PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

70 hedge funds and large institutions have $473M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
25
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$20.9M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$27.3M
3
CL
3
Choreo LLC
Illinois
$2.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.8M
5
AWM
5
Avior Wealth Management
Nebraska
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.3M
2
Wells Fargo
2
Wells Fargo
California
$3.13M
3
HCM
3
Hollencrest Capital Management
California
$7.02M
4
CAN
4
Cetera Advisor Networks
California
$593K
5
UBS Group
5
UBS Group
Switzerland
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$289K +$16K +756 +6%
RJA
52
Raymond James & Associates
Florida
$289K -$101K -4,772 -26%
DAS
53
Dynamic Advisor Solutions
Arizona
$264K +$264K +12,427 New
Verition Fund Management
54
Verition Fund Management
Connecticut
$255K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$246K -$24K -1,130 -9%
HH
56
Hilltop Holdings
Texas
$246K -$8.48K -400 -3%
OC
57
Oppenheimer & Co
New York
$238K +$238K +11,200 New
TNA
58
True North Advisors
Texas
$230K +$230K +10,846 New
AF
59
Allworth Financial
California
$201K +$53K +2,500 +36%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$159K +$159K +7,500 New
SPIA
61
Steward Partners Investment Advisory
New York
$145K +$7.72K +364 +6%
AA
62
Ancora Advisors
Ohio
$106K – – –
VC
63
Vestor Capital
Illinois
$53K – – –
NA
64
NewEdge Advisors
Louisiana
$32.9K +$339 +16 +1%
PS
65
Principal Securities
Iowa
$31K – – –
Bessemer Group
66
Bessemer Group
New Jersey
$28K +$6.52K +306 +30%
SWM
67
Spire Wealth Management
Virginia
$18.6K -$357K -16,853 -95%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$13.3K – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$10.6K – – –
PGAM
70
Princeton Global Asset Management
New Jersey
$8.34K – – –
KACA
71
Kayne Anderson Capital Advisors
California
– -$735K -35,900 Closed
MC
72
Matisse Capital
Oregon
– -$614K -30,000 Closed
Invesco
73
Invesco
Georgia
– -$361K -17,633 Closed
RJFSA
74
Raymond James Financial Services Advisors
Florida
– -$285K -13,932 Closed
LPL Financial
75
LPL Financial
California
– -$230K -11,240 Closed
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