PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

61 hedge funds and large institutions have $439M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
19
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$137M
2
WJWM
Williams Jones Wealth Management
New York
$24.5M
3
Cohen & Steers
Cohen & Steers
New York
$16.9M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$20.5M
5
AC
Almitas Capital
California
$6.04M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$6.7M
2
RCM
Rivernorth Capital Management
Florida
$38.2M
3
MC
Matisse Capital
Oregon
$0
4
CAN
Cetera Advisor Networks
California
$4.26M
5
Wells Fargo
Wells Fargo
California
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$139K – – –
AA
52
Ancora Advisors
Ohio
$99.2K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$90.1K -$3.97K -200 -4%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$79.3K +$79.3K +4,000 New
FIA
55
FNY Investment Advisers
New York
$63K – – –
VC
56
Vestor Capital
Illinois
$50K +$50K +2,500 New
NA
57
NewEdge Advisors
Louisiana
$30.1K -$471K -23,729 -94%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$30K +$17.6K +890 +142%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$9.92K +$9.92K +500 New
PGAM
60
Princeton Global Asset Management
New Jersey
$7.79K -$210K -10,596 -96%
FWM
61
Focused Wealth Management
New York
$6.94K – – –
MC
62
Matisse Capital
Oregon
– -$2.55M -162,000 Closed
WAM
63
Wolverine Asset Management
Illinois
– -$1.3M -82,490 Closed
HighTower Advisors
64
HighTower Advisors
Illinois
– -$835K -53,083 Closed
CA
65
Cornerstone Advisors
North Carolina
– -$541K -34,302 Closed
CCP
66
Clough Capital Partners
Massachusetts
– -$378K -23,968 Closed
QL
67
Quarry LP
New York
– -$360K -22,868 Closed
CA
68
Cetera Advisors
Colorado
– -$276K -17,500 Closed
LPL Financial
69
LPL Financial
California
– -$260K -16,514 Closed
Walleye Capital
70
Walleye Capital
New York
– -$258K -16,395 Closed
PAG
71
Private Advisor Group
New Jersey
– -$255K -15,275 Closed
IA
72
IFG Advisory
Georgia
– -$179K -11,384 Closed
Bessemer Group
73
Bessemer Group
New Jersey
– -$16K -1,019 Closed
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