PIMCO Dynamic Income Strategy Fund
PDX
61 hedge funds and large institutions have $439M invested in PIMCO Dynamic Income Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 12 closing their positions.
46% more capital invested
Capital invested by funds: $300M → $439M (+$139M)
6.99% more ownership
Funds ownership: 42.49% → 49.47% (+7%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
2% less funds holding
Funds holding: 62 → 61 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$30.2M |
| 2 |
WJWM
Williams Jones Wealth Management
New York
|
+$20.8M |
| 3 |
Cohen & Steers
New York
|
+$11.3M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$5.24M |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$9.37M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$7.76M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$2.55M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.15M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.48M |
PDX Hedge Fund Activity: Q3 2023 in Review
61 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q3 2023, worth a combined $439M — up 46% from $300M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PDX and 11 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 19 added.
The largest buyer was Saba Capital Management, adding an estimated $30.2M. The largest seller was Allspring Global Investments, cutting an estimated $9.37M.
- 61 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q3 2023, down from 62 in Q2 2023.
- Funds reported $439M of PIMCO Dynamic Income Strategy Fund stock for Q3 2023, up 46% quarter-over-quarter.
- 11 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q3 2023 and 12 closed out, a net change of -1 holder.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q3 2023 was Saba Capital Management, an estimated $30.2M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q3 2023 was Allspring Global Investments, an estimated $9.37M sold.
Based on aggregated 13F filings for Q3 2023.