Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Income Strategy Fd II (PFN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — PFN

Based on 122 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PFN 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
122 hedge funds hold PFN 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 — +9% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

56 buying46 selling
Last quarter: 56 funds bought or added vs 46 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 18 → 20 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 21% new
65 out of 122 hedge funds have held PFN 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

9 → 15 → 18 → 20 → 17 new funds/Q
New funds entering each quarter: 15 → 18 → 20 → 17. A growing number of institutions are discovering PFN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Entry-cohort mix of 122 holders: 77 (63%) are 2+ year veterans, 15 entered 1–2 years ago, and 30 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
15 of 122 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in PFN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — PFN

In 2026 Q1, 56 hedge funds were net buyers of PFN (17 opened a new position, 39 added to an existing one), while 46 reduced or exited (33 trimmed, 13 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 44% of total institutional value in PFN 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: 122.

Hedge Fund Ownership: PFN

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

Market Analysis: PFN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFN

-- --

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

Is It Too Late to Buy Pimco Income Strategy Fd II (PFN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PFN
-0.4%
XLF
+1220.3%

PFN outperformed XLF by -1220.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PFN
-0.4%
XLF
+4.8%

Since the filing became public, PFN outperformed XLF by -5.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PFN
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 118 3.39%
13F Shares 14M 16M -12.56%
Total Value $89M $121M -26.14%
New Positions 17 20 -3
Increased Positions 39 37 +2
Closed Positions 13 21 -8
Reduced Positions 33 28 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFN

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Short % of Float --

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Institutional Holders (2026 Q1)

122 + investors

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

QUARTER:
Top 25 PFN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.91% 375,630 $2.6M
2 Whipplewood Advisors, LLC 0.49% 136,256 $939K
3 Mallini Complete Financial Planning LLC 0.30% 55,073 $379K
4 Rivernorth Capital Management, LLC 0.29% 838,080 $5.8M
5 Noble Wealth Management PBC 0.24% 69,267 $477K
6 Logan Stone Capital, LLC 0.22% 116,449 $802K
7 Elm3 Financial Group, LLC 0.22% 37,696 $260K
8 Verity Asset Management, Inc. 0.16% 56,004 $386K
9 WJ Financial Advisors LLC 0.16% 28,881 $199K
10 Keudell/Morrison Wealth Management 0.15% 108,906 $750K
11 Burford Brothers, Inc. 0.12% 40,760 $281K
12 Private Trust Co NA 0.11% 173,756 $1.2M
13 Morey & Quinn Wealth Partners, LLC 0.09% 17,700 $122K
14 Walled Lake Planning & Wealth Management, LLC 0.08% 41,300 $285K
15 Guggenheim Capital LLC 0.08% 1,493,412 $10.3M
16 Rs Crum INC. 0.07% 55,750 $384K
17 TrueMark Investments, LLC 0.06% 48,268 $333K
18 Element Wealth, LLC 0.06% 21,251 $146K
19 CoreCap Advisors, LLC 0.06% 246,620 $1.7M
20 Willner & Heller, LLC 0.06% 11,011 $76K
21 Gridiron Partners, LLC 0.05% 10,778 $74K
22 Addison Capital Co 0.04% 36,214 $250K
23 Cypress Capital Group 0.04% 47,157 $325K
24 Simplicity Wealth,LLC 0.03% 80,427 $554K
25 Moors & Cabot, Inc. 0.03% 105,732 $728K
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 II (PFN)

What does the Smart Money Trend signal show for PFN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PFN 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 PFN?

Slight buying edge — 55% buying: Last quarter: 56 funds bought or added vs 46 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 PFN holders?

Elite ownership — 44% AUM from top-100 funds: 15 of 122 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in PFN. 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 PFN?

53% of holders stayed for 2+ years: 65 out of 122 hedge funds have held PFN 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.

Is it too late to buy Pimco Income Strategy Fd II (PFN) following the 2026 Q1 hedge fund 13F filings?

As of today, PFN has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -5.2%. Since the quarter end (March 31, 2026), PFN has gained -0.4% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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