Who Owns PDX?
PIMCO Dynamic Income Strategy Fund — Institutional Ownership & 13F Holdings
$21.09
+0.14 (+0.67%)
Market Cap
$898.7M
Shares Outstanding
44,706,949
Institutional Holders
81
Total Inst. Value
$547.0M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
18
Closed Positions
13
Increased
33
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Saba Capital Management, L.P. | $185.1M | 7,541,934 |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $42.5M | 1,732,791 |
| 3 | Thomas J. Herzfeld Advisors, Inc. | $40.3M | 1,641,558 |
| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $30.8M | 1,255,780 |
| 5 | COHEN & STEERS, INC. | $30.0M | 1,221,776 |
| 6 | UBS Group AG | $26.5M | 1,079,136 |
| 7 | Williams Jones Wealth Management, LLC. | $25.7M | 1,049,190 |
| 8 | ROYAL BANK OF CANADA | $21.4M | 870,618 |
| 9 | WELLS FARGO & COMPANY/MN | $19.0M | 775,236 |
| 10 | MORGAN STANLEY | $18.3M | 747,163 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Saba Capital Management, L.P. | +732K | $185.1M |
| Thomas J. Herzfeld Advisors, Inc. | +148K | $40.3M |
| COHEN & STEERS, INC. | +55K | $30.0M |
| UBS Group AG | +47K | $26.5M |
| WELLS FARGO & COMPANY/MN | +384K | $19.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -238K | $42.5M |
| Pathstone Holdings, LLC | -174K | $3K |
| ROYAL BANK OF CANADA | -130K | $21.4M |
| MORGAN STANLEY | -95K | $18.3M |
| Williams Jones Wealth Management, LLC. | -33K | $25.7M |
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Frequently Asked Questions
How many institutional investors hold PDX?
As of Q1 2025, 81 institutional investors report holding PDX (PIMCO Dynamic Income Strategy Fund) in their 13F filings.
Which hedge fund owns the most PDX?
The largest institutional holder of PDX is Saba Capital Management, L.P. with $185.1M in shares.
Are institutions buying or selling PDX?
This quarter, 18 institutions opened new positions in PDX and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.