PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

62 hedge funds and large institutions have $208M invested in PIMCO Dynamic Income Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
21
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$30.2M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$16M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$10.3M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$21.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.33M
2
AC
2
Almitas Capital
California
$343K
3
RVPG
3
Relative Value Partners Group
$1.41M
4
QC
4
Quantedge Capital
Singapore
$2.55M
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$799K -$136K -10,028 -15%
PAG
27
Private Advisor Group
New Jersey
$787K -$45.8K -3,384 -5%
HA
28
HC Advisors
Georgia
$783K +$7.4K +547 +1%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$758K +$2.34K +173 +0.3%
NA
30
NewEdge Advisors
Louisiana
$647K +$325 +24 +0.1%
CTB
31
Country Trust Bank
Illinois
$632K – – –
H6H
32
Hightower 6M Holding
Kansas
$604K -$166K -12,298 -22%
MML Investors Services
33
MML Investors Services
Massachusetts
$549K +$105K +7,799 +24%
HI
34
Harbour Investments
Wisconsin
$513K – – –
First Trust Advisors
35
First Trust Advisors
Illinois
$443K -$24.9K -1,839 -5%
TAM
36
Tocqueville Asset Management
New York
$432K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$426K – – –
HH
38
Hilltop Holdings
Texas
$357K – – –
AC
39
Almitas Capital
California
$343K -$1.85M -136,293 -84%
CA
40
Cetera Advisors
Colorado
$291K +$94.5K +6,980 +48%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$277K -$14.2K -1,054 -5%
ICM
42
Islay Capital Management
Texas
$260K -$94.4K -6,972 -27%
PM
43
Phraction Management
Connecticut
$203K -$108K -7,971 -35%
AWM
44
Activest Wealth Management
Florida
$200K +$200K +13,935 New
LPL Financial
45
LPL Financial
California
$197K -$33.2K -2,456 -14%
IA
46
IFG Advisory
Georgia
$185K +$1.52K +113 +0.8%
Walleye Capital
47
Walleye Capital
New York
$177K +$177K +13,075 New
PGAM
48
Princeton Global Asset Management
New Jersey
$168K – – –
SIA
49
Sit Investment Associates
Minnesota
$159K – – –
DADC
50
D.A. Davidson & Co
Montana
$159K – – –
1
2
3