Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO HIGH INCOME FD (PHK)

119 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — PHK

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (98% of max)

98% of all-time peak
119 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PHK is almost the same as a year ago (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

57 buying40 selling
Last quarter: 57 funds bought or added vs 40 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: 10 → 17 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 21% medium 22% new
68 out of 119 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

22 → 10 → 17 → 13 → 17 new funds/Q
New funds entering each quarter: 10 → 17 → 13 → 17. A growing number of institutions are discovering PHK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

59% veterans 14% 1-2yr 27% new
Of 119 current holders: 70 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
11 of 119 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PHK
2026 Q1 Stats Unlock in 17 days 119 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 119 116 2.59%
13F Shares 21M 20M 4.18%
Total Value $103M $102M 1.57%
New Positions 17 13 +4
Increased Positions 40 39 +1
Closed Positions 14 16 -2
Reduced Positions 26 24 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHK

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

119 + investors

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

Top 25 institutional holders of PHK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.68% 504,811 $2.3M
2 Elm3 Financial Group, LLC 1.01% 259,069 $1.2M
3 Whipplewood Advisors, LLC 0.49% 205,862 $953K
4 Future Financial Wealth Managment LLC 0.39% 127,753 $598K
5 Creekside Partners 0.25% 131,085 $607K
6 Noble Wealth Management PBC 0.20% 87,449 $405K
7 International Private Wealth Advisors LLC 0.08% 28,255 $131K
8 IAMS WEALTH MANAGEMENT, LLC 0.05% 30,000 $139K
9 LAUREL OAK WEALTH MANAGEMENT, LLC 0.04% 55,436 $257K
10 STEINBERGANNA WEALTH MANAGEMENT 0.04% 17,451 $81K
11 Indivisible Partners 0.03% 82,967 $384K
12 Strategic Financial Partners, Ltd. 0.03% 14,265 $66K
13 Tempus Wealth Planning, LLC 0.02% 22,730 $105K
14 PFG Investments, LLC 0.02% 78,851 $365K
15 Wagner Wealth Management, LLC 0.02% 16,309 $76K
16 Apollon Wealth Management, LLC 0.01% 173,291 $802K
17 PARK AVENUE SECURITIES LLC 0.01% 353,156 $2K
18 180 WEALTH ADVISORS, LLC 0.01% 21,550 $100K
19 E&G Advisors, LP 0.01% 10,800 $50K
20 Shulman DeMeo Asset Management LLC 0.01% 10,807 $50K
21 Madison Wealth Partners, Inc 0.01% 13,950 $65K
22 KPP Advisory Services LLC 0.01% 13,160 $61K
23 Smallwood Wealth Investment Management, LLC 0.01% 2,844 $13K
24 Kestra Advisory Services, LLC 0.01% 307,536 $1.4M
25 FNY Investment Advisers, LLC 0.01% 2,600
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 59% buying: Last quarter: 57 funds bought or added vs 40 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?

Strong quality — 36% AUM from major funds: 11 of 119 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PHK?

57% of holders stayed for 2+ years: 68 out of 119 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.