PIMCO Dynamic Income Strategy Fund
PDX
50 hedge funds and large institutions have $63.2M invested in PIMCO Dynamic Income Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 49 → 50 (+1)
1.59% more ownership
Funds ownership: 21.26% → 22.85% (+1.6%)
5% less capital invested
Capital invested by funds: $66.9M → $63.2M (-$3.66M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.63M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$859K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$822K |
| 4 |
Rockefeller Capital Management
New York
|
+$461K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.16M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$771K |
| 3 |
Cohen & Steers
New York
|
-$746K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$521K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$408K |
PDX Hedge Fund Activity: Q3 2020 in Review
50 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2020, worth a combined $63.2M — down 5.5% from $66.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PDX positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $4.63M. The largest seller was Morgan Stanley, cutting an estimated $1.16M.
- 50 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2020, up from 49 in Q2 2020.
- Funds reported $63.2M of PIMCO Dynamic Income Strategy Fund stock for Q3 2020, down 5.5% quarter-over-quarter.
- 6 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2020 and 5 closed out, a net change of +1 holder.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2020 was Punch & Associates Investment Management, an estimated $4.63M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2020 was Morgan Stanley, an estimated $1.16M sold.
Based on aggregated 13F filings for Q3 2020.