PDX

PIMCO Dynamic Income Strategy Fund
PDX

Overview Fund Activity

80 hedge funds and large institutions have $590M invested in PIMCO Dynamic Income Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$178M
2
Wells Fargo
2
Wells Fargo
California
$10.2M
3
Walleye Capital
3
Walleye Capital
New York
$7.13M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.92M
5
Cohen & Steers
5
Cohen & Steers
New York
$30.5M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$19.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$22M
3
AGM
3
Alpine Global Management
New York
$653K
4
AAM
4
Advisors Asset Management
Colorado
$9.81M
5
RC
5
Rareview Capital
Nevada
$560K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$178M 6,810,213 +535,290 +9%
RCM
2
Rivernorth Capital Management
Florida
$51.5M 1,970,498 +4,975 +0.3%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$39M 1,493,089 -40,048 -3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$33.3M 1,274,792 -64,877 -5%
Cohen & Steers
5
Cohen & Steers
New York
$30.5M 1,166,776 +60,000 +5%
WJWM
6
Williams Jones Wealth Management
New York
$28.3M 1,082,365 -53,962 -5%
UBS Group
7
UBS Group
Switzerland
$27M 1,032,425 +33,087 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$26.1M 1,000,118 +41,799 +4%
Morgan Stanley
9
Morgan Stanley
New York
$22M 841,811 -377,870 -31%
SIA
10
Sit Investment Associates
Minnesota
$19.7M 754,166 -843,914 -53%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$18.8M 719,720 -38,608 -5%
Stifel Financial
12
Stifel Financial
Missouri
$13.4M 512,616 +9,717 +2%
Bank of America
13
Bank of America
North Carolina
$11.2M 429,503 -289 -0.1%
Wells Fargo
14
Wells Fargo
California
$10.2M 391,068 +335,644 +606%
AAM
15
Advisors Asset Management
Colorado
$9.81M 375,348 -123,413 -25%
HCM
16
Hollencrest Capital Management
California
$8.64M 330,777 – –
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$8.25M 316,684 -49,921 -14%
Walleye Capital
18
Walleye Capital
New York
$7.13M 272,714 +251,111 +1,162%
CL
19
Choreo LLC
Illinois
$5.1M 194,818 +29,627 +18%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$5.1M 195,022 -13,444 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.92M 149,895 +115,907 +341%
HCI
22
Harraden Circle Investments
New York
$2.94M 112,480 +112,480 New
TCA
23
Transcend Capital Advisors
New Jersey
$2.07M 79,312 -8,236 -9%
SMC
24
Smith, Moore & Co
Missouri
$2.01M 77,104 +5,069 +7%
FFA
25
First Foundation Advisors
California
$1.64M 62,696 -155 -0.2%
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