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PDX

PIMCO Dynamic Income Strategy Fund
PDX

80 hedge funds and large institutions have $590M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

10% more funds holding

Funds holding: 73 → 80 (+7)

10% more capital invested

Capital invested by funds: $539M → $590M (+$51.4M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.55% less ownership

Funds ownership: 51.05% → 50.51% (-0.55%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$13.4M
2
Wells Fargo
Wells Fargo
California
+$8.38M
3
Walleye Capital
Walleye Capital
New York
+$6.27M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.89M
5
Cohen & Steers
Cohen & Steers
New York
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$21.1M
2
Morgan Stanley
Morgan Stanley
New York
-$9.43M
3
AGM
Alpine Global Management
New York
-$3.23M
4
AAM
Advisors Asset Management
Colorado
-$3.08M
5
RC
Rareview Capital
Nevada
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$390K +$2.35K +94 +0.6%
LPL Financial
52
LPL Financial
California
$368K -$17.3K -693 -5%
RIA
53
Regal Investment Advisors
Michigan
$355K – – –
OC
54
Oppenheimer & Co
New York
$311K – – –
AF
55
Allworth Financial
California
$290K – – –
HH
56
Hilltop Holdings
Texas
$289K -$12.5K -500 -4%
SWM
57
Spire Wealth Management
Virginia
$264K +$54.2K +2,170 +27%
MCM
58
MAI Capital Management
Ohio
$261K +$250K +10,000 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$253K -$51.6K -2,066 -18%
TC
60
TownSquare Capital
Utah
$235K – – –
WSWA
61
Warren Street Wealth Advisors
California
$235K – – –
EW
62
Evoke Wealth
California
$234K +$2.52K +101 +1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$233K +$223K +8,930 New
IA
64
IFG Advisory
Georgia
$223K +$213K +8,550 New
SC
65
Sapient Capital
Indiana
$220K +$207K +8,272 New
CG
66
Cynosure Group
Utah
$210K +$200K +8,027 New
CF
67
Convergence Financial
Missouri
$203K +$194K +7,753 New
CCG
68
Catalina Capital Group
California
$203K +$194K +7,752 New
SPIA
69
Steward Partners Investment Advisory
New York
$187K – – –
AA
70
Ancora Advisors
Ohio
$131K – – –
VHAM
71
Van Hulzen Asset Management
California
$118K +$112K +4,500 New
FP
72
Financial Perspectives
Minnesota
$84.7K +$80.9K +3,240 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$83.2K +$63.9K +2,560 +410%
VC
74
Vestor Capital
Illinois
$65K – – –
NA
75
NewEdge Advisors
Louisiana
$55.7K +$549 +22 +1%
1 2
3
4

PDX Hedge Fund Activity: Q4 2024 in Review

80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2024, worth a combined $590M — up 9.5% from $539M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDX positions and 8 closed out — a net gain of 8 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $13.4M. The largest seller was Sit Investment Associates, cutting an estimated $21.1M.

  • 80 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $590M of PIMCO Dynamic Income Strategy Fund stock for Q4 2024, up 9.5% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2024 was Saba Capital Management, an estimated $13.4M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2024 was Sit Investment Associates, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2024.