PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

70 hedge funds and large institutions have $473M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
25
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$20.9M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$27.3M
3
CL
3
Choreo LLC
Illinois
$2.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.8M
5
AWM
5
Avior Wealth Management
Nebraska
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.3M
2
Wells Fargo
2
Wells Fargo
California
$3.13M
3
HCM
3
Hollencrest Capital Management
California
$7.02M
4
CAN
4
Cetera Advisor Networks
California
$593K
5
UBS Group
5
UBS Group
Switzerland
$16.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$1.36M 64,078 -2,778 -4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.36M 64,019 +1,886 +3%
FM
28
Family Management
New York
$1.24M 58,404 +10,974 +23%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.16M 54,880 +9,507 +21%
Walleye Capital
30
Walleye Capital
New York
$1.03M 48,424 +30,043 +163%
CTB
31
Country Trust Bank
Illinois
$991K 46,722 – –
Osaic Holdings
32
Osaic Holdings
Arizona
$933K 43,960 +10,267 +30%
LCM
33
Landscape Capital Management
New Jersey
$910K 42,892 +42,892 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$806K 37,988 -7,456 -16%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$782K 36,891 -1,009 -3%
AWM
36
Aprio Wealth Management
Georgia
$782K 36,891 -1,009 -3%
HI
37
Harbour Investments
Wisconsin
$698K 32,905 -1,517 -4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$601K 28,336 +28,336 New
CAN
39
Cetera Advisor Networks
California
$593K 27,980 -119,354 -81%
TAM
40
Tocqueville Asset Management
New York
$583K 27,500 – –
Truist Financial
41
Truist Financial
North Carolina
$563K 26,521 -2,533 -9%
EW
42
Evoke Wealth
California
$451K 20,970 +20,970 New
First Trust Advisors
43
First Trust Advisors
Illinois
$416K 19,594 +19,594 New
ICM
44
Islay Capital Management
Texas
$409K 19,268 +8 +0%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$397K 18,700 +202 +1%
RIA
46
Regal Investment Advisors
Michigan
$323K 15,249 +15,249 New
PM
47
Phraction Management
Connecticut
$318K 14,971 – –
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$311K 14,675 +10,875 +286%
IA
49
IFP Advisors
Florida
$308K 14,500 +14,500 New
Comerica Bank
50
Comerica Bank
Texas
$302K 14,235 +355 +3%
1
2
3 4