PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

66 hedge funds and large institutions have $260M invested in PIMCO Dynamic Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
20
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$49.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.25M
3
UBS Group
3
UBS Group
Switzerland
$25.5M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$861K
5
AAM
5
Advisors Asset Management
Colorado
$6.25M

Top Sellers

1
QC
1
Quantedge Capital
Singapore
$1.06M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$16.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.6M
4
RVPG
4
Relative Value Partners Group
$973K
5
PAG
5
Private Advisor Group
New Jersey
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$937K -$28.7K -1,919 -3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$918K +$81K +5,420 +10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$898K +$14.9K +1,000 +2%
HA
29
HC Advisors
Georgia
$872K +$7.35K +492 +0.9%
HighTower Advisors
30
HighTower Advisors
Illinois
$861K +$861K +57,601 New
CTB
31
Country Trust Bank
Illinois
$698K – – –
HI
32
Harbour Investments
Wisconsin
$581K -$15.6K -1,046 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$563K -$42.9K -2,872 -7%
First Trust Advisors
34
First Trust Advisors
Illinois
$517K +$28.1K +1,880 +6%
TAM
35
Tocqueville Asset Management
New York
$477K – – –
AC
36
Almitas Capital
California
$471K +$93K +6,227 +25%
Osaic Holdings
37
Osaic Holdings
Arizona
$446K -$21.7K -1,460 -5%
HH
38
Hilltop Holdings
Texas
$383K -$10.5K -700 -3%
ICM
39
Islay Capital Management
Texas
$287K +$164 +11 +0.1%
LPL Financial
40
LPL Financial
California
$283K +$65K +4,350 +30%
CA
41
Cetera Advisors
Colorado
$242K -$79.3K -5,305 -25%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$225K +$225K +15,067 New
PM
43
Phraction Management
Connecticut
$224K – – –
PAG
44
Private Advisor Group
New Jersey
$215K -$537K -41,505 -71%
AWM
45
Activest Wealth Management
Florida
$200K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$192K -$114K -7,661 -37%
PGAM
47
Princeton Global Asset Management
New Jersey
$181K -$4.49K -300 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$176K +$176K +11,797 New
DADC
49
D.A. Davidson & Co
Montana
$176K – – –
SIA
50
Sit Investment Associates
Minnesota
$175K – – –
1
2
3