PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

73 hedge funds and large institutions have $539M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
6
Increased
32
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$37.7M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$4.82M
3
UBS Group
3
UBS Group
Switzerland
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.9M
5
AAM
5
Advisors Asset Management
Colorado
$11.8M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$148M
2
AW
2
Atlas Wealth
Ohio
$0
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$8.65M
4
AC
4
Almitas Capital
California
$0
5
Walleye Capital
5
Walleye Capital
New York
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
– -$293K -13,153 Closed
WN
77
Williams & Novak
California
– -$280K -12,577 Closed
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
– -$224K -10,046 Closed
Baird Financial Group
79
Baird Financial Group
Wisconsin
– -$214K -9,612 Closed
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
– -$188K -8,445 Closed
PS
81
Principal Securities
Iowa
– -$32.6K -1,463 Closed
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
– -$11.1K -500 Closed
1 2 3
4