PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

76 hedge funds and large institutions have $508M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
28
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
AW
2
Atlas Wealth
Ohio
$4.77M
3
SIA
3
Sit Investment Associates
Minnesota
$26.5M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$34M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.1M

Top Sellers

1
AC
1
Almitas Capital
California
$1.19M
2
RVPG
2
Relative Value Partners Group
$0
3
SCM
3
Saba Capital Management
New York
$153M
4
AWM
4
Avior Wealth Management
Nebraska
$0
5
AAM
5
Advisors Asset Management
Colorado
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$297K +$297K +13,325 New
DAS
52
Dynamic Advisor Solutions
Arizona
$293K +$16.2K +726 +6%
WN
53
Williams & Novak
California
$280K +$280K +12,577 New
OC
54
Oppenheimer & Co
New York
$265K +$15.6K +700 +6%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$264K +$5.74K +258 +2%
IA
56
IFP Advisors
Florida
$261K -$62.3K -2,798 -19%
HH
57
Hilltop Holdings
Texas
$258K – – –
TNA
58
True North Advisors
Texas
$242K – – –
LPL Financial
59
LPL Financial
California
$240K +$240K +10,794 New
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$224K +$224K +10,046 New
AF
61
Allworth Financial
California
$219K – – –
Baird Financial Group
62
Baird Financial Group
Wisconsin
$214K +$214K +9,612 New
WSWA
63
Warren Street Wealth Advisors
California
$201K +$201K +9,000 New
TC
64
TownSquare Capital
Utah
$201K +$201K +9,000 New
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$188K -$139K -6,230 -42%
SPIA
66
Steward Partners Investment Advisory
New York
$164K +$11.1K +500 +7%
SWM
67
Spire Wealth Management
Virginia
$153K +$134K +6,009 +687%
AA
68
Ancora Advisors
Ohio
$111K – – –
VC
69
Vestor Capital
Illinois
$56K – – –
NA
70
NewEdge Advisors
Louisiana
$35.3K +$802 +36 +2%
PS
71
Principal Securities
Iowa
$32.6K – – –
Bessemer Group
72
Bessemer Group
New Jersey
$31K +$1.42K +63 +5%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$13.9K – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$11.1K – – –
US Bancorp
75
US Bancorp
Minnesota
$11.1K +$11.1K +500 New
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