PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

60 hedge funds and large institutions have $206M invested in PIMCO Dynamic Income Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
5
Increased
21
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$11.8M
2
RJA
2
Raymond James & Associates
Florida
$4.45M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$9.05M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.24M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$5.08M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$34.6M
2
CAN
2
Cetera Advisor Networks
California
$5.02M
3
WAM
3
Wolverine Asset Management
Illinois
$316K
4
Morgan Stanley
4
Morgan Stanley
New York
$17M
5
TAM
5
Tocqueville Asset Management
New York
$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$104K +$14.9K +1,000 +17%
SW
52
SVB Wealth
Massachusetts
$101K +$1.27K +86 +1%
AA
53
Ancora Advisors
Ohio
$74K – – –
FIA
54
FNY Investment Advisers
New York
$47K +$47K +3,200 New
SWM
55
Spire Wealth Management
Virginia
$44K -$244K -16,313 -85%
SPIA
56
Steward Partners Investment Advisory
New York
$39K +$10.6K +717 +37%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$15K -$15.4K -1,055 -51%
Bessemer Group
58
Bessemer Group
New Jersey
$14K +$857 +58 +7%
PFS
59
Prospera Financial Services
Texas
$6K +$6K +413 New
FWM
60
Focused Wealth Management
New York
$5K – – –
RJFSA
61
Raymond James Financial Services Advisors
Florida
– -$922K -71,572 Closed
Walleye Capital
62
Walleye Capital
New York
– -$589K -45,694 Closed
VF
63
Virtu Financial
New York
– -$302K -23,420 Closed
WC
64
Weil Company
California
– -$246K -19,074 Closed
Jane Street
65
Jane Street
New York
– -$230K -17,831 Closed
TSS
66
Two Sigma Securities
New York
– -$207K -16,034 Closed
MIG
67
Mariner Investment Group
New York
– -$158K -12,260 Closed
Walleye Trading
68
Walleye Trading
New York
– -$137K -10,655 Closed
AIA
69
Arbor Investment Advisors
North Carolina
– -$130K -10,085 Closed
BFO
70
Biltmore Family Office
North Carolina
– -$129K -10,000 Closed
QC
71
Quent Capital
New York
– -$129K -10,000 Closed
SCA
72
Snowden Capital Advisors
New York
– -$17K -1,335 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$10K -814 Closed
AAP
74
Arax Advisory Partners
Colorado
– -$6K -450 Closed
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