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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-40,746-47.3%45,419$945.62KQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+12,91712,917$268.93KQ2 2026Sep 02, 2026
Almitas Capital LlcBuy+8,003+1.5%549,495$11.44MQ2 2026Aug 17, 2026
Punch & Associates Investment Management, Inc.Sell-151,036-17.7%701,289$14.60MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+93,587+9.8%1,047,230$21.80MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+75,45375,453$1.57MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+54,66354,663$1.14MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcSell-37,088-3.3%1,101,509$22.93MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+30,510+20.4%179,862$3.74MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+23,788+2.4%1,002,602$20.87MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+21,497+2.8%793,540$16.52MQ2 2026Aug 14, 2026
Css Llc/IlBuy+12,96012,960$269.83KQ2 2026Aug 14, 2026
Alpine Global Management, LlcBuy+10,26810,268$213.78KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,5508,550$178.01KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,740+7.1%71,649$1.49MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+2,784+0.8%341,810$7.12MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+1,500+15.0%11,500$239.63KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-1,200-1.6%74,633$1.55MQ2 2026Aug 14, 2026
&PartnersBuy+835+8.4%10,780$224.44KQ2 2026Aug 14, 2026
First Foundation AdvisorsSell-165-0.5%35,036$729.45KQ2 2026Aug 14, 2026
Flatrock Wealth Partners LlcBuy+11+0.1%13,586$284.67KQ2 2026Aug 14, 2026
Morgan StanleySell-35,462-3.9%879,336$18.31MQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+24,13524,135$502.00KQ2 2026Aug 13, 2026
Ubs Group AgBuy+16,750+1.7%1,016,475$21.16MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+12,249+19.7%74,369$1.55MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+11,351+36.3%42,628$887.52KQ2 2026Aug 13, 2026
Hollencrest Capital ManagementBuy+5,065+1.0%489,829$10.20MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-4,465-18.4%19,779$411.80KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-2,701-36.5%4,696$97.77KQ2 2026Aug 13, 2026
Islay Capital Management, LlcBuy+19+0.1%16,047$334.11KQ2 2026Aug 13, 2026
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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.