PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

58 hedge funds and large institutions have $148M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
19
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$12.2M
2
PAG
2
Private Advisor Group
New Jersey
$795K
3
RJA
3
Raymond James & Associates
Florida
$927K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.4M
5
Bank of America
5
Bank of America
North Carolina
$4.6M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$27.6M
2
QC
2
Quantedge Capital
Singapore
$0
3
TAM
3
Tocqueville Asset Management
New York
$1.43M
4
Wells Fargo
4
Wells Fargo
California
$7.24M
5
TCA
5
Transcend Capital Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$62K – – –
FMP
52
Financial Management Professionals
Texas
$57K +$915 +73 +2%
SWM
53
Spire Wealth Management
Virginia
$36K -$210K -16,682 -85%
ASN
54
Advisory Services Network
Georgia
$35K +$35K +2,838 New
SPIA
55
Steward Partners Investment Advisory
New York
$31K -$26.8K -2,131 -46%
GWM
56
Geneos Wealth Management
Colorado
$31K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +483 New
FWM
58
Focused Wealth Management
New York
$4K – – –
QC
59
Quantedge Capital
Singapore
– -$4.2M -405,984 Closed
TCA
60
Transcend Capital Advisors
New Jersey
– -$996K -95,961 Closed
WAM
61
Wolverine Asset Management
Illinois
– -$305K -29,538 Closed
Millennium Management
62
Millennium Management
New York
– -$167K -16,126 Closed
CIAS
63
Capital Investment Advisory Services
North Carolina
– -$113K -10,900 Closed
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
– -$12K -1,190 Closed
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