PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

76 hedge funds and large institutions have $508M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
28
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
AW
2
Atlas Wealth
Ohio
$4.77M
3
SIA
3
Sit Investment Associates
Minnesota
$26.5M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$34M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.1M

Top Sellers

1
AC
1
Almitas Capital
California
$1.19M
2
RVPG
2
Relative Value Partners Group
$0
3
SCM
3
Saba Capital Management
New York
$153M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
AAM
5
Advisors Asset Management
Colorado
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.22M -$934 -42 -0.1%
AC
27
Almitas Capital
California
$1.19M -$6.03M -270,796 -84%
SA
28
Sanctuary Advisors
Indiana
$1.18M +$1.18M +54,855 New
FM
29
Family Management
New York
$1.08M -$220K -9,870 -17%
CTB
30
Country Trust Bank
Illinois
$1.04M – – –
Walleye Capital
31
Walleye Capital
New York
$987K -$91.8K -4,119 -9%
Osaic Holdings
32
Osaic Holdings
Arizona
$891K -$89.3K -4,005 -9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$757K -$89.1K -4,000 -11%
HI
34
Harbour Investments
Wisconsin
$735K +$1.74K +78 +0.2%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$709K -$113K -5,075 -14%
AWM
36
Aprio Wealth Management
Georgia
$709K -$113K -5,075 -14%
First Trust Advisors
37
First Trust Advisors
Illinois
$639K +$202K +9,079 +46%
TAM
38
Tocqueville Asset Management
New York
$613K – – –
Truist Financial
39
Truist Financial
North Carolina
$579K -$11.5K -514 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$497K -$135K -6,043 -21%
WS
41
Wedbush Securities
California
$455K -$1.32M -59,350 -74%
ICM
42
Islay Capital Management
Texas
$430K +$401 +18 +0.1%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$426K +$9.63K +432 +2%
EFS
44
Essex Financial Services
Connecticut
$402K +$402K +17,750 New
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$354K +$187K +8,378 +112%
PM
46
Phraction Management
Connecticut
$334K – – –
Comerica Bank
47
Comerica Bank
Texas
$329K +$12.2K +546 +4%
RIA
48
Regal Investment Advisors
Michigan
$325K -$15.2K -680 -4%
RJA
49
Raymond James & Associates
Florida
$310K +$7K +314 +2%
CWM
50
Cornerstone Wealth Management
Missouri
$307K +$3.99K +179 +1%
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