PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

58 hedge funds and large institutions have $155M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
5
Increased
21
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$3.63M
2
RCM
2
Rivernorth Capital Management
Florida
$30.5M
3
QC
3
Quantedge Capital
Singapore
$3.55M
4
TCA
4
Transcend Capital Advisors
New Jersey
$1.27M
5
RVPG
5
Relative Value Partners Group
$1.72M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$16.2M
2
FFA
2
First Foundation Advisors
California
$2.51M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.9M
4
MC
4
Matisse Capital
Oregon
$6.23M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$886K -$313K -23,900 -26%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$883K -$12.2K -1,002 -1%
WAM
28
Wolverine Asset Management
Illinois
$849K +$849K +69,538 New
Cohen & Steers
29
Cohen & Steers
New York
$804K +$804K +65,819 New
WS
30
Wedbush Securities
California
$758K +$530K +43,450 +233%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$728K -$481K -39,386 -40%
LPL Financial
32
LPL Financial
California
$651K +$249K +20,369 +62%
NA
33
NewEdge Advisors
Louisiana
$601K -$24.2K -1,982 -4%
CTB
34
Country Trust Bank
Illinois
$570K – – –
HI
35
Harbour Investments
Wisconsin
$541K -$20.7K -1,697 -4%
Osaic Holdings
36
Osaic Holdings
Arizona
$537K +$4.85K +397 +0.9%
HH
37
Hilltop Holdings
Texas
$440K -$43.9K -3,600 -9%
ICM
38
Islay Capital Management
Texas
$419K +$379 +31 +0.1%
MIG
39
Mariner Investment Group
New York
$416K -$336K -27,502 -45%
WC
40
Weil Company
California
$295K -$501 -41 -0.2%
GSEP
41
Golden State Equity Partners
California
$247K +$61 +5 +0%
AWS
42
AJ Wealth Strategies
New York
$237K – – –
Invesco
43
Invesco
Georgia
$230K -$288K -23,593 -56%
HighTower Advisors
44
HighTower Advisors
Illinois
$227K +$2.98K +244 +1%
DADC
45
D.A. Davidson & Co
Montana
$226K – – –
SIA
46
Sit Investment Associates
Minnesota
$215K -$33.7K -2,760 -14%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$214K -$31.7K -2,604 -13%
PGAM
48
Princeton Global Asset Management
New Jersey
$190K -$57.5K -4,710 -23%
GC
49
Guggenheim Capital
Illinois
$172K -$8.44K -690 -5%
IA
50
IFG Advisory
Georgia
$164K – – –
1
2
3