PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

26 hedge funds and large institutions have $82.3M invested in PIMCO Dynamic Income Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$27.5M
2
UBS Group
UBS Group
Switzerland
$18.6M
3
Stifel Financial
Stifel Financial
Missouri
$1.85M
4
Wells Fargo
Wells Fargo
California
$6.16M
5
FFA
First Foundation Advisors
California
$10.9M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$691K
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
FIA
FNY Investment Advisers
New York
$52K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.5M +$9.34M +475,819 +51%
UBS Group
2
UBS Group
Switzerland
$18.6M +$3.76M +191,474 +25%
FFA
3
First Foundation Advisors
California
$10.9M +$626K +31,887 +6%
TAM
4
Tocqueville Asset Management
New York
$9M +$127K +6,473 +1%
Wells Fargo
5
Wells Fargo
California
$6.16M +$1.55M +78,995 +34%
Bank of America
6
Bank of America
North Carolina
$3.88M +$502K +25,598 +15%
Stifel Financial
7
Stifel Financial
Missouri
$1.85M +$1.85M +94,342 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.16M +$485K +24,740 +72%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$691K -$116K -5,889 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$471K +$471K +24,023 New
WC
11
Weil Company
California
$357K +$357K +18,190 New
WS
12
Wedbush Securities
California
$338K +$128K +6,500 +61%
WAM
13
Wolverine Asset Management
Illinois
$308K +$308K +15,703 New
Creative Planning
14
Creative Planning
Kansas
$294K +$294K +15,000 New
SCA
15
Snowden Capital Advisors
New York
$260K – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$215K +$215K +10,960 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$110K +$41.3K +2,100 +60%
GWM
18
Geneos Wealth Management
Colorado
$102K – – –
PGAM
19
Princeton Global Asset Management
New Jersey
$89K +$89K +4,542 New
FIA
20
FNY Investment Advisers
New York
$52K -$5.95K -308 -10%
AG
21
Advisor Group
Arizona
$39K +$32.7K +1,677 +519%
SF
22
Synovus Financial
Georgia
$10K +$10K +502 New
FWM
23
Focused Wealth Management
New York
$7K – – –
NFG
24
Next Financial Group
Texas
$2K +$2K +102 New
RCM
25
Rivernorth Capital Management
Florida
$637 +$637 +32,466 New
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