PIMCO Dynamic Income Strategy Fund
PDX
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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
25% more capital invested
Capital invested by funds: $208M → $260M (+$52.2M)
6% more funds holding
Funds holding: 62 → 66 (+4)
4.69% more ownership
Funds ownership: 34.32% → 39.02% (+4.7%)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$16.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.65M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.52M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$875K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quantedge Capital
Singapore
|
-$1.79M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.67M |
| 3 |
Morgan Stanley
New York
|
-$1.4M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$630K |
| 5 |
RVPG
Relative Value Partners Group
|
-$566K |
PDX Hedge Fund Activity: Q4 2022 in Review
66 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q4 2022, worth a combined $260M — up 25% from $208M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PDX positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $16.4M. The largest seller was Quantedge Capital, cutting an estimated $1.79M.
- 66 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q4 2022, up from 62 in Q3 2022.
- Funds reported $260M of PIMCO Dynamic Income Strategy Fund stock for Q4 2022, up 25% quarter-over-quarter.
- 9 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q4 2022 and 2 closed out, a net change of +7 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q4 2022 was Saba Capital Management, an estimated $16.4M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q4 2022 was Quantedge Capital, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2022.