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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+77,493+8.8%953,643$21.04MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpSell-458-9.2%4,539$79.32KQ1 2026Jul 01, 2026
Bank Of America CorpBuy+149,447+24.0%772,043$17.03MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+8,775+73.1%20,775$458.30KQ1 2026May 18, 2026
Rivernorth Capital Management, LlcSell-460,415-28.8%1,138,597$25.12MQ1 2026May 15, 2026
Almitas Capital LlcBuy+390,232+258.0%541,492$11.95MQ1 2026May 15, 2026
Saba Capital Management, L.P.Sell-380,043-5.6%6,416,087$141.54MQ1 2026May 15, 2026
Advisors Asset Management, Inc.Buy+339,026—339,026$7.48MQ1 2026May 15, 2026
Punch & Associates Investment Management, Inc.Sell-203,276-19.3%852,325$18.80MQ1 2026May 15, 2026
Morgan StanleyBuy+186,037+25.5%914,798$20.18MQ1 2026May 15, 2026
Cohen & Steers, Inc.Buy+59,000+6.1%1,021,789$22.54MQ1 2026May 15, 2026
Navis Wealth Advisors, LlcBuy+49,164—49,164$1.08MQ1 2026May 15, 2026
Quantinno Capital Management LpBuy+21,943—21,943$484.06KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+18,343+1.9%978,814$21.59MQ1 2026May 15, 2026
Cerity Partners LlcBuy+18,049—18,049$398.59KQ1 2026May 15, 2026
Brown Advisory IncBuy+12,022—12,022$265.20KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-11,883-15.1%66,909$1.48MQ1 2026May 15, 2026
Family Manage LlcSell-11,657-25.4%34,252$755.60KQ1 2026May 15, 2026
Focus Partners WealthSell-11,452-7.9%133,055$2.94MQ1 2026May 15, 2026
&PartnersBuy+9,945—9,945$219.38KQ1 2026May 15, 2026
1607 Capital Partners, LlcSell-5,347-5.8%86,165$1.90MQ1 2026May 15, 2026
Harbour Investments, Inc.Sell-3,422-14.7%19,844$437.76KQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Buy+294+0.4%75,833$1.67MQ1 2026May 15, 2026
Raymond James Financial IncBuy+86,418+137.3%149,352$3.29MQ1 2026May 14, 2026
Northern Trust CorpBuy+49,079—49,079$1.08MQ1 2026May 14, 2026
Cynosure Group, LlcBuy+10,158—10,158$224.08KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-5,800-8.5%62,120$1.37MQ1 2026May 14, 2026
Regal Investment Advisors LlcSell-683-5.3%12,206$269.26KQ1 2026May 14, 2026
Islay Capital Management, LlcBuy+152+1.0%16,028$353.58KQ1 2026May 14, 2026
First Trust Advisors LpBuy+15,705+15.2%118,998$2.63MQ1 2026May 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.