PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

73 hedge funds and large institutions have $539M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
6
Increased
32
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$37.7M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$4.82M
3
UBS Group
3
UBS Group
Switzerland
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.9M
5
AAM
5
Advisors Asset Management
Colorado
$11.8M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$148M
2
AW
2
Atlas Wealth
Ohio
$0
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$8.65M
4
AC
4
Almitas Capital
California
$0
5
Walleye Capital
5
Walleye Capital
New York
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$310K -$19.1K -809 -6%
1CP
52
1607 Capital Partners
Virginia
$305K +$305K +12,922 New
Corient Private Wealth
53
Corient Private Wealth
Florida
$295K +$295K +12,504 New
OC
54
Oppenheimer & Co
New York
$281K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$277K -$2.74K -116 -1%
HH
56
Hilltop Holdings
Texas
$273K – – –
AF
57
Allworth Financial
California
$248K +$23.6K +1,000 +11%
TNA
58
True North Advisors
Texas
$228K -$27.4K -1,163 -11%
WSWA
59
Warren Street Wealth Advisors
California
$212K – – –
TC
60
TownSquare Capital
Utah
$212K – – –
EW
61
Evoke Wealth
California
$206K +$206K +8,681 New
SWM
62
Spire Wealth Management
Virginia
$187K +$25.1K +1,063 +15%
SPIA
63
Steward Partners Investment Advisory
New York
$169K -$4.72K -200 -3%
AA
64
Ancora Advisors
Ohio
$118K – – –
VC
65
Vestor Capital
Illinois
$59K – – –
NA
66
NewEdge Advisors
Louisiana
$49.7K +$12.4K +524 +33%
Bessemer Group
67
Bessemer Group
New Jersey
$35K +$2.52K +107 +8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$14.7K – – –
US Bancorp
69
US Bancorp
Minnesota
$11.8K – – –
FIA
70
FNY Investment Advisers
New York
$11K +$11K +500 New
IA
71
IFP Advisors
Florida
$10K -$266K -11,277 -96%
PGAM
72
Princeton Global Asset Management
New Jersey
$9.27K – – –
CPA
73
Clear Point Advisors
New York
$6.52K +$6.52K +276 New
AW
74
Atlas Wealth
Ohio
– -$4.77M -208,575 Closed
AC
75
Almitas Capital
California
– -$1.19M -53,223 Closed
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