PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

58 hedge funds and large institutions have $133M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
29
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.31M
2
CAN
2
Cetera Advisor Networks
California
$4.11M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.83M
4
WWM
4
Wagner Wealth Management
South Carolina
$962K
5
UBS Group
5
UBS Group
Switzerland
$16.3M

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
PCM
2
Penserra Capital Management
California
$0
3
RCM
3
Rivernorth Capital Management
Florida
$26.9M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
TAM
5
Tocqueville Asset Management
New York
$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$631K +$110K +10,586 +21%
HI
27
Harbour Investments
Wisconsin
$500K +$500K +48,346 New
CTB
28
Country Trust Bank
Illinois
$484K – – –
HH
29
Hilltop Holdings
Texas
$469K +$32.6K +3,150 +7%
Osaic Holdings
30
Osaic Holdings
Arizona
$413K -$122K -11,750 -23%
ICM
31
Islay Capital Management
Texas
$385K +$65.1K +6,296 +20%
LPL Financial
32
LPL Financial
California
$308K +$994 +96 +0.3%
WAM
33
Wolverine Asset Management
Illinois
$305K -$555K -53,754 -65%
PGAM
34
Princeton Global Asset Management
New Jersey
$292K – – –
AWS
35
AJ Wealth Strategies
New York
$287K -$112K -10,803 -28%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$276K -$11.1K -1,070 -4%
WC
37
Weil Company
California
$246K +$4.61K +446 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$215K -$6.11K -590 -3%
SIA
39
Sit Investment Associates
Minnesota
$211K +$23.8K +2,300 +13%
GC
40
Gruss & Co
Florida
$207K -$166K -16,000 -44%
SWM
41
Spire Wealth Management
Virginia
$200K +$200K +19,545 New
GC
42
Guggenheim Capital
Illinois
$194K -$1.07K -103 -0.5%
WS
43
Wedbush Securities
California
$188K -$18.6K -1,804 -9%
HighTower Advisors
44
HighTower Advisors
Illinois
$187K +$47.3K +4,571 +34%
RJA
45
Raymond James & Associates
Florida
$182K +$46.2K +4,458 +34%
Millennium Management
46
Millennium Management
New York
$167K +$167K +16,126 New
DADC
47
D.A. Davidson & Co
Montana
$160K +$31K +3,000 +24%
CIAS
48
Capital Investment Advisory Services
North Carolina
$113K – – –
FIA
49
FNY Investment Advisers
New York
$106K -$16.3K -1,571 -13%
SW
50
SVB Wealth
Massachusetts
$66K +$1.32K +129 +2%
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