Pimco Dynamic Income Strateg (PDX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of PDX (all 13F filers)
- Saba Capital Management6.4 MInvestment firm0
- Rivernorth Capital Management1.1 MType not verified−37 K
- Thomas J. Herzfeld Advisors1.1 MType not verified−158 K
- Wells Fargo1.0 MBank or trading desk+94 K
- Cohen & Steers1.0 MInvestment firm0
- UBS Group1.0 MBank or trading desk+17 K
- Royal Bank of Canada1.0 MBank or trading desk+24 K
- Morgan Stanley879 KBank or trading desk−35 K
- Williams Jones Wealth Management838 KWealth adviser−16 K
- Bank of America794 KBank or trading desk+21 K
- Shares
- 6.4 M
- Change
- 0
See more
- Type
- Investment firm
- Value
- $134M
- Shares
- 1.1 M
- Change
- −37 K
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- Type
- Type not verified
- Value
- $22.9M
- Thomas J. Herzfeld Advisors
- Shares
- 1.1 M
- Change
- −158 K
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- Type
- Type not verified
- Value
- $22.8M
- Shares
- 1.0 M
- Change
- +94 K
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- Type
- Bank or trading desk
- Value
- $21.8M
- Shares
- 1.0 M
- Change
- 0
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- Type
- Investment firm
- Value
- $21.3M
- Shares
- 1.0 M
- Change
- +17 K
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- Type
- Bank or trading desk
- Value
- $21.2M
- Shares
- 1.0 M
- Change
- +24 K
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- Type
- Bank or trading desk
- Value
- $20.9M
- Shares
- 879 K
- Change
- −35 K
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- Type
- Bank or trading desk
- Value
- $18.3M
- Shares
- 838 K
- Change
- −16 K
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- Type
- Wealth adviser
- Value
- $17.4M
- Shares
- 794 K
- Change
- +21 K
See more
- Type
- Bank or trading desk
- Value
- $16.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Saba Capital Management14.35%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 13, 2026
- Saba Capital Management14.35%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 15, 2026
- Saba Capital Management15.2%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 12, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.