PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

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.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
25
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$20.9M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$27.3M
3
CL
3
Choreo LLC
Illinois
$2.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.8M
5
AWM
5
Avior Wealth Management
Nebraska
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.3M
2
Wells Fargo
2
Wells Fargo
California
$3.13M
3
HCM
3
Hollencrest Capital Management
California
$7.02M
4
CAN
4
Cetera Advisor Networks
California
$593K
5
UBS Group
5
UBS Group
Switzerland
$16.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
– – -9,755 Closed
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
– – -3,000 Closed
FWM
78
Focused Wealth Management
New York
– – -350 Closed
BTI
79
Blue Trust Inc
Georgia
– – -250 Closed
ASN
80
Advisory Services Network
Georgia
– – -104 Closed
CFGS
81
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4