PDX

PIMCO Dynamic Income Strategy Fund

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.

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
29
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$26.9M 2,597,766 -346,170 -12%
UBS Group
2
UBS Group
Switzerland
$16.3M 1,573,046 +63,469 +4%
Morgan Stanley
3
Morgan Stanley
New York
$14.6M 1,413,135 +55,957 +4%
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.83M 756,018 +81,040 +12%
Wells Fargo
5
Wells Fargo
California
$7.19M 694,321 -47,885 -6%
MC
6
Matisse Capital
Oregon
$5.84M 564,558
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.31M 512,942 +256,978 +100%
HCM
8
Hollencrest Capital Management
California
$4.72M 455,636 +108 +0%
TAM
9
Tocqueville Asset Management
New York
$4.26M 411,384 -227,528 -36%
QC
10
Quantedge Capital
Singapore
$4.2M 405,984 -154,778 -28%
FFA
11
First Foundation Advisors
California
$4.18M 403,966 -39,307 -9%
CAN
12
Cetera Advisor Networks
California
$4.11M 396,700 +137,000 +53%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$3.64M 351,857 +33,761 +11%
Bank of America
14
Bank of America
North Carolina
$3.27M 316,227 +29,722 +10%
Truist Financial
15
Truist Financial
North Carolina
$2.3M 221,704 +3,782 +2%
AAM
16
Advisors Asset Management
Colorado
$2.2M 212,595 +35,424 +20%
Stifel Financial
17
Stifel Financial
Missouri
$1.63M 157,395 +28,966 +23%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.07M 103,169 +18 +0%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.02M 98,872 +264 +0.3%
6M
20
6 Meridian
Kansas
$1.02M 98,703 +16,293 +20%
TCA
21
Transcend Capital Advisors
New Jersey
$996K 95,961 +6,027 +7%
WWM
22
Wagner Wealth Management
South Carolina
$962K 92,950 +79,065 +569%
MIG
23
Mariner Investment Group
New York
$891K 86,110 +3,010 +4%
HA
24
HC Advisors
Georgia
$781K 75,413 -8,505 -10%
Invesco
25
Invesco
Georgia
$736K 71,106 +16,239 +30%