RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

54 hedge funds and large institutions have $41.4M invested in PIMCO Strategic Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$1.46M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$2.36M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.77M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.21M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.38M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.22M
2
IA
2
IFP Advisors
Florida
$2.06M
3
WWM
3
Wagner Wealth Management
South Carolina
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$156K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.77M 929,881 +62,013 +7%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.38M 865,572 +49,004 +6%
LPL Financial
3
LPL Financial
California
$4.88M 785,303 +39,430 +5%
KAS
4
Kestra Advisory Services
Texas
$3.11M 501,018 +2,332 +0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.67M 429,145 -1,740 -0.4%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$2.36M 380,285 +104,932 +38%
Morgan Stanley
7
Morgan Stanley
New York
$2.22M 356,947 -195,947 -35%
IA
8
IFP Advisors
Florida
$2.06M 331,612 -129,967 -28%
UBS Group
9
UBS Group
Switzerland
$1.53M 246,522 +3,516 +1%
MAM
10
Milestone Asset Management
Pennsylvania
$1.46M 234,836 +148,122 +171%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.21M 194,417 +50,837 +35%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.04M 167,940 +6,275 +4%
NA
13
NewEdge Advisors
Louisiana
$1.01M 162,714 -4,500 -3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$932K 150,000 – –
OL
15
Owen LaRue
Kentucky
$888K 142,979 +1,694 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$773K 124,537 -676 -0.5%
AFG
17
Atomi Financial Group
New York
$615K 99,011 +14,475 +17%
AAS
18
Ameritas Advisory Services
Nebraska
$395K 63,573 +36 +0.1%
BWP
19
Balboa Wealth Partners
Arizona
$283K 45,589 +45,589 New
BW
20
Bison Wealth
Georgia
$258K 42,350 – –
Bank of America
21
Bank of America
North Carolina
$207K 33,306 +1,274 +4%
JWCA
22
J.W. Cole Advisors
Florida
$189K 30,501 +30,501 New
FZCM
23
Flynn Zito Capital Management
New York
$177K 28,527 +764 +3%
SPWM
24
Straight Path Wealth Management
Michigan
$170K 27,436 +4,014 +17%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$156K 25,093 -21,486 -46%
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