Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO STRATEGIC INCOME FD (RCS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — RCS

Based on 64 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 RCS 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
64 funds currently hold this stock — 93% of the 3.0-year high of 69 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold RCS compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

33 buying30 selling
Last quarter: 33 funds bought or added vs 30 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new RCS position: 9 → 10 → 7 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 23% medium 23% new
34 out of 64 hedge funds have held RCS 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.
💎

Buying through price weakness — shares -13%, value -36%

Value
-36%
Shares
-13%
Last quarter: funds added -13% more shares while total portfolio value only changed -36%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

17 → 9 → 10 → 7 → 14 new funds/Q
New funds entering each quarter: 9 → 10 → 7 → 14. A growing number of institutions are discovering RCS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 9% 1-2yr 30% new
Of 64 current holders: 39 (61%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
9 of 64 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: RCS

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

Market Analysis: RCS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RCS

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

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: RCS
2026 Q1 Stats Unlock in 17 days 64 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 64 60 6.67%
13F Shares 6M 7M -13.45%
Total Value $32M $50M -35.95%
New Positions 14 7 +7
Increased Positions 19 23 -4
Closed Positions 10 13 -3
Reduced Positions 20 17 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RCS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

64 + investors

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

Top 22 institutional holders of RCS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Medallion Wealth Advisors, LLC 0.36% 125,353 $783K
2 Bravias Capital Group, LLC 0.27% 76,850 $412K
3 MILESTONE ASSET MANAGEMENT, LLC 0.15% 147,191 $789K
4 Owen LaRue, LLC 0.07% 33,448 $179K
5 Straight Path Wealth Management 0.06% 39,900 $214K
6 SILVER OAK SECURITIES, INCORPORATED 0.04% 99,367 $533K
7 MRA Advisory Group 0.03% 12,202 $65K
8 Cambridge Investment Research Advisors, Inc. 0.02% 1,263,079 $7K
9 Keudell/Morrison Wealth Management 0.01% 10,000 $54K
10 Smallwood Wealth Investment Management, LLC 0.01% 2,324 $12K
11 ARMSTRONG ADVISORY GROUP, INC 0.01% 15,231 $82K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 289,620 $1.6M
13 Kestra Advisory Services, LLC 0.00% 73,106 $392K
14 Janney Montgomery Scott LLC 0.00% 100,205
15 CoreCap Advisors, LLC 0.00% 5,175 $28K
16 FNY Investment Advisers, LLC 0.00% 500
17 IFP Advisors, Inc 0.00% 4,100 $22K
18 HIGHLINE WEALTH PARTNERS LLC 0.00% 300 $2K
19 TRUIST FINANCIAL CORP 0.00% 11,784 $63K
20 Farther Finance Advisors, LLC 0.00% 1,085 $6K
21 FIFTH THIRD BANCORP 0.00% 5,295 $28K
22 EASTERN BANK 0.00% 143
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 STRATEGIC INCOME FD (RCS)

What does the Smart Money Trend signal show for RCS?

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

Slight buying edge — 52% buying: Last quarter: 33 funds bought or added vs 30 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 RCS holders?

Strong quality — 28% AUM from major funds: 9 of 64 holders rank in the top 100 by AUM, accounting for 28% 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 RCS?

53% of holders stayed for 2+ years: 34 out of 64 hedge funds have held RCS 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.