Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO DYNAMIC INCOME STRATEG (PDX)

91 + Investors. Track Smart Money conviction in PDX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — PDX

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PDX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
91 hedge funds hold PDX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

47 buying44 selling
Last quarter: 47 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new PDX position: 14 → 11 → 13 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 18% medium 29% new
49 out of 91 hedge funds have held PDX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -27%

Value
-27%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

17 → 14 → 11 → 13 → 24 new funds/Q
New funds entering each quarter: 14 → 11 → 13 → 24. A growing number of institutions are discovering PDX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 11% 1-2yr 32% new
Of 91 current holders: 52 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
9 of 91 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PDX

How many hedge funds hold PDX — quarterly history vs. share price
Quarterly hedge fund ownership of PDX vs. share price

Market Analysis: PDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: PDX
2026 Q1 Stats Unlock in 21 days 91 + Investors

Track Smart Money conviction in PDX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 84 8.33%
13F Shares 22M 22M -3.76%
Total Value $406M $558M -27.36%
New Positions 24 13 +11
Increased Positions 23 33 -10
Closed Positions 17 10 +7
Reduced Positions 27 17 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Revenue (ttm) --
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Institutional Holders (2026 Q1)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PDX. Verified SEC 13F-HR filings.

Top 25 institutional holders of PDX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 1.30% 90,004 $2.2M
2 Investment Management Trust, LLC 0.36% 16,740 $369K
3 Noble Wealth Management PBC 0.34% 30,600 $675K
4 Stolper Co 0.15% 40,357
5 Abel Hall, LLC 0.07% 15,000 $331K
6 ELEVATION POINT WEALTH PARTNERS, LLC 0.04% 75,833 $1.7M
7 EVOLVE PRIVATE WEALTH, LLC 0.03% 23,945 $528K
8 Essex Financial Services, Inc. 0.02% 17,750 $392K
9 SPIREPOINT PRIVATE CLIENT, LLC 0.02% 10,321 $228K
10 Cornerstone Wealth Management, LLC 0.02% 15,421 $340K
11 WEDBUSH SECURITIES INC 0.01% 21,700
12 Cornerstone National Bank & Trust Co 0.01% 1,500 $32K
13 Wealth Science Advisors LLC 0.01% 964 $18K
14 Concurrent Investment Advisors, LLC 0.01% 34,450 $760K
15 CoreCap Advisors, LLC 0.01% 8,467 $187K
16 OPPENHEIMER & CO INC 0.00% 18,503 $408K
17 FNY Investment Advisers, LLC 0.00% 500
18 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% 4,500 $99K
19 Janney Montgomery Scott LLC 0.00% 16,275
20 TRUIST FINANCIAL CORP 0.00% 29,665 $654K
21 HIGHLINE WEALTH PARTNERS LLC 0.00% 150 $3K
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 18,189 $385K
23 Spire Wealth Management 0.00% 875 $19K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 14,047 $310K
25 IFP Advisors, Inc 0.00% 525 $12K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO DYNAMIC INCOME STRATEG (PDX)

What does the Smart Money Trend signal show for PDX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PDX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PDX?

Slight buying edge — 52% buying: Last quarter: 47 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PDX holders?

Strong quality — 23% AUM from major funds: 9 of 91 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PDX?

54% of holders stayed for 2+ years: 49 out of 91 hedge funds have held PDX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.