Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco High Income Fd (PHK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — PHK

Based on 135 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PHK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
135 hedge funds hold PHK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

62 buying50 selling
Last quarter: 62 funds bought or added vs 50 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 20 → 21 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 21% medium 23% new
76 out of 135 hedge funds have held PHK 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

18 → 15 → 20 → 21 → 22 new funds/Q
New funds entering each quarter: 15 → 20 → 21 → 22. A growing number of institutions are discovering PHK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

61% veterans 13% 1-2yr 26% new
Entry-cohort mix of 135 holders: 83 (61%) are 2+ year veterans, 17 entered 1–2 years ago, and 35 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
17 of 135 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in PHK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — PHK

In 2026 Q2, 62 hedge funds were net buyers of PHK (22 opened a new position, 40 added to an existing one), while 50 reduced or exited (32 trimmed, 18 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in PHK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 135.

Hedge Fund Ownership: PHK

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

Market Analysis: PHK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHK

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: PHK
135 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 135 131 3.05%
13F Shares 22M 22M 4.14%
Total Value $94M $90M 5.05%
New Positions 22 21 +1
Increased Positions 40 37 +3
Closed Positions 18 15 +3
Reduced Positions 32 30 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHK

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Institutional Holders (2026 Q2)

135 + investors

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

QUARTER:
Top 25 PHK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.74% 580,836 $2.7M
2 Elm3 Financial Group, LLC 0.84% 264,575 $1.2M
3 Whipplewood Advisors, LLC 0.63% 202,151 $942K
4 Future Financial Wealth Managment LLC 0.33% 113,392 $525K
5 Shaker Financial Services, LLC 0.30% 200,104 $945K
6 Legend Capital Advisors LLC 0.30% 116,357 $542K
7 Integrated Capital Management, INC. 0.26% 81,300 $379K
8 Rayburn West Financial Services LLC 0.25% 99,100 $462K
9 Creekside Partners 0.24% 142,025 $662K
10 Rivernorth Capital Management, LLC 0.16% 736,603 $3.4M
11 Noble Wealth Management PBC 0.16% 75,443 $352K
12 Marks Group Wealth Management, Inc 0.11% 261,440 $1.2M
13 Carl P. Sherr & Co., LLC 0.07% 36,800 $171K
14 International Private Wealth Advisors LLC 0.07% 29,090 $136K
15 Valley Financial Group, Inc. 0.05% 23,723 $111K
16 Iams Wealth Management, LLC 0.04% 30,000 $140K
17 Strategic Financial Partners, Ltd. 0.04% 19,912 $93K
18 Guggenheim Capital LLC 0.03% 1,139,957 $5.3M
19 Steinberganna Wealth Management 0.03% 16,453 $77K
20 Two Sigma Securities, LLC 0.03% 71,357 $333K
21 RFG Advisory, LLC 0.03% 390,856 $1.8M
22 Principal Securities, INC. 0.02% 405,481 $1.9M
23 Tempus Wealth Planning, LLC 0.02% 22,730 $106K
24 Highland Investment Advisors LLC 0.02% 10,085 $47K
25 New England Private Wealth Advisors LLC 0.02% 44,347 $205K
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 High Income Fd (PHK)

What does the Smart Money Trend signal show for PHK?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PHK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PHK?

Slight buying edge — 55% buying: Last quarter: 62 funds bought or added vs 50 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 PHK holders?

Elite ownership — 46% AUM from top-100 funds: 17 of 135 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in PHK. 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 PHK?

56% of holders stayed for 2+ years: 76 out of 135 hedge funds have held PHK 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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