PIMCO Dynamic Income Strategy Fund
PDX
60 hedge funds and large institutions have $206M invested in PIMCO Dynamic Income Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 14 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
20% more capital inflows, than outflows
Capital inflows: $16.1M | Capital outflows: $13.4M
0.17% more ownership
Funds ownership: 30.97% → 31.14% (+0.17%)
15% less funds holding
Funds holding: 71 → 60 (-11)
28% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 29
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.47M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$3.19M |
| 3 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.61M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.29M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$898K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.34M |
| 2 |
Cetera Advisor Networks
El Segundo,
California
|
-$1.2M |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
-$1.15M |
| 4 |
Morgan Stanley
New York
|
-$948K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$922K |
PDX Hedge Fund Activity: Q1 2022 in Review
60 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q1 2022, worth a combined $206M — up 16% from $178M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PDX and 5 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 21 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $3.47M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.34M.
- 60 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q1 2022, down from 71 in Q4 2021.
- Funds reported $206M of PIMCO Dynamic Income Strategy Fund stock for Q1 2022, up 16% quarter-over-quarter.
- 5 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q1 2022 and 14 closed out, a net change of -9 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $3.47M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q1 2022 was Rivernorth Capital Management, an estimated $2.34M sold.
Based on aggregated 13F filings for Q1 2022.