PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

62 hedge funds and large institutions have $300M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
9
Increased
20
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$80.3M
2
RCM
Rivernorth Capital Management
Florida
$37.6M
3
AC
Almitas Capital
California
$1.05M
4
WAM
Wolverine Asset Management
Illinois
$1.3M
5
HighTower Advisors
HighTower Advisors
Illinois
$835K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$23M
2
PAIM
Punch & Associates Investment Management
Minnesota
$17.5M
3
UBS Group
UBS Group
Switzerland
$26.7M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$11.4M
5
Invesco
Invesco
Georgia
$698K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$975K +$1.62K +103 +0.2%
HA
27
HC Advisors
Georgia
$921K +$10.8K +684 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$835K +$835K +53,083 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$750K -$90.5K -5,744 -11%
CTB
30
Country Trust Bank
Illinois
$736K – – –
Invesco
31
Invesco
Georgia
$698K -$303K -19,230 -30%
HI
32
Harbour Investments
Wisconsin
$578K -$12.4K -785 -2%
CA
33
Cornerstone Advisors
North Carolina
$541K +$541K +34,302 New
First Trust Advisors
34
First Trust Advisors
Illinois
$464K -$8.07K -512 -2%
MML Investors Services
35
MML Investors Services
Massachusetts
$442K -$23.1K -1,469 -5%
TAM
36
Tocqueville Asset Management
New York
$433K – – –
NA
37
NewEdge Advisors
Louisiana
$398K +$331 +21 +0.1%
HH
38
Hilltop Holdings
Texas
$391K -$13.4K -850 -3%
Osaic Holdings
39
Osaic Holdings
Arizona
$388K -$64.2K -4,071 -14%
CCP
40
Clough Capital Partners
Massachusetts
$378K +$378K +23,968 New
QL
41
Quarry LP
New York
$360K +$360K +22,868 New
ICM
42
Islay Capital Management
Texas
$303K +$173 +11 +0.1%
SWM
43
Spire Wealth Management
Virginia
$285K +$189 +12 +0.1%
CA
44
Cetera Advisors
Colorado
$276K +$28.8K +1,825 +12%
LPL Financial
45
LPL Financial
California
$260K +$646 +41 +0.2%
Walleye Capital
46
Walleye Capital
New York
$258K +$173 +11 +0.1%
PAG
47
Private Advisor Group
New Jersey
$255K -$19.6K -1,175 -7%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$238K +$238K +15,106 New
PM
49
Phraction Management
Connecticut
$236K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$193K -$4.08K -259 -2%
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