PIMCO Dynamic Income Strategy Fund
PDX
58 hedge funds and large institutions have $155M invested in PIMCO Dynamic Income Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
1.29% more ownership
Funds ownership: 27.16% → 28.45% (+1.3%)
2% more capital invested
Capital invested by funds: $152M → $155M (+$3.71M)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
2% less funds holding
Funds holding: 59 → 58 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.47M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.43M |
| 3 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$1.12M |
| 4 |
RVPG
Relative Value Partners Group
|
+$1.03M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$812K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.06M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.53M |
| 3 |
Morgan Stanley
New York
|
-$1M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$637K |
| 5 |
Rockefeller Capital Management
New York
|
-$460K |
PDX Hedge Fund Activity: Q3 2021 in Review
58 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2021, worth a combined $155M — up 2.4% from $152M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PDX and 4 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 22 added.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.47M. The largest seller was UBS Group, cutting an estimated $2.06M.
- 58 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2021, down from 59 in Q2 2021.
- Funds reported $155M of PIMCO Dynamic Income Strategy Fund stock for Q3 2021, up 2.4% quarter-over-quarter.
- 4 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2021 was Parametric Portfolio Associates, an estimated $3.47M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2021 was UBS Group, an estimated $2.06M sold.
Based on aggregated 13F filings for Q3 2021.