PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

68 hedge funds and large institutions have $448M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
18
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.8M
2
SIA
2
Sit Investment Associates
Minnesota
$8.39M
3
Cohen & Steers
3
Cohen & Steers
New York
$22.4M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$25.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
UBS Group
2
UBS Group
Switzerland
$18.3M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$26M
5
CAN
5
Cetera Advisor Networks
California
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$245K -$4.1K -200 -2%
LPL Financial
52
LPL Financial
California
$230K +$230K +11,240 New
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$200K +$200K +9,755 New
AF
54
Allworth Financial
California
$143K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$133K +$39.7K +1,937 +43%
AA
56
Ancora Advisors
Ohio
$102K – – –
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$77.8K +$77.8K +3,800 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$61.4K -$20.5K -1,000 -25%
VC
59
Vestor Capital
Illinois
$51K – – –
NA
60
NewEdge Advisors
Louisiana
$31.4K +$348 +17 +1%
PS
61
Principal Securities
Iowa
$30K +$30K +1,463 New
Bessemer Group
62
Bessemer Group
New Jersey
$21K +$21K +1,009 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$12.8K -$18.2K -890 -59%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$10.2K – – –
PGAM
65
Princeton Global Asset Management
New Jersey
$8.05K – – –
FWM
66
Focused Wealth Management
New York
$7.17K – – –
BTI
67
Blue Trust Inc
Georgia
$5K +$5K +250 New
ASN
68
Advisory Services Network
Georgia
$2.13K +$2.13K +104 New
AW
69
Atlas Wealth
Ohio
– -$19M -957,836 Closed
Allspring Global Investments
70
Allspring Global Investments
North Carolina
– -$6.7M -337,694 Closed
IA
71
Icon Advisers
Colorado
– -$1.33M -67,000 Closed
HA
72
HC Advisors
Georgia
– -$1.21M -60,820 Closed
MML Investors Services
73
MML Investors Services
Massachusetts
– -$353K -17,791 Closed
SOA
74
Sea Otter Advisors
Florida
– -$306K -15,413 Closed
First Trust Advisors
75
First Trust Advisors
Illinois
– -$280K -14,120 Closed
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