PIMCO Dynamic Income Strategy Fund
PDX
59 hedge funds and large institutions have $152M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $133M → $152M (+$18.8M)
2% more funds holding
Funds holding: 58 → 59 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.57% less ownership
Funds ownership: 28.74% → 27.16% (-1.6%)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.53M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$729K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$650K |
| 4 |
Morgan Stanley
New York
|
+$641K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$597K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.52M |
| 2 |
TAM
Tocqueville Asset Management
New York
|
-$3.41M |
| 3 |
QC
Quantedge Capital
Singapore
|
-$1.47M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.32M |
| 5 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$996K |
PDX Hedge Fund Activity: Q2 2021 in Review
59 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2021, worth a combined $152M — up 14% from $133M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PDX positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 26 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $2.53M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.52M.
- 59 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2021, up from 58 in Q1 2021.
- Funds reported $152M of PIMCO Dynamic Income Strategy Fund stock for Q2 2021, up 14% quarter-over-quarter.
- 7 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2021 and 6 closed out, a net change of +1 holder.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2021 was Punch & Associates Investment Management, an estimated $2.53M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $4.52M sold.
Based on aggregated 13F filings for Q2 2021.