PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

73 hedge funds and large institutions have $539M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
6
Increased
32
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$37.7M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$4.82M
3
UBS Group
3
UBS Group
Switzerland
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.9M
5
AAM
5
Advisors Asset Management
Colorado
$11.8M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$148M
2
AW
2
Atlas Wealth
Ohio
$0
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$8.65M
4
AC
4
Almitas Capital
California
$0
5
Walleye Capital
5
Walleye Capital
New York
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.34M +$38.9K +1,644 +3%
Wells Fargo
27
Wells Fargo
California
$1.31M -$384K -16,290 -23%
FM
28
Family Management
New York
$1.12M -$26.4K -1,118 -2%
CTB
29
Country Trust Bank
Illinois
$1.1M – – –
First Trust Advisors
30
First Trust Advisors
Illinois
$1.1M +$419K +17,771 +62%
Osaic Holdings
31
Osaic Holdings
Arizona
$942K -$637 -27 -0.1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$802K – – –
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$677K -$78.1K -3,290 -10%
AWM
34
Aprio Wealth Management
Georgia
$673K -$77.6K -3,290 -10%
TAM
35
Tocqueville Asset Management
New York
$649K – – –
HI
36
Harbour Investments
Wisconsin
$620K -$158K -6,686 -20%
WS
37
Wedbush Securities
California
$578K +$96.7K +4,100 +20%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$573K +$47K +1,992 +9%
Walleye Capital
39
Walleye Capital
New York
$510K -$536K -22,702 -51%
Truist Financial
40
Truist Financial
North Carolina
$468K -$146K -6,181 -24%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$458K +$6.77K +287 +2%
ICM
42
Islay Capital Management
Texas
$455K +$283 +12 +0.1%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$424K +$49.2K +2,087 +13%
EFS
44
Essex Financial Services
Connecticut
$415K – – –
Comerica Bank
45
Comerica Bank
Texas
$365K +$16.7K +708 +5%
PM
46
Phraction Management
Connecticut
$353K – – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$352K +$37.7K +1,600 +12%
CWM
48
Cornerstone Wealth Management
Missouri
$350K +$24.6K +1,041 +8%
LPL Financial
49
LPL Financial
California
$349K +$94K +3,986 +37%
RIA
50
Regal Investment Advisors
Michigan
$320K -$23.6K -1,000 -7%
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