PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

50 hedge funds and large institutions have $63.2M invested in PIMCO Dynamic Income Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$4.14M
2
AC
2
Almitas Capital
California
$768K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.67M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$574K
5
Bank of America
5
Bank of America
North Carolina
$1.61M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$97K
3
Cohen & Steers
3
Cohen & Steers
New York
$750K
4
RCM
4
Rivernorth Capital Management
Florida
$7.18M
5
FFA
5
First Foundation Advisors
California
$3.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
26
Country Trust Bank
Illinois
$289K +$215K +34,722 +289%
GC
27
Gruss & Co
Florida
$266K +$18.6K +3,000 +8%
AWS
28
AJ Wealth Strategies
New York
$224K – – –
LPL Financial
29
LPL Financial
California
$195K +$10.8K +1,739 +6%
ICM
30
Islay Capital Management
Texas
$174K +$19.1K +3,087 +12%
WC
31
Weil Company
California
$159K +$13.3K +2,142 +9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$144K -$58.5K -9,509 -29%
CIAS
33
Capital Investment Advisory Services
North Carolina
$114K -$21.7K -3,500 -16%
IA
34
IFG Advisory
Georgia
$104K +$104K +16,915 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$97K -$689K -111,240 -88%
DADC
36
D.A. Davidson & Co
Montana
$77K – – –
WS
37
Wedbush Securities
California
$74K -$8.71K -1,400 -11%
EW
38
Evoke Wealth
California
$48K +$2.59K +406 +6%
FMP
39
Financial Management Professionals
Texas
$44K +$12.3K +1,987 +39%
SW
40
SVB Wealth
Massachusetts
$38K +$2.01K +325 +6%
SPIA
41
Steward Partners Investment Advisory
New York
$32K +$23.2K +3,744 +266%
AA
42
Ancora Advisors
Ohio
$31K – – –
AF
43
Allworth Financial
California
$25K – – –
EDRH
44
Edmond de Rothschild Holding
Switzerland
$20K – – –
ASN
45
Advisory Services Network
Georgia
$18K +$18K +2,881 New
SIA
46
Sit Investment Associates
Minnesota
$17K +$17K +2,800 New
GWM
47
Geneos Wealth Management
Colorado
$15K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$7K -$3.18K -540 -31%
FWM
49
Focused Wealth Management
New York
$2K – – –
Northern Trust
50
Northern Trust
Illinois
– -$2K -29,800 Closed
1
2
3