PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

60 hedge funds and large institutions have $206M invested in PIMCO Dynamic Income Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
5
Increased
21
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$11.8M
2
RJA
2
Raymond James & Associates
Florida
$4.45M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$9.05M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.24M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$5.08M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$34.6M
2
CAN
2
Cetera Advisor Networks
California
$5.02M
3
WAM
3
Wolverine Asset Management
Illinois
$316K
4
Morgan Stanley
4
Morgan Stanley
New York
$17M
5
TAM
5
Tocqueville Asset Management
New York
$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.06M +$375K +25,296 +55%
Invesco
27
Invesco
Georgia
$946K +$356K +23,993 +60%
H6H
28
Hightower 6M Holding
Kansas
$902K +$902K +60,844 New
PAG
29
Private Advisor Group
New Jersey
$865K -$279K -18,800 -24%
WS
30
Wedbush Securities
California
$859K -$62K -4,181 -7%
HA
31
HC Advisors
Georgia
$830K -$80.2K -5,407 -9%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$782K -$152K -10,278 -16%
NA
33
NewEdge Advisors
Louisiana
$709K -$22K -1,482 -3%
CTB
34
Country Trust Bank
Illinois
$693K – – –
SKK
35
Shepherd Kaplan Krochuk
Massachusetts
$692K -$39.6K -2,670 -5%
Osaic Holdings
36
Osaic Holdings
Arizona
$660K -$2.49K -168 -0.4%
ICM
37
Islay Capital Management
Texas
$495K -$14.4K -969 -3%
TAM
38
Tocqueville Asset Management
New York
$473K -$948K -63,955 -67%
HH
39
Hilltop Holdings
Texas
$465K -$63.8K -4,300 -12%
PM
40
Phraction Management
Connecticut
$340K – – –
First Trust Advisors
41
First Trust Advisors
Illinois
$317K +$317K +21,349 New
WAM
42
Wolverine Asset Management
Illinois
$316K -$1.23M -82,941 -80%
LPL Financial
43
LPL Financial
California
$279K -$307K -20,738 -52%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$266K +$16K +1,079 +6%
IA
45
IFG Advisory
Georgia
$200K +$1.26K +85 +0.6%
SIA
46
SkyView Investment Advisors
New Jersey
$193K – – –
WWM
47
Wagner Wealth Management
South Carolina
$186K -$812K -54,883 -81%
DADC
48
D.A. Davidson & Co
Montana
$175K +$11.5K +775 +7%
SIA
49
Sit Investment Associates
Minnesota
$168K -$14.8K -1,000 -8%
PGAM
50
Princeton Global Asset Management
New Jersey
$166K -$31K -2,091 -16%
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