RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

58 hedge funds and large institutions have $57.7M invested in PIMCO Strategic Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$2.96M
2
LPL Financial
2
LPL Financial
California
$8.26M
3
IA
3
IFP Advisors
Florida
$3.93M
4
KAS
4
Kestra Advisory Services
Texas
$4.96M
5
BWP
5
Balboa Wealth Partners
Arizona
$1.22M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$545K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.19M
3
NA
3
NewEdge Advisors
Louisiana
$1.09M
4
UBS Group
4
UBS Group
Switzerland
$1.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.26M 1,073,828 +288,525 +37%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.23M 940,472 +10,591 +1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.19M 804,593 -60,979 -7%
KAS
4
Kestra Advisory Services
Texas
$4.96M 645,197 +144,179 +29%
IA
5
IFP Advisors
Florida
$3.93M 511,233 +179,621 +54%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.25M 422,852 -6,293 -1%
Morgan Stanley
7
Morgan Stanley
New York
$2.98M 386,972 +30,025 +8%
BEI
8
Benjamin Edwards Inc
Missouri
$2.96M 385,533 +385,533 New
MAM
9
Milestone Asset Management
Pennsylvania
$2M 260,398 +25,562 +11%
UBS Group
10
UBS Group
Switzerland
$1.77M 230,612 -15,910 -6%
OL
11
Owen LaRue
Kentucky
$1.51M 195,999 +53,020 +37%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.29M 167,994 +54 +0%
BWP
13
Balboa Wealth Partners
Arizona
$1.22M 158,896 +113,307 +249%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.16M 150,000 – –
NA
15
NewEdge Advisors
Louisiana
$1.09M 142,118 -20,596 -13%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$937K 121,806 -2,731 -2%
AFG
17
Atomi Financial Group
New York
$743K 96,664 -2,347 -2%
BAAM
18
Baker Avenue Asset Management
California
$681K 88,500 +88,500 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$545K 70,843 -123,574 -64%
AAS
20
Ameritas Advisory Services
Nebraska
$489K 63,623 +50 +0.1%
KFGK
21
Keystone Financial Group (Kentucky)
Kentucky
$411K 53,430 +53,430 New
BW
22
Bison Wealth
Georgia
$336K 43,683 +1,333 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$315K 40,898 +40,898 New
Bank of America
24
Bank of America
North Carolina
$301K 39,082 +5,776 +17%
JWCA
25
J.W. Cole Advisors
Florida
$230K 29,904 -597 -2%
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