RCS

PIMCO Strategic Income Fund
RCS

Overview Fund Activity

70 hedge funds and large institutions have $57M invested in PIMCO Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.45M
2
BCG
2
Bravias Capital Group
New Jersey
$536K
3
Raymond James Financial
3
Raymond James Financial
Florida
$442K
4
KAS
4
Kestra Advisory Services
Texas
$5.26M
5
VCWA
5
Vanguard Capital Wealth Advisors
Colorado
$191K

Top Sellers

1
IA
1
IFP Advisors
Florida
$2.44M
2
MAM
2
Milestone Asset Management
Pennsylvania
$1.02M
3
Citadel Advisors
3
Citadel Advisors
Florida
$96.7K
4
NA
4
NewEdge Advisors
Louisiana
$874K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.96M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.45M 1,239,924 +166,096 +15%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.96M 913,044 -27,428 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.23M 816,985 +12,392 +2%
KAS
4
Kestra Advisory Services
Texas
$5.26M 690,917 +45,720 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.12M 409,728 -13,124 -3%
Morgan Stanley
6
Morgan Stanley
New York
$3.04M 398,954 +11,982 +3%
BEI
7
Benjamin Edwards Inc
Missouri
$2.98M 390,586 +5,053 +1%
IA
8
IFP Advisors
Florida
$2.44M 320,570 -190,663 -37%
UBS Group
9
UBS Group
Switzerland
$1.59M 209,088 -21,524 -9%
OL
10
Owen LaRue
Kentucky
$1.54M 202,630 +6,631 +3%
BWP
11
Balboa Wealth Partners
Arizona
$1.27M 166,226 +7,330 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.25M 163,991 -4,003 -2%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.14M 150,000 – –
MAM
14
Milestone Asset Management
Pennsylvania
$1.02M 133,859 -126,539 -49%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$937K 122,964 +1,158 +1%
NA
16
NewEdge Advisors
Louisiana
$874K 114,638 -27,480 -19%
AFG
17
Atomi Financial Group
New York
$747K 98,082 +1,418 +1%
BAAM
18
Baker Avenue Asset Management
California
$607K 79,630 -8,870 -10%
BCG
19
Bravias Capital Group
New Jersey
$536K 82,992 +82,992 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$448K 58,820 -12,023 -17%
Raymond James Financial
21
Raymond James Financial
Florida
$442K 57,964 +57,964 New
AAS
22
Ameritas Advisory Services
Nebraska
$420K 55,167 -8,456 -13%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$407K 53,430 – –
BW
24
Bison Wealth
Georgia
$337K 44,249 +566 +1%
MA
25
Mutual Advisors
Nebraska
$318K 49,157 +23,724 +93%
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