RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

56 hedge funds and large institutions have $45.3M invested in PIMCO Strategic Income Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.84M
2
IA
2
IFP Advisors
Florida
$2.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$959K
4
KAS
4
Kestra Advisory Services
Texas
$2.81M
5
LPL Financial
5
LPL Financial
California
$4.69M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.69M
2
SIA
2
Sit Investment Associates
Minnesota
$4.81M
3
GC
3
Guggenheim Capital
Illinois
$540K
4
N
4
Natixis
France
$128K
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.84M 1,124,842 +496,127 +79%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.69M 935,595 -875,539 -48%
SIA
3
Sit Investment Associates
Minnesota
$4.81M 791,339 -639,075 -45%
LPL Financial
4
LPL Financial
California
$4.69M 771,707 +128,494 +20%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.36M 552,274 +44,526 +9%
KAS
6
Kestra Advisory Services
Texas
$2.81M 462,765 +147,504 +47%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.59M 425,837 -7,449 -2%
IA
8
IFP Advisors
Florida
$2.58M 424,769 +424,769 New
UBS Group
9
UBS Group
Switzerland
$1.24M 204,713 +93,748 +84%
NA
10
NewEdge Advisors
Louisiana
$1.08M 177,914 +11,392 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$959K 157,778 +157,778 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$953K 156,757 +8,437 +6%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$912K 150,000 – –
OL
14
Owen LaRue
Kentucky
$908K 149,314 +3,666 +3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$762K 125,259 +22,010 +21%
CAN
16
Cetera Advisor Networks
California
$743K 122,274 -10,896 -8%
GC
17
Guggenheim Capital
Illinois
$540K 88,889 -71,429 -45%
WWM
18
Wagner Wealth Management
South Carolina
$537K 88,361 +88,361 New
BIAS
19
Beacon Investment Advisory Services
New Jersey
$363K 59,718 +59,718 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$270K 44,462 +4,920 +12%
BW
21
Bison Wealth
Georgia
$253K 41,682 -633 -1%
AFG
22
Atomi Financial Group
New York
$218K 35,854 -1,341 -4%
FZCM
23
Flynn Zito Capital Management
New York
$177K 29,122 +870 +3%
KA
24
Kovack Advisors
Florida
$157K 25,835 -2,260 -8%
MML Investors Services
25
MML Investors Services
Massachusetts
$135K 22,214 +604 +3%
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