PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

58 hedge funds and large institutions have $148M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
19
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$12.2M
2
PAG
2
Private Advisor Group
New Jersey
$795K
3
RJA
3
Raymond James & Associates
Florida
$927K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.4M
5
Bank of America
5
Bank of America
North Carolina
$4.6M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$27.6M
2
QC
2
Quantedge Capital
Singapore
$0
3
TAM
3
Tocqueville Asset Management
New York
$1.43M
4
Wells Fargo
4
Wells Fargo
California
$7.24M
5
TCA
5
Transcend Capital Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$646K +$646K +51,432 New
NA
27
NewEdge Advisors
Louisiana
$640K +$640K +51,231 New
CTB
28
Country Trust Bank
Illinois
$584K – – –
HI
29
Harbour Investments
Wisconsin
$575K -$29.6K -2,366 -5%
Osaic Holdings
30
Osaic Holdings
Arizona
$545K +$47.9K +3,830 +10%
Invesco
31
Invesco
Georgia
$531K -$359K -28,665 -40%
HH
32
Hilltop Holdings
Texas
$496K -$71.3K -5,700 -13%
ICM
33
Islay Capital Management
Texas
$428K -$37K -2,963 -8%
LPL Financial
34
LPL Financial
California
$412K +$40.3K +3,227 +11%
WC
35
Weil Company
California
$302K +$4.5K +360 +2%
SIA
36
Sit Investment Associates
Minnesota
$255K – – –
PGAM
37
Princeton Global Asset Management
New Jersey
$253K -$99K -7,930 -28%
GSEP
38
Golden State Equity Partners
California
$253K +$253K +20,233 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$252K -$7.06K -566 -3%
AWS
40
AJ Wealth Strategies
New York
$242K -$104K -8,354 -30%
WS
41
Wedbush Securities
California
$233K +$5.67K +454 +2%
DADC
42
D.A. Davidson & Co
Montana
$231K +$37.5K +3,000 +19%
HighTower Advisors
43
HighTower Advisors
Illinois
$230K +$3.67K +293 +2%
GC
44
Guggenheim Capital
Illinois
$184K -$49.6K -3,976 -21%
IA
45
IFG Advisory
Georgia
$168K +$168K +13,445 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$149K -$184K -14,750 -55%
GC
47
Gruss & Co
Florida
$138K -$113K -9,000 -45%
FIA
48
FNY Investment Advisers
New York
$125K -$3.06K -245 -2%
SW
49
SVB Wealth
Massachusetts
$81K +$1.3K +105 +2%
AF
50
Allworth Financial
California
$65K – – –
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2
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