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PDX

PIMCO Dynamic Income Strategy Fund
PDX

80 hedge funds and large institutions have $590M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

10% more funds holding

Funds holding: 73 → 80 (+7)

10% more capital invested

Capital invested by funds: $539M → $590M (+$51.4M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.55% less ownership

Funds ownership: 51.05% → 50.51% (-0.55%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$13.4M
2
Wells Fargo
Wells Fargo
California
+$8.38M
3
Walleye Capital
Walleye Capital
New York
+$6.27M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.89M
5
Cohen & Steers
Cohen & Steers
New York
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$21.1M
2
Morgan Stanley
Morgan Stanley
New York
-$9.43M
3
AGM
Alpine Global Management
New York
-$3.23M
4
AAM
Advisors Asset Management
Colorado
-$3.08M
5
RC
Rareview Capital
Nevada
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.5M – – –
SA
27
Sanctuary Advisors
Indiana
$1.44M +$4.67K +187 +0.3%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.37M +$314K +12,580 +32%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.24M +$24.8K +993 +2%
CTB
30
Country Trust Bank
Illinois
$1.22M – – –
FM
31
Family Management
New York
$1.18M -$55.3K -2,214 -5%
AWM
32
Aprio Wealth Management
Georgia
$745K – – –
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$745K – – –
TAM
34
Tocqueville Asset Management
New York
$719K – – –
CC
35
CF Capital
Massachusetts
$719K +$687K +27,500 New
HI
36
Harbour Investments
Wisconsin
$679K -$7.56K -303 -1%
AGM
37
Alpine Global Management
New York
$653K -$3.23M -129,432 -84%
WS
38
Wedbush Securities
California
$640K – – –
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$635K +$158K +6,341 +35%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$578K -$53.7K -2,152 -9%
RC
41
Rareview Capital
Nevada
$560K -$2.02M -80,875 -77%
Truist Financial
42
Truist Financial
North Carolina
$519K +$1.1K +44 +0.2%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$514K +$6.74K +270 +1%
ICM
44
Islay Capital Management
Texas
$505K +$275 +11 +0.1%
NWMP
45
Noble Wealth Management PBC
Colorado
$500K +$478K +19,139 New
EFS
46
Essex Financial Services
Connecticut
$464K – – –
Raymond James Financial
47
Raymond James Financial
Florida
$452K +$432K +17,302 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$433K +$41.2K +1,650 +11%
Comerica Bank
49
Comerica Bank
Texas
$406K +$1.12K +45 +0.3%
PM
50
Phraction Management
Connecticut
$391K – – –
1
2
3 4

PDX Hedge Fund Activity: Q4 2024 in Review

80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2024, worth a combined $590M — up 9.5% from $539M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDX positions and 8 closed out — a net gain of 8 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $13.4M. The largest seller was Sit Investment Associates, cutting an estimated $21.1M.

  • 80 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $590M of PIMCO Dynamic Income Strategy Fund stock for Q4 2024, up 9.5% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2024 was Saba Capital Management, an estimated $13.4M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2024 was Sit Investment Associates, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2024.