PDX Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Pimco Dynamic Income Strateg (PDX) following the 2026 Q2 hedge fund 13F filings?

As of today, PDX has moved -4.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.4% for the XLF sector ETF — an outperformance of -5.8%. Since the quarter end (June 30, 2026), PDX gained -0.1% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Pimco Dynamic Income Strateg (PDX)

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

Smart Money Signals — PDX

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

108 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.

🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 58% buying

53 buying39 selling

Last quarter: 53 funds bought or added vs 39 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.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 24 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 20% medium ■ 26% new

58 out of 108 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.

➡️

Steady discovery — ~18 new funds/quarter

11 → 14 → 24 → 21 → 18 new funds/Q

New funds entering each quarter: 14 → 24 → 21 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 58% veterans vs 30% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 30% new

Entry-cohort mix of 108 holders: 63 (58%) are 2+ year veterans, 13 entered 1–2 years ago, and 32 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

14 of 108 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	108	101	6.93%
13F Shares	22M	22M	-1.33%
Total Value	$422M	$454M	-7.09%
New Positions	18	21	-3
Increased Positions	35	34	+1
Closed Positions	11	12	-1
Reduced Positions	28	27	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

108

101

6.93%

13F Shares

22M

-1.33%

Total Value

$422M

$454M

-7.09%

New Positions

-3

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

108 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PDX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Thomas J. Herzfeld Advisors, Inc.	7.00%	1,095,075	$22.8M
2	Altium Capital Management LLC	6.92%	157,700	$3.3M
3	Saba Capital Management, L.P.	3.43%	6,416,087	$133.6M
4	Almitas Capital LLC	2.74%	549,495	$11.4M
5	Rareview Capital LLC	1.36%	98,718	$2.4M
6	Rivernorth Capital Management, LLC	1.09%	1,101,509	$22.9M
7	Punch & Associates Investment Management, INC.	0.72%	701,289	$14.6M
8	Hollencrest Capital Management	0.66%	489,829	$10.2M
9	Noble Wealth Management PBC	0.48%	51,425	$1.1M
10	Virtue Asset Management LLC	0.41%	27,956	$582K
11	Investment Management Trust, LLC	0.33%	17,871	$372K
12	City of London Investment Management Co Ltd	0.33%	263,425	$5.5M
13	Meadowbrook Wealth Management, LLC	0.26%	11,700	$245K
14	Williams Jones Wealth Management, LLC.	0.20%	837,548	$17.4M
15	Islay Capital Management, LLC	0.15%	16,047	$334K
16	Smith, Moore & CO.	0.12%	88,674	$1.8M
17	Flatrock Wealth Partners LLC	0.11%	13,586	$285K
18	Advisors Asset Management, Inc.	0.11%	341,810	$7.1M
19	Atlas Wealth LLC	0.09%	31,579	$657K
20	KERR FINANCIAL PLANNING Corp	0.09%	4,651	$78K
21	1607 Capital Partners, LLC	0.08%	45,419	$946K
22	Abel Hall, LLC	0.05%	15,000	$312K
23	Lloyd Advisory Services, LLC.	0.05%	6,053	$126K
24	Alpine Global Management, LLC	0.03%	10,268	$214K
25	Cynosure Group, LLC	0.03%	10,347	$215K

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 — 4 quarters in a row: For 4 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 — 58% buying: Last quarter: 53 funds bought or added vs 39 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 — 30% AUM from major funds: 14 of 108 holders rank in the top 100 by AUM, accounting for 30% 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: 58 out of 108 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.

Is it too late to buy Pimco Dynamic Income Strateg (PDX) following the 2026 Q2 hedge fund 13F filings?

As of today, PDX has moved -4.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.4% for the XLF sector ETF — an outperformance of -5.8%. Since the quarter end (June 30, 2026), PDX has gained -0.1% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Pimco Dynamic Income Strateg (PDX)

Smart Money Signals — PDX

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~18 new funds per quarter

54% of holders stayed for 2+ years

Steady discovery — ~18 new funds/quarter

Veteran-anchored — 58% veterans vs 30% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — PDX

Hedge Fund Ownership: PDX

Market Analysis: PDX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PDX

Is It Too Late to Buy Pimco Dynamic Income Strateg (PDX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PDX

Statistics: PDX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pimco Dynamic Income Strateg (PDX)

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