PIMCO DYNAMIC INCOME STRAT (PDX) Institutional Ownership Changes & 13F Activity
PIMCO DYNAMIC INCOME STRAT (PDX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Punch & Associates Investment Management, Inc., Wells Fargo & Company/Mn, Invesco Ltd., Susquehanna International Group, Llp, and 1607 Capital Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -40,746 | -47.3% | 45,419 | $945.62K | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +12,917 | — | 12,917 | $268.93K | Q2 2026 | Sep 02, 2026 |
| Almitas Capital Llc | Buy | +8,003 | +1.5% | 549,495 | $11.44M | Q2 2026 | Aug 17, 2026 |
| Punch & Associates Investment Management, Inc. | Sell | -151,036 | -17.7% | 701,289 | $14.60M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +93,587 | +9.8% | 1,047,230 | $21.80M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +75,453 | — | 75,453 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +54,663 | — | 54,663 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Sell | -37,088 | -3.3% | 1,101,509 | $22.93M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +30,510 | +20.4% | 179,862 | $3.74M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +23,788 | +2.4% | 1,002,602 | $20.87M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +21,497 | +2.8% | 793,540 | $16.52M | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Buy | +12,960 | — | 12,960 | $269.83K | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, Llc | Buy | +10,268 | — | 10,268 | $213.78K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +8,550 | — | 8,550 | $178.01K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,740 | +7.1% | 71,649 | $1.49M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +2,784 | +0.8% | 341,810 | $7.12M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +1,500 | +15.0% | 11,500 | $239.63K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -1,200 | -1.6% | 74,633 | $1.55M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +835 | +8.4% | 10,780 | $224.44K | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Sell | -165 | -0.5% | 35,036 | $729.45K | Q2 2026 | Aug 14, 2026 |
| Flatrock Wealth Partners Llc | Buy | +11 | +0.1% | 13,586 | $284.67K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -35,462 | -3.9% | 879,336 | $18.31M | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Buy | +24,135 | — | 24,135 | $502.00K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +16,750 | +1.7% | 1,016,475 | $21.16M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +12,249 | +19.7% | 74,369 | $1.55M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +11,351 | +36.3% | 42,628 | $887.52K | Q2 2026 | Aug 13, 2026 |
| Hollencrest Capital Management | Buy | +5,065 | +1.0% | 489,829 | $10.20M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -4,465 | -18.4% | 19,779 | $411.80K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -2,701 | -36.5% | 4,696 | $97.77K | Q2 2026 | Aug 13, 2026 |
| Islay Capital Management, Llc | Buy | +19 | +0.1% | 16,047 | $334.11K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about PDX activity
Which institutional owners are buying PDX?
Institutional owners buying PDX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PDX activity?
"Buy" means an investor increased their reported position in PDX compared to the prior reporting period. This reflects growing exposure to PIMCO DYNAMIC INCOME STRAT (PDX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PDX increasing?
Institutional interest in PDX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.