PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+16
Holders Change %
+32%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
25
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$14.4M
2
IC
IEQ Capital
California
+$6.07M
3
UBS Group
UBS Group
Switzerland
+$3.2M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.57M
5
CAN
Cetera Advisor Networks
California
+$2.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.31M
2
FFA
First Foundation Advisors
California
-$1.58M
3
Cohen & Steers
Cohen & Steers
New York
-$750K
4
AC
Almitas Capital
California
-$645K
5
PGAM
Princeton Global Asset Management
New Jersey
-$164K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$671K +$671K +83,100 New
6M
27
6 Meridian
Kansas
$666K +$10.6K +1,312 +2%
Invesco
28
Invesco
Georgia
$443K -$63.8K -7,898 -13%
Osaic Holdings
29
Osaic Holdings
Arizona
$417K -$128K -15,818 -23%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$407K +$407K +50,394 New
CTB
31
Country Trust Bank
Illinois
$378K – – –
AC
32
Almitas Capital
California
$357K -$645K -79,835 -64%
HH
33
Hilltop Holdings
Texas
$341K +$341K +42,200 New
AWS
34
AJ Wealth Strategies
New York
$312K +$19K +2,347 +6%
GC
35
Gruss & Co
Florida
$291K -$56.6K -7,000 -16%
ICM
36
Islay Capital Management
Texas
$250K +$22.5K +2,784 +10%
LPL Financial
37
LPL Financial
California
$240K -$15.2K -1,878 -6%
PGAM
38
Princeton Global Asset Management
New Jersey
$228K -$164K -20,269 -42%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$224K +$97.5K +12,075 +77%
WC
40
Weil Company
California
$189K -$18.9K -2,330 -9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$172K -$16.4K -2,042 -9%
GSEP
42
Golden State Equity Partners
California
$163K +$163K +20,218 New
WS
43
Wedbush Securities
California
$162K +$65.7K +8,116 +68%
GC
44
Guggenheim Capital
Illinois
$152K +$152K +18,837 New
SIA
45
Sit Investment Associates
Minnesota
$146K +$123K +15,290 +546%
IA
46
IFG Advisory
Georgia
$130K -$6.45K -800 -5%
WWM
47
Wagner Wealth Management
South Carolina
$112K +$112K +13,885 New
HighTower Advisors
48
HighTower Advisors
Illinois
$109K +$109K +13,500 New
RJA
49
Raymond James & Associates
Florida
$106K +$106K +13,118 New
DADC
50
D.A. Davidson & Co
Montana
$101K – – –
1
2
3