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RCS

PIMCO Strategic Income Fund

44 hedge funds and large institutions have $19.7M invested in PIMCO Strategic Income Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

1.17% less ownership

Funds ownership: 5.71%4.54% (-1.2%)

4% less funds holding

Funds holding: 4644 (-2)

14% less capital invested

Capital invested by funds: $23M → $19.7M (-$3.22M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$2.56M +$630K +63,192 +34%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.52M +$9.39K +942 +0.4%
SI
3
SII Investments
Wisconsin
$2.02M +$459K +46,070 +30%
Morgan Stanley
4
Morgan Stanley
New York
$1.61M +$257K +25,792 +20%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.38M +$30.4K +3,050 +2%
UBS Group
6
UBS Group
Switzerland
$1.16M -$16.8K -1,686 -1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.09M +$24.3K +2,438 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$777K +$56K +5,619 +8%
KA
9
Kovack Advisors
Florida
$615K +$36.8K +3,692 +7%
Bank of America
10
Bank of America
North Carolina
$597K +$22.6K +2,270 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$557K +$189K +18,960 +53%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$533K +$356K +35,729 +215%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$496K
LPL Financial
14
LPL Financial
California
$477K -$6.41M -642,901 -93%
BKA
15
Brick & Kyle Associates
Pennsylvania
$415K
SWP
16
Stratos Wealth Partners
Ohio
$339K
NPC
17
National Planning Corporation
California
$242K +$16K +1,606 +7%
ClearBridge Investments
18
ClearBridge Investments
New York
$233K +$164K +16,429 +257%
CA
19
Cetera Advisors
Colorado
$230K +$227K +22,747 New
Ameriprise
20
Ameriprise
Minnesota
$225K +$18.2K +1,827 +9%
ICOA
21
Investment Centers of America
North Dakota
$213K -$2.97K -298 -1%
Stifel Financial
22
Stifel Financial
Missouri
$202K -$13.9K -1,394 -7%
Wells Fargo
23
Wells Fargo
California
$186K +$35K +3,507 +24%
Creative Planning
24
Creative Planning
Kansas
$139K -$18.1K -1,812 -12%
HWM
25
Holloway Wealth Management
Florida
$126K

RCS Hedge Fund Activity: Q2 2017 in Review

44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q2 2017, worth a combined $19.7M — down 14% from $23M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RCS and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 21 added.

The largest buyer was MML Investors Services, adding an estimated $630K. The largest seller was LPL Financial, cutting an estimated $6.41M.

  • 44 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q2 2017, down from 46 in Q1 2017.
  • Funds reported $19.7M of PIMCO Strategic Income Fund stock for Q2 2017, down 14% quarter-over-quarter.
  • 5 funds opened new PIMCO Strategic Income Fund positions in Q2 2017 and 6 closed out, a net change of -1 holder.
  • The largest PIMCO Strategic Income Fund buyer in Q2 2017 was MML Investors Services, an estimated $630K added.
  • The largest PIMCO Strategic Income Fund seller in Q2 2017 was LPL Financial, an estimated $6.41M sold.

Based on aggregated 13F filings for Q2 2017.