PIMCO Dynamic Income Strategy Fund
PDX
62 hedge funds and large institutions have $208M invested in PIMCO Dynamic Income Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
12% more capital invested
Capital invested by funds: $186M → $208M (+$22M)
3% more funds holding
Funds holding: 60 → 62 (+2)
2.03% more ownership
Funds ownership: 32.29% → 34.32% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$12.2M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.13M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.81M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.44M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.23M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.97M |
| 3 |
RVPG
Relative Value Partners Group
|
-$687K |
| 4 |
QC
Quantedge Capital
Singapore
|
-$683K |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$567K |
PDX Hedge Fund Activity: Q3 2022 in Review
62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2022, worth a combined $208M — up 12% from $186M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PDX positions and 2 closed out — a net gain of 2 holders — while 21 added to existing stakes and 22 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $12.2M. The largest seller was Royal Bank of Canada, cutting an estimated $2.23M.
- 62 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2022, up from 60 in Q2 2022.
- Funds reported $208M of PIMCO Dynamic Income Strategy Fund stock for Q3 2022, up 12% quarter-over-quarter.
- 4 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2022 and 2 closed out, a net change of +2 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2022 was Saba Capital Management, an estimated $12.2M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2022 was Royal Bank of Canada, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2022.