PDX
PIMCO Dynamic Income Strategy Fund
PDX
PDX
58 hedge funds and large institutions have $155M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
5
Increased
21
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$16.2M |
| 2 |
FFA
2
First Foundation Advisors
Irvine,
California
|
$2.51M |
| 3 |
3
Morgan Stanley
New York
|
$16.9M |
| 4 |
MC
4
Matisse Capital
Portland,
Oregon
|
$6.23M |
| 5 |
5
Rockefeller Capital Management
New York
|
$728K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
51
FNY Investment Advisers
New York
| $103K | -$18.2K | -1,500 | -15% |
|
|
SW
52
SVB Wealth
Boston,
Massachusetts
| $81K | +$1.06K | +87 | +1% |
|
|
AF
53
Allworth Financial
Folsom,
California
| $63K | – | – | – |
|
|
AA
54
Ancora Advisors
Cleveland,
Ohio
| $61K | – | – | – |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| $35K | +$327 | +27 | +0.9% |
|
|
GWM
56
Geneos Wealth Management
Englewood,
Colorado
| $30K | – | – | – |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $22K | -$7.69K | -639 | -26% |
|
|
FWM
58
Focused Wealth Management
Newburgh,
New York
| $4K | – | – | – |
|
59
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$149K | -11,925 | Closed |
|
|
GC
60
Gruss & Co
West Palm Beach,
Florida
| – | -$138K | -11,000 | Closed |
|
|
FMP
61
Financial Management Professionals
Austin,
Texas
| – | -$57K | -4,549 | Closed |
|
|
ASN
62
Advisory Services Network
Atlanta,
Georgia
| – | -$35K | -2,838 | Closed |
|
63
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -483 | Closed |
|