PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

49 hedge funds and large institutions have $66.9M invested in PIMCO Dynamic Income Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Tocqueville Asset Management
New York
$3.09M
2
Wells Fargo
2
Wells Fargo
California
$3.69M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$896K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$383K
5
HA
5
HC Advisors
Georgia
$315K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$8.73M
2
UBS Group
2
UBS Group
Switzerland
$8.14M
3
LCM
3
Landscape Capital Management
New Jersey
$2.31M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.8M
5
MC
5
Matisse Capital
Oregon
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$232K -$153K -21,705 -40%
LPL Financial
27
LPL Financial
California
$210K +$50.9K +7,227 +32%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$185K +$123K +17,500 +200%
ICM
29
Islay Capital Management
Texas
$177K +$14K +1,981 +9%
WC
30
Weil Company
California
$166K +$8.41K +1,193 +5%
CIAS
31
Capital Investment Advisory Services
North Carolina
$155K – – –
WS
32
Wedbush Securities
California
$94K -$28.3K -4,000 -23%
DADC
33
D.A. Davidson & Co
Montana
$88K – – –
CTB
34
Country Trust Bank
Illinois
$85K – – –
EW
35
Evoke Wealth
California
$53K -$10.1K -1,356 -16%
CAN
36
Cetera Advisor Networks
California
$50K -$81.7K -11,466 -62%
SW
37
SVB Wealth
Massachusetts
$41K +$2.62K +373 +7%
PAG
38
Private Advisor Group
New Jersey
$38K +$38K +5,404 New
FMP
39
Financial Management Professionals
Texas
$36K +$8.59K +1,227 +31%
AA
40
Ancora Advisors
Ohio
$35K – – –
AF
41
Allworth Financial
California
$28K +$11.7K +1,671 +72%
EDRH
42
Edmond de Rothschild Holding
Switzerland
$23K +$23K +3,250 New
GWM
43
Geneos Wealth Management
Colorado
$17K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$11K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$10K +$9.57K +1,350 +2,250%
CCM
46
Covington Capital Management
California
$9K +$9K +1,298 New
SF
47
Synovus Financial
Georgia
$4K -$8.56K -1,074 -68%
FWM
48
Focused Wealth Management
New York
$2K – – –
Northern Trust
49
Northern Trust
Illinois
$2K – – –
Goldman Sachs
50
Goldman Sachs
New York
– -$905K -168,439 Closed
1
2
3