PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

58 hedge funds and large institutions have $265M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
2
Increased
15
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$64.6M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$17M
3
Bank of America
3
Bank of America
North Carolina
$6.55M
4
RCM
4
Rivernorth Capital Management
Florida
$33.8M
5
AAM
5
Advisors Asset Management
Colorado
$6.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.32M
3
QC
3
Quantedge Capital
Singapore
$0
4
RVPG
4
Relative Value Partners Group
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
51
Sit Investment Associates
Minnesota
$57K 3,914 -7,816 -67%
FIA
52
FNY Investment Advisers
New York
$46K 3,200 – –
EC
53
Elequin Capital
New York
$27.5K 1,886 -589 -24%
Lazard Asset Management
54
Lazard Asset Management
New York
– – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$9.13K 625 -400 -39%
FWM
56
Focused Wealth Management
New York
$5.11K 350 – –
ASN
57
Advisory Services Network
Georgia
$1.52K 104 – –
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$182 12,511 -361 -3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$15 1 +1 New
QC
60
Quantedge Capital
Singapore
– – -70,721 Closed
RVPG
61
Relative Value Partners Group
– – -65,134 Closed
HighTower Advisors
62
HighTower Advisors
Illinois
– – -57,601 Closed
AC
63
Almitas Capital
California
– – -31,550 Closed
AWM
64
Activest Wealth Management
Florida
– – -13,935 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– – -11,797 Closed
DADC
66
D.A. Davidson & Co
Montana
– – -11,775 Closed
First Manhattan
67
First Manhattan
New York
– – -2,000 Closed
PFA
68
Pathway Financial Advisers
Indiana
– – -1,250 Closed
Bessemer Group
69
Bessemer Group
New Jersey
– – -1,057 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
1 2
3