PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

58 hedge funds and large institutions have $133M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
29
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.31M
2
CAN
2
Cetera Advisor Networks
California
$4.11M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.83M
4
WWM
4
Wagner Wealth Management
South Carolina
$962K
5
UBS Group
5
UBS Group
Switzerland
$16.3M

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
PCM
2
Penserra Capital Management
California
$0
3
RCM
3
Rivernorth Capital Management
Florida
$26.9M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
TAM
5
Tocqueville Asset Management
New York
$4.26M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$54K 5,200 +1,200 +30%
AA
52
Ancora Advisors
Ohio
$52K 5,000 – –
SPIA
53
Steward Partners Investment Advisory
New York
$47.6K 4,599 -28 -0.6%
FMP
54
Financial Management Professionals
Texas
$46K 4,476 -2,851 -39%
GWM
55
Geneos Wealth Management
Colorado
$26K 2,487 – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12K 1,190 – –
FWM
57
Focused Wealth Management
New York
$4K 350 – –
IC
58
IEQ Capital
California
– – -751,002 Closed
PCM
59
Penserra Capital Management
California
– – -642,427 Closed
LCM
60
Landscape Capital Management
New Jersey
– – -433,671 Closed
GSEP
61
Golden State Equity Partners
California
– – -20,218 Closed
IA
62
IFG Advisory
Georgia
– – -16,115 Closed
PFO
63
Pathstone Family Office
New Jersey
– – -12,466 Closed
Jane Street
64
Jane Street
New York
– – -11,394 Closed
VF
65
Virtu Financial
New York
– – -11,327 Closed
EW
66
Evoke Wealth
California
– – -7,730 Closed
ASN
67
Advisory Services Network
Georgia
– – -3,199 Closed
AWM
68
Avior Wealth Management
Nebraska
– – -36 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2
3