PIMCO Dynamic Income Strategy Fund
PDX
58 hedge funds and large institutions have $148M 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, 25 reducing their positions, and 7 closing their positions.
12% more capital invested
Capital invested by funds: $133M → $148M (+$15.3M)
0% more funds holding
Funds holding: 58 → 58 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2.2% less ownership
Funds ownership: 28.74% → 26.54% (-2.2%)
24% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
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 |
QC
Quantedge Capital
Singapore
|
-$4.2M |
| 3 |
TAM
Tocqueville Asset Management
New York
|
-$3.41M |
| 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
58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2021, worth a combined $148M — up 12% from $133M a quarter earlier.
Fund positioning in PDX was balanced in Q2 2021: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 25 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.
- 58 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $148M of PIMCO Dynamic Income Strategy Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 7 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2021 and 7 closed out, a net change of 0 holders.
- 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.