PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

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
Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.07%
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

1
SCM
1
Saba Capital Management
New York
$178M
2
Wells Fargo
2
Wells Fargo
California
$10.2M
3
Walleye Capital
3
Walleye Capital
New York
$7.13M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.92M
5
Cohen & Steers
5
Cohen & Steers
New York
$30.5M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$19.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$22M
3
AGM
3
Alpine Global Management
New York
$653K
4
AAM
4
Advisors Asset Management
Colorado
$9.81M
5
RC
5
Rareview Capital
Nevada
$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.5M – – –
SA
27
Sanctuary Advisors
Indiana
$1.44M +$4.87K +187 +0.3%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.37M +$329K +12,580 +32%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.24M +$25.9K +993 +2%
CTB
30
Country Trust Bank
Illinois
$1.22M – – –
FM
31
Family Management
New York
$1.18M -$57.9K -2,214 -5%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$745K – – –
AWM
33
Aprio Wealth Management
Georgia
$745K – – –
TAM
34
Tocqueville Asset Management
New York
$719K – – –
CC
35
CF Capital
Massachusetts
$719K +$719K +27,500 New
HI
36
Harbour Investments
Wisconsin
$679K -$7.92K -303 -1%
AGM
37
Alpine Global Management
New York
$653K -$3.38M -129,432 -84%
WS
38
Wedbush Securities
California
$640K – – –
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$635K +$166K +6,341 +35%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$578K -$56.2K -2,152 -9%
RC
41
Rareview Capital
Nevada
$560K -$1.91M -80,875 -77%
Truist Financial
42
Truist Financial
North Carolina
$519K +$1.15K +44 +0.2%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$514K +$7.06K +270 +1%
ICM
44
Islay Capital Management
Texas
$505K +$287 +11 +0.1%
NWMP
45
Noble Wealth Management PBC
Colorado
$500K +$500K +19,139 New
EFS
46
Essex Financial Services
Connecticut
$464K – – –
Raymond James Financial
47
Raymond James Financial
Florida
$452K +$452K +17,302 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$433K +$43.1K +1,650 +11%
Comerica Bank
49
Comerica Bank
Texas
$406K +$1.18K +45 +0.3%
PM
50
Phraction Management
Connecticut
$391K – – –
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