PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

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
Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.07%
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

1
SCM
1
Saba Capital Management
New York
$178M
2
Wells Fargo
2
Wells Fargo
California
$10.2M
3
Walleye Capital
3
Walleye Capital
New York
$7.13M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.92M
5
Cohen & Steers
5
Cohen & Steers
New York
$30.5M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$19.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$22M
3
AGM
3
Alpine Global Management
New York
$653K
4
AAM
4
Advisors Asset Management
Colorado
$9.81M
5
RC
5
Rareview Capital
Nevada
$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$390K +$2.46K +94 +0.6%
LPL Financial
52
LPL Financial
California
$368K -$18.1K -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 -$13.1K -500 -4%
SWM
57
Spire Wealth Management
Virginia
$264K +$56.7K +2,170 +27%
MCM
58
MAI Capital Management
Ohio
$261K +$261K +10,000 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$253K -$54K -2,066 -18%
WSWA
60
Warren Street Wealth Advisors
California
$235K – – –
TC
61
TownSquare Capital
Utah
$235K – – –
EW
62
Evoke Wealth
California
$234K +$2.69K +101 +1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$233K +$233K +8,930 New
IA
64
IFG Advisory
Georgia
$223K +$223K +8,550 New
SC
65
Sapient Capital
Indiana
$220K +$220K +8,272 New
CG
66
Cynosure Group
Utah
$210K +$210K +8,027 New
CF
67
Convergence Financial
Missouri
$203K +$203K +7,753 New
CCG
68
Catalina Capital Group
California
$203K +$203K +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 +$118K +4,500 New
FP
72
Financial Perspectives
Minnesota
$84.7K +$84.7K +3,240 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$83.2K +$66.9K +2,560 +410%
VC
74
Vestor Capital
Illinois
$65K – – –
NA
75
NewEdge Advisors
Louisiana
$55.7K +$575 +22 +1%
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