PIMCO Dynamic Income Strategy Fund
PDX
66 hedge funds and large institutions have $119M invested in PIMCO Dynamic Income Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
89% more capital invested
Capital invested by funds: $63.2M → $119M (+$56M)
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
32% more funds holding
Funds holding: 50 → 66 (+16)
10.16% more ownership
Funds ownership: 22.85% → 33.01% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$12.9M |
| 2 |
IC
IEQ Capital
Foster City,
California
|
+$5.44M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.87M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.3M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.07M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.42M |
| 3 |
Cohen & Steers
New York
|
-$750K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$578K |
| 5 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$147K |
PDX Hedge Fund Activity: Q4 2020 in Review
66 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2020, worth a combined $119M — up 89% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PDX positions and 2 closed out — a net gain of 16 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was Morgan Stanley, cutting an estimated $2.07M.
- 66 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2020, up from 50 in Q3 2020.
- Funds reported $119M of PIMCO Dynamic Income Strategy Fund stock for Q4 2020, up 89% quarter-over-quarter.
- 18 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2020 and 2 closed out, a net change of +16 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $12.9M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2020 was Morgan Stanley, an estimated $2.07M sold.
Based on aggregated 13F filings for Q4 2020.