PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

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
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

1
Morgan Stanley
Morgan Stanley
New York
$32.4M
2
UBS Group
UBS Group
Switzerland
$21.2M
3
FFA
First Foundation Advisors
California
$13.4M
4
WAM
Wolverine Asset Management
Illinois
$2.31M
5
TAM
Tocqueville Asset Management
New York
$9.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$4.33M
2
FIA
FNY Investment Advisers
New York
$0
3
RCM
Rivernorth Capital Management
Florida
$412
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.4M +$7.92M +452,533 +32%
UBS Group
2
UBS Group
Switzerland
$21.2M +$4.63M +264,153 +28%
FFA
3
First Foundation Advisors
California
$13.4M +$3.67M +209,528 +38%
TAM
4
Tocqueville Asset Management
New York
$9.95M +$1.93M +110,047 +24%
Wells Fargo
5
Wells Fargo
California
$4.33M -$1.16M -66,506 -21%
Bank of America
6
Bank of America
North Carolina
$3.84M +$384K +21,908 +11%
Stifel Financial
7
Stifel Financial
Missouri
$2.63M +$975K +55,557 +59%
WAM
8
Wolverine Asset Management
Illinois
$2.31M +$2.04M +116,388 +741%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.49M +$455K +26,000 +44%
LCM
10
Landscape Capital Management
New Jersey
$1.11M +$1.11M +63,460 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$748K +$132K +7,521 +21%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$687K +$267K +15,225 +63%
EW
13
Evoke Wealth
California
$392K +$392K +21,900 New
WS
14
Wedbush Securities
California
$373K +$72K +4,113 +24%
WC
15
Weil Company
California
$352K +$33.1K +1,886 +10%
Millennium Management
16
Millennium Management
New York
$273K +$273K +15,604 New
Creative Planning
17
Creative Planning
Kansas
$263K – – –
CAN
18
Cetera Advisor Networks
California
$260K +$260K +14,868 New
SCA
19
Snowden Capital Advisors
New York
$233K +$1.72K +98 +0.7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$215K +$23.2K +1,325 +12%
PGAM
21
Princeton Global Asset Management
New Jersey
$182K +$102K +5,745 +126%
DADC
22
D.A. Davidson & Co
Montana
$175K +$175K +10,000 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$100K +$1.81K +103 +2%
GWM
24
Geneos Wealth Management
Colorado
$91K – – –
AF
25
Allworth Financial
California
$41K +$41K +2,329 New
1
2