PIMCO Dynamic Income Strategy Fund
PDX
58 hedge funds and large institutions have $133M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 11 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.27% less ownership
Funds ownership: 33.01% → 28.74% (-4.3%)
12% less funds holding
Funds holding: 66 → 58 (-8)
62% less capital inflows, than outflows
Capital inflows: $9.33M | Capital outflows: $24.3M
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.48M |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
+$1.32M |
| 3 |
Punch & Associates Investment Management
Edina,
Minnesota
|
+$782K |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$763K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$612K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IEQ Capital
Foster City,
California
|
-$6.07M |
| 2 |
Penserra Capital Management
Orinda,
California
|
-$5.19M |
| 3 |
Landscape Capital Management
Englewood,
New Jersey
|
-$3.5M |
| 4 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.34M |
| 5 |
Tocqueville Asset Management
New York
|
-$2.2M |
PDX Hedge Fund Activity: Q1 2021 in Review
58 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2021, worth a combined $133M — up 12% from $119M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PDX and 4 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 29 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.48M. The largest seller was IEQ Capital, exiting entirely with an estimated $6.07M sold.
- 58 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2021, down from 66 in Q4 2020.
- Funds reported $133M of PIMCO Dynamic Income Strategy Fund stock for Q1 2021, up 12% quarter-over-quarter.
- 4 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2021 and 11 closed out, a net change of -7 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2021 was Royal Bank of Canada, an estimated $2.48M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2021 was IEQ Capital, an estimated $6.07M sold.
Based on aggregated 13F filings for Q1 2021.