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PDX

PIMCO Dynamic Income Strategy Fund
PDX

32 hedge funds and large institutions have $97.1M invested in PIMCO Dynamic Income Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

23% more funds holding

Funds holding: 26 → 32 (+6)

18% more capital invested

Capital invested by funds: $82.3M → $97.1M (+$14.8M)

3.36% more ownership

Funds ownership: 10.59% → 13.94% (+3.4%)

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.53M
2
UBS Group
UBS Group
Switzerland
+$4.98M
3
FFA
First Foundation Advisors
California
+$3.95M
4
WAM
Wolverine Asset Management
Illinois
+$2.19M
5
TAM
Tocqueville Asset Management
New York
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.25M
2
RCM
Rivernorth Capital Management
Florida
-$169K
3
FIA
FNY Investment Advisers
New York
-$52K

PDX Hedge Fund Activity: Q3 2019 in Review

32 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2019, worth a combined $97.1M — up 18% from $82.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PDX positions and 1 closed out — a net gain of 6 holders — while 16 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.53M. The largest seller was Wells Fargo, cutting an estimated $1.25M.

  • 32 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2019, up from 26 in Q2 2019.
  • Funds reported $97.1M of PIMCO Dynamic Income Strategy Fund stock for Q3 2019, up 18% quarter-over-quarter.
  • 7 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2019 and 1 closed out, a net change of +6 holders.
  • The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2019 was Morgan Stanley, an estimated $8.53M added.
  • The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2019 was Wells Fargo, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2019.