PDX

PIMCO Dynamic Income Strategy Fund

58 hedge funds and large institutions have $265M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
2
Increased
15
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$64.6M 4,424,926 +1,116,485 +34%
RCM
2
Rivernorth Capital Management
Florida
$33.8M 2,316,171 +44,313 +2%
UBS Group
3
UBS Group
Switzerland
$25.1M 1,718,568 +13,221 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$23.1M 1,580,921 -134,407 -8%
PAIM
5
Punch & Associates Investment Management
Minnesota
$17M 1,163,125 +87,414 +8%
AW
6
Atlas Wealth
Ohio
$14M 961,082 -21,682 -2%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$13.1M 897,563 +19,817 +2%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$10.8M 742,833 -40,965 -5%
HCM
9
Hollencrest Capital Management
California
$6.65M 455,777
AAM
10
Advisors Asset Management
Colorado
$6.58M 450,419 +31,784 +8%
Bank of America
11
Bank of America
North Carolina
$6.55M 448,945 +45,354 +11%
Wells Fargo
12
Wells Fargo
California
$6.54M 448,260 +2,579 +0.6%
CAN
13
Cetera Advisor Networks
California
$4.96M 339,927 -9,531 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.59M 314,551 -5,882 -2%
Stifel Financial
15
Stifel Financial
Missouri
$3.76M 257,443 +6,087 +2%
Cohen & Steers
16
Cohen & Steers
New York
$2.65M 181,173 -7,813 -4%
MC
17
Matisse Capital
Oregon
$2.37M 162,000
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.32M 159,160 -125,378 -44%
FFA
19
First Foundation Advisors
California
$1.75M 119,568 +17,250 +17%
Truist Financial
20
Truist Financial
North Carolina
$1.51M 103,108 -5,200 -5%
TCA
21
Transcend Capital Advisors
New Jersey
$1.31M 89,641 -660 -0.7%
WS
22
Wedbush Securities
California
$1.04M 71,536 -1,577 -2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$984K 67,454 +6,000 +10%
Invesco
24
Invesco
Georgia
$927K 63,526 -7,260 -10%
RJA
25
Raymond James & Associates
Florida
$901K 61,740 -1,002 -2%