PDX

PIMCO Dynamic Income Strategy Fund

66 hedge funds and large institutions have $260M invested in PIMCO Dynamic Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
20
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$49.4M 3,308,441 +1,079,756 +48%
RCM
2
Rivernorth Capital Management
Florida
$33.9M 2,271,858 -19,900 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$25.6M 1,715,328 -92,498 -5%
UBS Group
4
UBS Group
Switzerland
$25.5M 1,705,347 +100,196 +6%
PAIM
5
Punch & Associates Investment Management
Minnesota
$16.1M 1,075,711 -109,924 -9%
AW
6
Atlas Wealth
Ohio
$14.7M 982,764 +982,764 New
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$13.1M 877,746 +50,939 +6%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$11.7M 783,798 +22,695 +3%
HCM
9
Hollencrest Capital Management
California
$6.81M 455,777
Wells Fargo
10
Wells Fargo
California
$6.66M 445,681 +43,042 +11%
AAM
11
Advisors Asset Management
Colorado
$6.25M 418,635 +53,182 +15%
Bank of America
12
Bank of America
North Carolina
$6.03M 403,591 +2,887 +0.7%
CAN
13
Cetera Advisor Networks
California
$5.22M 349,458 +2,707 +0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.79M 320,433 +778 +0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.25M 284,538 +108,490 +62%
Stifel Financial
16
Stifel Financial
Missouri
$3.76M 251,356 +7,589 +3%
Cohen & Steers
17
Cohen & Steers
New York
$2.82M 188,986 +44,095 +30%
MC
18
Matisse Capital
Oregon
$2.42M 162,000
Truist Financial
19
Truist Financial
North Carolina
$1.62M 108,308 -942 -0.9%
FFA
20
First Foundation Advisors
California
$1.53M 102,318 -1,816 -2%
TCA
21
Transcend Capital Advisors
New Jersey
$1.35M 90,301
WS
22
Wedbush Securities
California
$1.09M 73,113 -3,153 -4%
Invesco
23
Invesco
Georgia
$1.06M 70,786 -11,826 -14%
QC
24
Quantedge Capital
Singapore
$1.06M 70,721 -117,834 -62%
RVPG
25
Relative Value Partners Group
$973K 65,134 -37,296 -36%