PIMCO Dynamic Income Strategy Fund
PDX
70 hedge funds and large institutions have $473M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 10 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
6% more capital invested
Capital invested by funds: $448M → $473M (+$24.8M)
3% more funds holding
Funds holding: 68 → 70 (+2)
0.97% more ownership
Funds ownership: 48.93% → 49.91% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$11.4M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.08M |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
+$2.61M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.46M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.94M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.84M |
| 3 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$2.49M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.38M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$200K | -9,755 | Closed |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$61.4K | -3,000 | Closed |
|
|
FWM
78
Focused Wealth Management
Newburgh,
New York
| – | -$7.17K | -350 | Closed |
|
|
BTI
79
Blue Trust Inc
Alpharetta,
Georgia
| – | -$5K | -250 | Closed |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| – | -$2.13K | -104 | Closed |
|
PDX Hedge Fund Activity: Q1 2024 in Review
70 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2024, worth a combined $473M — up 5.5% from $448M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDX positions and 10 closed out — a net gain of 2 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $9.94M.
- 70 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2024, up from 68 in Q4 2023.
- Funds reported $473M of PIMCO Dynamic Income Strategy Fund stock for Q1 2024, up 5.5% quarter-over-quarter.
- 12 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2024 and 10 closed out, a net change of +2 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $11.4M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.94M sold.
Based on aggregated 13F filings for Q1 2024.