PIMCO Dynamic Income Strategy Fund
PDX- Exchange
- NYSE
- SEC CIK
- 0001756908
In the last 90 days, PIMCO Dynamic Income Strategy Fund insiders filed 2 open-market purchases and 6 sales; 106 institutions reported holding it in 13F filings for Q2 2026, worth $450.2M in total; no superinvestor holds it.
Q4 2022 vs. Q3 2022
How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 63 | 3 | 67 | +7 |
| Shares | 15.3M | 44.9K | 17.4M | +2.14M (+14.0%) |
| Value | $207.7M | $607.0K | $259.9M | +$52.8M (+25.5%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 982,764 | $14.7M | 3.96% |
| HighTower Advisors, LLC | 57,601 | $861.0K | 0.00% |
| JPMorgan Chase & Co | 15,067 | $225.0K | 0.00% |
| Susquehanna International Group, LLP | 11,797 | $176.2K | 0.00% |
| First Republic Investment Management, Inc. | 10,691 | $159.7K | 0.00% |
| Elequin Capital LP | 2,475 | $37.0K | 0.01% |
| First Manhattan Co | 2,000 | $29.9K | 0.00% |
| Pathway Financial Advisers, LLC | 1,250 | $18.7K | 0.01% |
| Advisory Services Network, LLC | 104 | $1.55K | 0.00% |
Sold out (2)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Wolverine Asset Management LLC | 9,005 | $121.0K |
| Wagner Wealth Management, LLC | 3,900 | $53.0K |
Not filed for Q4 2022 yet (3)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Hightower 6M Holding, LLC | 44,655 | $604.0K |
| Covington Capital Management | 225 | $3.00K |
| FourThought Financial, LLC | 17 | $0 |