PIMCO Dynamic Income Strategy Fund
PDX
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.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
10% more funds holding
Funds holding: 73 → 80 (+7)
10% more capital invested
Capital invested by funds: $539M → $590M (+$51.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.55% less ownership
Funds ownership: 51.05% → 50.51% (-0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$13.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.38M |
| 3 |
Walleye Capital
New York
|
+$6.27M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.89M |
| 5 |
Cohen & Steers
New York
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$21.1M |
| 2 |
Morgan Stanley
New York
|
-$9.43M |
| 3 |
AGM
Alpine Global Management
New York
|
-$3.23M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.08M |
| 5 |
RC
Rareview Capital
Las Vegas,
Nevada
|
-$2.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
76
Continuum Advisory
Eagle,
Idaho
| $26.1K | +$25K | +1,000 | New |
|
|
FFA
77
Farther Finance Advisors
San Francisco,
California
| $15.7K | +$15K | +600 | New |
|
78
US Bancorp
Minneapolis,
Minnesota
| $13.1K | – | – | – |
|
|
AG
79
AmeriFlex Group
Las Vegas,
Nevada
| $11.5K | +$11K | +440 | New |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| $11.1K | – | – | – |
|
81
HighTower Advisors
Chicago,
Illinois
| – | -$1.34M | -56,482 | Closed |
|
|
1CP
82
1607 Capital Partners
Richmond,
Virginia
| – | -$305K | -12,922 | Closed |
|
83
Corient Private Wealth
Miami,
Florida
| – | -$295K | -12,504 | Closed |
|
|
TNA
84
True North Advisors
Dallas,
Texas
| – | -$228K | -9,683 | Closed |
|
85
Bessemer Group
Woodbridge,
New Jersey
| – | -$35K | -1,485 | Closed |
|
|
FIA
86
FNY Investment Advisers
New York
| – | -$11K | -500 | Closed |
|
|
PGAM
87
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$9.27K | -393 | Closed |
|
|
CPA
88
Clear Point Advisors
Melville,
New York
| – | -$6.52K | -276 | Closed |
|
PDX Hedge Fund Activity: Q4 2024 in Review
80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2024, worth a combined $590M — up 9.5% from $539M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PDX positions and 8 closed out — a net gain of 8 holders — while 25 added to existing stakes and 20 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $13.4M. The largest seller was Sit Investment Associates, cutting an estimated $21.1M.
- 80 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2024, up from 73 in Q3 2024.
- Funds reported $590M of PIMCO Dynamic Income Strategy Fund stock for Q4 2024, up 9.5% quarter-over-quarter.
- 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2024 and 8 closed out, a net change of +8 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2024 was Saba Capital Management, an estimated $13.4M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2024 was Sit Investment Associates, an estimated $21.1M sold.
Based on aggregated 13F filings for Q4 2024.