PIMCO Dynamic Income Strategy Fund
PDX
68 hedge funds and large institutions have $448M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
11% more funds holding
Funds holding: 61 → 68 (+7)
2% more capital invested
Capital invested by funds: $439M → $448M (+$9.41M)
0.54% less ownership
Funds ownership: 49.47% → 48.93% (-0.54%)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.67M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.16M |
| 3 |
Cohen & Steers
New York
|
+$4.7M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$4.04M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$19M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15.6M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$6.7M |
| 4 |
Morgan Stanley
New York
|
-$2.7M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$250K | -12,604 | Closed |
|
|
PWM
77
Perigon Wealth Management
San Francisco,
California
| – | -$230K | -11,600 | Closed |
|
|
FIA
78
FNY Investment Advisers
New York
| – | -$63K | -3,200 | Closed |
|
PDX Hedge Fund Activity: Q4 2023 in Review
68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2023, worth a combined $448M — up 2.1% from $439M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PDX positions and 10 closed out — a net gain of 8 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $7.67M. The largest seller was Atlas Wealth, exiting entirely with an estimated $19M sold.
- 68 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2023, up from 61 in Q3 2023.
- Funds reported $448M of PIMCO Dynamic Income Strategy Fund stock for Q4 2023, up 2.1% quarter-over-quarter.
- 18 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2023 and 10 closed out, a net change of +8 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2023 was Royal Bank of Canada, an estimated $7.67M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2023 was Atlas Wealth, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2023.