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RCS

PIMCO Strategic Income Fund

45 hedge funds and large institutions have $23.7M invested in PIMCO Strategic Income Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

11% more capital invested

Capital invested by funds: $21.4M → $23.7M (+$2.29M)

7% more funds holding

Funds holding: 4245 (+3)

0.37% more ownership

Funds ownership: 5.24%5.61% (+0.37%)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.74M +$355K +35,124 +6%
MFS
2
MSI Financial Services
Massachusetts
$1.99M +$214K +21,209 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.97M +$299K +29,560 +18%
Invesco
4
Invesco
Georgia
$1.91M -$72.6K -7,187 -4%
Morgan Stanley
5
Morgan Stanley
New York
$1.41M +$212K +20,937 +18%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.15M +$54.4K +5,387 +5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$876K +$24.2K +2,397 +3%
UBS Group
8
UBS Group
Switzerland
$654K +$152K +15,028 +30%
Bank of America
9
Bank of America
North Carolina
$638K +$56.4K +5,583 +10%
SI
10
SII Investments
Wisconsin
$608K +$502K +49,721 +471%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$533K -$9.77K -967 -2%
GC
12
Guggenheim Capital
Illinois
$526K -$166K -16,449 -24%
BKA
13
Brick & Kyle Associates
Pennsylvania
$419K
RJA
14
Raymond James & Associates
Florida
$398K +$400K +39,559 New
NPC
15
National Planning Corporation
California
$381K +$102K +10,058 +32%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$361K +$1.2K +119 +0.3%
SWP
17
Stratos Wealth Partners
Ohio
$302K +$303K +30,000 New
Ameriprise
18
Ameriprise
Minnesota
$262K +$16.8K +1,659 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$261K -$14.5K -1,436 -5%
KA
20
Kovack Advisors
Florida
$228K +$41.4K +4,098 +22%
IA
21
IFP Advisors
Florida
$184K +$18.2K +1,805 +11%
PAG
22
Private Advisor Group
New Jersey
$182K -$1.59K -157 -0.9%
Stifel Financial
23
Stifel Financial
Missouri
$179K -$72.1K -7,139 -29%
Wells Fargo
24
Wells Fargo
California
$163K -$253 -25 -0.2%
CAN
25
Cetera Advisor Networks
California
$153K +$42K +4,152 +37%

RCS Hedge Fund Activity: Q3 2016 in Review

45 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q3 2016, worth a combined $23.7M — up 11% from $21.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RCS positions and 3 closed out — a net gain of 3 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was SII Investments, adding an estimated $502K. The largest seller was Advisor Group, cutting an estimated $1.01M.

  • 45 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q3 2016, up from 42 in Q2 2016.
  • Funds reported $23.7M of PIMCO Strategic Income Fund stock for Q3 2016, up 11% quarter-over-quarter.
  • 6 funds opened new PIMCO Strategic Income Fund positions in Q3 2016 and 3 closed out, a net change of +3 holders.
  • The largest PIMCO Strategic Income Fund buyer in Q3 2016 was SII Investments, an estimated $502K added.
  • The largest PIMCO Strategic Income Fund seller in Q3 2016 was Advisor Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2016.