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PDX

PIMCO Dynamic Income Strategy Fund
PDX

16 hedge funds and large institutions have $64.6M invested in PIMCO Dynamic Income Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.93% more ownership

Funds ownership: 0% → 7.93% (+7.9%)

Holders
16
Holders Change
+16
Holders Change %
–
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19M
2
UBS Group
UBS Group
Switzerland
+$15.5M
3
FFA
First Foundation Advisors
California
+$10.8M
4
TAM
Tocqueville Asset Management
New York
+$9.31M
5
Wells Fargo
Wells Fargo
California
+$4.83M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.8M +$19M +924,069 New
UBS Group
2
UBS Group
Switzerland
$15.4M +$15.5M +753,726 New
FFA
3
First Foundation Advisors
California
$10.6M +$10.8M +522,205 New
TAM
4
Tocqueville Asset Management
New York
$9.21M +$9.31M +451,905 New
Wells Fargo
5
Wells Fargo
California
$4.78M +$4.83M +234,617 New
Bank of America
6
Bank of America
North Carolina
$3.5M +$3.54M +171,939 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$837K +$846K +41,097 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$701K +$709K +34,425 New
SCA
9
Snowden Capital Advisors
New York
$269K +$272K +13,230 New
WS
10
Wedbush Securities
California
$218K +$220K +10,700 New
GWM
11
Geneos Wealth Management
Colorado
$106K +$107K +5,210 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$71K +$72.1K +3,500 New
FIA
13
FNY Investment Advisers
New York
$61K +$61.8K +3,000 New
TRCT
14
Tower Research Capital (TRC)
New York
$12K +$11.9K +580 New
AG
15
Advisor Group
Arizona
$7K +$6.65K +323 New
FWM
16
Focused Wealth Management
New York
$7K +$7.21K +350 New

PDX Hedge Fund Activity: Q1 2019 in Review

16 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2019, worth a combined $64.6M.

Buyers outnumbered sellers: 16 funds opened new PDX positions and 0 closed out — a net gain of 16 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $19M.

  • 16 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2019, up from 0 in Q4 2018.
  • Funds reported $64.6M of PIMCO Dynamic Income Strategy Fund stock for Q1 2019.
  • 16 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2019 and 0 closed out, a net change of +16 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2019 was Morgan Stanley, an estimated $19M added.

Based on aggregated 13F filings for Q1 2019.