PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

62 hedge funds and large institutions have $300M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
9
Increased
20
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$80.3M
2
RCM
Rivernorth Capital Management
Florida
$37.6M
3
AC
Almitas Capital
California
$1.05M
4
WAM
Wolverine Asset Management
Illinois
$1.3M
5
HighTower Advisors
HighTower Advisors
Illinois
$835K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$23M
2
PAIM
Punch & Associates Investment Management
Minnesota
$17.5M
3
UBS Group
UBS Group
Switzerland
$26.7M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$11.4M
5
Invesco
Invesco
Georgia
$698K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Perigon Wealth Management
California
$183K +$183K +11,600 New
IA
52
IFG Advisory
Georgia
$179K – – –
PGAM
53
Princeton Global Asset Management
New Jersey
$173K -$12.6K -800 -7%
SOA
54
Sea Otter Advisors
Florida
$158K +$158K +10,000 New
AF
55
Allworth Financial
California
$110K – – –
AA
56
Ancora Advisors
Ohio
$78.8K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$74.8K – – –
SIA
58
Sit Investment Associates
Minnesota
$62K – – –
FIA
59
FNY Investment Advisers
New York
$50K – – –
Bessemer Group
60
Bessemer Group
New Jersey
$16K +$16K +1,019 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$9.85K – – –
FWM
62
Focused Wealth Management
New York
$5.52K – – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
– -$197K -13,513 Closed
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
– -$156K -10,691 Closed
EC
65
Elequin Capital
New York
– -$27.5K -1,886 Closed
ASN
66
Advisory Services Network
Georgia
– -$1.52K -104 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– -$15 -1 Closed
Lazard Asset Management
68
Lazard Asset Management
New York
– -$11K – –
1 2
3