PIMCO Dynamic Income Strategy Fund
PDX
76 hedge funds and large institutions have $508M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
9% more funds holding
Funds holding: 70 → 76 (+6)
7% more capital invested
Capital invested by funds: $473M → $508M (+$35.3M)
1.09% more ownership
Funds ownership: 49.91% → 50.99% (+1.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.44M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$4.44M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.34M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$4.07M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
-$5.77M |
| 2 |
RVPG
Relative Value Partners Group
|
-$4.21M |
| 3 |
SCM
Saba Capital Management
New York
|
-$3.71M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$2.11M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.9M |
PDX Hedge Fund Activity: Q2 2024 in Review
76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Strategy Fund (PDX) for Q2 2024, worth a combined $508M — up 7.5% from $473M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDX positions and 5 closed out — a net gain of 7 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.44M. The largest seller was Almitas Capital, cutting an estimated $5.77M.
- 76 institutional investors held PIMCO Dynamic Income Strategy Fund (PDX) as of Q2 2024, up from 70 in Q1 2024.
- Funds reported $508M of PIMCO Dynamic Income Strategy Fund stock for Q2 2024, up 7.5% quarter-over-quarter.
- 12 funds opened new PIMCO Dynamic Income Strategy Fund positions in Q2 2024 and 5 closed out, a net change of +7 holders.
- The largest PIMCO Dynamic Income Strategy Fund buyer in Q2 2024 was Morgan Stanley, an estimated $9.44M added.
- The largest PIMCO Dynamic Income Strategy Fund seller in Q2 2024 was Almitas Capital, an estimated $5.77M sold.
Based on aggregated 13F filings for Q2 2024.