211 New
KA
20
Kovack Advisors
Florida
$178K +$21K +2,236 +14%
IA
21
IFP Advisors
Florida
$158K +$155K +16,485 New
Wells Fargo
22
Wells Fargo
California
$157K -$25.1K -2,668 -14%
ICOA
23
Investment Centers of America
North Dakota
$127K -$48.1K -5,116 -28%
Creative Planning
24
Creative Planning
Kansas
$116K -$31.8K -3,384 -22%
1SB
25
1ST Source Bank
Indiana
$113K

RCS Hedge Fund Activity: Q2 2016 in Review

42 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q2 2016, worth a combined $21.4M — down 10% from $23.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RCS and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 15 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $852K. The largest seller was LPL Financial, cutting an estimated $5.41M.

  • 42 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q2 2016, down from 43 in Q1 2016.
  • Funds reported $21.4M of PIMCO Strategic Income Fund stock for Q2 2016, down 10% quarter-over-quarter.
  • 4 funds opened new PIMCO Strategic Income Fund positions in Q2 2016 and 5 closed out, a net change of -1 holder.
  • The largest PIMCO Strategic Income Fund buyer in Q2 2016 was Ladenburg Thalmann Financial Services, an estimated $852K added.
  • The largest PIMCO Strategic Income Fund seller in Q2 2016 was LPL Financial, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2016.