Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Income Strategy Fd (PFL)

80 + Investors. Track Smart Money conviction in PFL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — PFL

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PFL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
80 funds currently hold this stock — 93% of the 3.0-year high of 86 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

46 buying34 selling
Last quarter: 46 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 16 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 24% new
39 out of 80 hedge funds have held PFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

10 → 7 → 16 → 15 → 13 new funds/Q
New funds entering each quarter: 7 → 16 → 15 → 13. A growing number of institutions are discovering PFL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 80 holders: 49 (61%) are 2+ year veterans, 11 entered 1–2 years ago, and 20 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
17 of 80 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in PFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PFL

In 2026 Q2, 46 hedge funds were net buyers of PFL (13 opened a new position, 33 added to an existing one), while 34 reduced or exited (15 trimmed, 19 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 42% of total institutional value in PFL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 80.

Hedge Fund Ownership: PFL

How many hedge funds hold PFL — quarterly history vs. share price
Quarterly hedge fund ownership of PFL vs. share price

Market Analysis: PFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PFL
80 + Investors

Track Smart Money conviction in PFL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 80 86 -6.98%
13F Shares 8M 8M -1.72%
Total Value $61M $63M -2.08%
New Positions 13 15 -2
Increased Positions 33 32 +1
Closed Positions 19 5 +14
Reduced Positions 15 18 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFL

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Institutional Holders (2026 Q2)

80 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PFL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.70% 335,388 $2.6M
2 Shaker Financial Services, LLC 0.74% 295,080 $2.3M
3 Noble Wealth Management PBC 0.13% 38,262 $302K
4 Elm3 Financial Group, LLC 0.12% 22,527 $178K
5 Fortitude Advisory Group L.L.C. 0.08% 26,745 $211K
6 Centaurus Financial, INC. 0.08% 257,011 $2.0M
7 Independent Financial Group, LLC 0.08% 524,739 $4.1M
8 Armor Investment Advisors, LLC 0.05% 18,524 $146K
9 Element Wealth, LLC 0.05% 15,859 $125K
10 Guggenheim Capital LLC 0.04% 880,069 $6.9M
11 Cypress Capital Group 0.04% 58,213 $459K
12 Sprinkle Financial Consultants LLC 0.03% 10,000 $79K
13 Ameriflex Group, INC. 0.03% 8,939 $70K
14 Centennial Bank/AR/ 0.03% 10,000 $79K
15 Silver Oak Securities, Incorporated 0.02% 41,333 $326K
16 Alpine Global Management, LLC 0.02% 11,975 $94K
17 Bensler, LLC 0.01% 17,530 $138K
18 StoneX Group Inc. 0.01% 36,389 $289K
19 Shufro Rose & Co LLC 0.01% 24,100 $190K
20 Geneos Wealth Management Inc. 0.01% 65,719 $518K
21 Horizon Kinetics Asset Management LLC 0.01% 93,252 $735K
22 Pinnacle Financial Partners, Inc. 0.01% 140,301 $1.1M
23 J.W. Cole Advisors, INC. 0.01% 54,677 $431K
24 PFG Investments, LLC 0.01% 23,500 $185K
25 Highline Wealth Partners LLC 0.01% 4,370 $34K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco Income Strategy Fd (PFL)

What does the Smart Money Trend signal show for PFL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFL?

Slight buying edge — 57% buying: Last quarter: 46 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFL holders?

Elite ownership — 42% AUM from top-100 funds: 17 of 80 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in PFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFL?

49% of holders stayed for 2+ years: 39 out of 80 hedge funds have held PFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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