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RCS

PIMCO Strategic Income Fund

71 hedge funds and large institutions have $57.8M invested in PIMCO Strategic Income Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

22% more funds holding

Funds holding: 5871 (+13)

0% more capital invested

Capital invested by funds: $57.7M → $57.8M (+$197K)

0.29% more ownership

Funds ownership: 16.74%17.03% (+0.29%)

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
25
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.45M +$1.27M +166,096 +15%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.96M -$210K -27,428 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.22M +$95K +12,392 +2%
KAS
4
Kestra Advisory Services
Texas
$5.26M +$350K +45,720 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.12M -$101K -13,124 -3%
Morgan Stanley
6
Morgan Stanley
New York
$3.04M +$91.8K +11,982 +3%
BEI
7
Benjamin Edwards Inc
Missouri
$2.98M +$38.7K +5,053 +1%
IA
8
IFP Advisors
Florida
$2.44M -$1.46M -190,663 -37%
UBS Group
9
UBS Group
Switzerland
$1.59M -$165K -21,524 -9%
OL
10
Owen LaRue
Kentucky
$1.54M +$50.8K +6,631 +3%
BWP
11
Balboa Wealth Partners
Arizona
$1.27M +$56.2K +7,330 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.25M -$30.7K -4,003 -2%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.14M
MAM
14
Milestone Asset Management
Pennsylvania
$1.02M -$970K -126,539 -49%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$937K +$8.88K +1,158 +1%
NA
16
NewEdge Advisors
Louisiana
$874K -$211K -27,480 -19%
MWA
17
Medallion Wealth Advisors
Connecticut
$852K +$961K +125,353 New
AFG
18
Atomi Financial Group
New York
$747K +$10.9K +1,418 +1%
BAAM
19
Baker Avenue Asset Management
California
$607K -$68K -8,870 -10%
BCG
20
Bravias Capital Group
New Jersey
$536K +$636K +82,992 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$448K -$92.2K -12,023 -17%
Raymond James Financial
22
Raymond James Financial
Florida
$442K +$444K +57,964 New
AAS
23
Ameritas Advisory Services
Nebraska
$420K -$64.8K -8,456 -13%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$407K
BW
25
Bison Wealth
Georgia
$337K +$4.34K +566 +1%

RCS Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Strategic Income Fund (RCS) for Q4 2024, worth a combined $57.8M — up 0.34% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RCS positions and 1 closed out — a net gain of 15 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.27M. The largest seller was IFP Advisors, cutting an estimated $1.46M.

  • 71 institutional investors held PIMCO Strategic Income Fund (RCS) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $57.8M of PIMCO Strategic Income Fund stock for Q4 2024, up 0.34% quarter-over-quarter.
  • 16 funds opened new PIMCO Strategic Income Fund positions in Q4 2024 and 1 closed out, a net change of +15 holders.
  • The largest PIMCO Strategic Income Fund buyer in Q4 2024 was LPL Financial, an estimated $1.27M added.
  • The largest PIMCO Strategic Income Fund seller in Q4 2024 was IFP Advisors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2024.