Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Dynamic Income Strateg (PDX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — PDX

Based on 101 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
101 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 — +25% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+25% 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 — 59% buying

55 buying39 selling
Last quarter: 55 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 — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 24 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 15% medium ■ 34% new
52 out of 101 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.
🚀

Acceleration phase — new buyers rushing in

14 → 11 → 14 → 24 → 21 new funds/Q
New funds entering each quarter: 11 → 14 → 24 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 14% 1-2yr ■ 33% new
Of 101 current holders: 54 (53%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
12 of 101 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — PDX

In 2026 Q1, 55 hedge funds were net buyers of PDX (21 opened a new position, 34 added to an existing one), while 39 reduced or exited (27 trimmed, 12 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in PDX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 101.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much PDX has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
PDX
-5.5%
XLF
+8.0%

PDX outperformed XLF by -13.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
PDX
-3.2%
XLF
+4.4%

Since the filing became public, PDX outperformed XLF by -7.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: PDX
100 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 100 92 8.7%
13F Shares 22M 22M 1.73%
Total Value $454M $406M 11.98%
New Positions 21 24 -3
Increased Positions 33 23 +10
Closed Positions 13 17 -4
Reduced Positions 27 27 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDX

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Financial Highlights

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Institutional Holders (2026 Q1)

100 + 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:
Top 25 PDX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 9.40% 1,253,348 $27.6M
2 Altium Capital Management LLC 8.28% 157,700 $3.5M
3 Saba Capital Management, L.P. 3.91% 6,416,087 $141.5M
4 Almitas Capital LLC 2.70% 541,492 $11.9M
5 Rareview Capital LLC 1.30% 90,004 $2.2M
6 Rivernorth Capital Management, LLC 1.26% 1,138,597 $25.1M
7 Punch & Associates Investment Management, INC. 1.08% 852,325 $18.8M
8 City of London Investment Management Co Ltd 0.57% 358,918 $7.9M
9 Navis Wealth Advisors, LLC 0.55% 49,164 $1.1M
10 Virtue Asset Management LLC 0.49% 27,956 $617K
11 Hollencrest Capital Management 0.40% 484,764 $10.7M
12 Investment Management Trust, LLC 0.36% 16,740 $369K
13 Noble Wealth Management PBC 0.34% 30,600 $675K
14 Cfo Capital Management LLC 0.25% 13,647 $301K
15 Williams Jones Wealth Management, LLC. 0.23% 853,530 $18.8M
16 Islay Capital Management, LLC 0.18% 16,028 $354K
17 Smith, Moore & CO. 0.14% 87,566 $1.9M
18 1607 Capital Partners, LLC 0.14% 86,165 $1.9M
19 Flatrock Wealth Partners LLC 0.14% 13,575 $301K
20 Advisors Asset Management, Inc. 0.12% 339,026 $7.5M
21 KERR FINANCIAL PLANNING Corp 0.10% 4,539 $79K
22 Family Manage LLC 0.09% 34,252 $756K
23 Adapt Wealth Advisors, LLC 0.08% 10,224 $226K
24 Abel Hall, LLC 0.07% 15,000 $331K
25 Elevation Point Wealth Partners, LLC 0.04% 75,833 $1.7M
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 — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 55 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 — 27% AUM from major funds: 12 of 101 holders rank in the top 100 by AUM, accounting for 27% 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?

51% of holders stayed for 2+ years: 52 out of 101 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 Q1 hedge fund 13F filings?

As of today, PDX has moved -3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -7.6%. Since the quarter end (March 31, 2026), PDX has gained -5.5% vs +8.0% 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.

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.

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