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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rivernorth Capital Management, Llc, Almitas Capital Llc, Saba Capital Management, L.P., Advisors Asset Management, Inc., and Punch & Associates Investment Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +77,493 | +8.8% | 953,643 | $21.04M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -458 | -9.2% | 4,539 | $79.32K | Q1 2026 | Jul 01, 2026 |
| Bank Of America Corp | Buy | +149,447 | +24.0% | 772,043 | $17.03M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +8,775 | +73.1% | 20,775 | $458.30K | Q1 2026 | May 18, 2026 |
| Rivernorth Capital Management, Llc | Sell | -460,415 | -28.8% | 1,138,597 | $25.12M | Q1 2026 | May 15, 2026 |
| Almitas Capital Llc | Buy | +390,232 | +258.0% | 541,492 | $11.95M | Q1 2026 | May 15, 2026 |
| Saba Capital Management, L.P. | Sell | -380,043 | -5.6% | 6,416,087 | $141.54M | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | Buy | +339,026 | — | 339,026 | $7.48M | Q1 2026 | May 15, 2026 |
| Punch & Associates Investment Management, Inc. | Sell | -203,276 | -19.3% | 852,325 | $18.80M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +186,037 | +25.5% | 914,798 | $20.18M | Q1 2026 | May 15, 2026 |
| Cohen & Steers, Inc. | Buy | +59,000 | +6.1% | 1,021,789 | $22.54M | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, Llc | Buy | +49,164 | — | 49,164 | $1.08M | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +21,943 | — | 21,943 | $484.06K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +18,343 | +1.9% | 978,814 | $21.59M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +18,049 | — | 18,049 | $398.59K | Q1 2026 | May 15, 2026 |
| Brown Advisory Inc | Buy | +12,022 | — | 12,022 | $265.20K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -11,883 | -15.1% | 66,909 | $1.48M | Q1 2026 | May 15, 2026 |
| Family Manage Llc | Sell | -11,657 | -25.4% | 34,252 | $755.60K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -11,452 | -7.9% | 133,055 | $2.94M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +9,945 | — | 9,945 | $219.38K | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, Llc | Sell | -5,347 | -5.8% | 86,165 | $1.90M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -3,422 | -14.7% | 19,844 | $437.76K | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +294 | +0.4% | 75,833 | $1.67M | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +86,418 | +137.3% | 149,352 | $3.29M | Q1 2026 | May 14, 2026 |
| Northern Trust Corp | Buy | +49,079 | — | 49,079 | $1.08M | Q1 2026 | May 14, 2026 |
| Cynosure Group, Llc | Buy | +10,158 | — | 10,158 | $224.08K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -5,800 | -8.5% | 62,120 | $1.37M | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors Llc | Sell | -683 | -5.3% | 12,206 | $269.26K | Q1 2026 | May 14, 2026 |
| Islay Capital Management, Llc | Buy | +152 | +1.0% | 16,028 | $353.58K | Q1 2026 | May 14, 2026 |
| First Trust Advisors Lp | Buy | +15,705 | +15.2% | 118,998 | $2.63M | Q1 2026 | May 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.