PIMCO Dynamic Income Strategy Fund
PDX
54 hedge funds and large institutions have $181M invested in PIMCO Dynamic Income Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
86% more capital invested
Capital invested by funds: $97.1M → $181M (+$83.8M)
69% more funds holding
Funds holding: 32 → 54 (+22)
13.55% more ownership
Funds ownership: 13.94% → 27.5% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$31.3M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$9.02M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$6.86M |
| 4 |
Millennium Management
New York
|
+$5.52M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.77M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.57M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$263K |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$233K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$100K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| $2K | +$2.13K | +130 | New |
|
|
PGAM
53
Princeton Global Asset Management
Princeton,
New Jersey
| $177 | +$7.02K | +428 | +4% |
|
|
54
Creative Planning
Overland Park,
Kansas
| – | -$263K | -15,000 | Closed |
|
|
SCA
55
Snowden Capital Advisors
New York
| – | -$233K | -13,328 | Closed |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$100K | -5,703 | Closed |
|
|
GSWM
57
Golden State Wealth Management
Santa Ana,
California
| – | -$9K | -500 | Closed |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| – | +$985 | +60 | New |
|
PDX Hedge Fund Activity: Q4 2019 in Review
54 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2019, worth a combined $181M — up 86% from $97.1M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PDX positions and 4 closed out — a net gain of 22 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $31.3M. The largest seller was First Foundation Advisors, cutting an estimated $1.77M.
- 54 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2019, up from 32 in Q3 2019.
- Funds reported $181M of PIMCO Dynamic Income Strategy Fund stock for Q4 2019, up 86% quarter-over-quarter.
- 26 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2019 and 4 closed out, a net change of +22 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2019 was Rivernorth Capital Management, an estimated $31.3M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2019 was First Foundation Advisors, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2019.