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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

PCI was delisted on the 10th of December, 2021.

187 hedge funds and large institutions have $576M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 183187 (+4)

3% more capital invested

Capital invested by funds: $559M → $576M (+$17.1M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
27
Increased
57
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.62M +$74.3K +3,426 +2%
CBA
27
Coastal Bridge Advisors
Connecticut
$3.21M -$1.03M -47,457 -25%
PAG
28
Private Advisor Group
New Jersey
$2.74M +$223K +10,296 +9%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$2.56M +$142K +6,540 +6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.49M +$450K +20,749 +23%
SCM
31
Seascape Capital Management
New Hampshire
$2.48M +$983K +45,310 +69%
Stifel Financial
32
Stifel Financial
Missouri
$2.36M -$683K -31,489 -23%
LDFR
33
Lehman & Derafelo Financial Resources
Pennsylvania
$2.13M
GSWM
34
Golden State Wealth Management
California
$1.98M +$8.74K +403 +0.5%
WS
35
Wedbush Securities
California
$1.81M +$180K +8,297 +11%
MC
36
Mathes Company
New York
$1.77M -$70.5K -3,250 -4%
ACP
37
Aviance Capital Partners
Florida
$1.73M -$124K -5,723 -7%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.7M -$13K -597 -0.8%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.7M +$50.5K +2,330 +3%
OPS
40
Orion Portfolio Solutions
Nebraska
$1.57M -$76.5K -3,527 -5%
EGA
41
E&G Advisors
Texas
$1.54M
SXL
42
Summit X LLC
Missouri
$1.52M -$80.7K -3,720 -5%
BRWM
43
B. Riley Wealth Management
Tennessee
$1.52M +$42.3K +1,949 +3%
SPIA
44
Steward Partners Investment Advisory
New York
$1.45M +$753K +34,725 +114%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.34M -$9.42K -434 -0.7%
SWP
46
Stratos Wealth Partners
Ohio
$1.3M +$246K +11,347 +24%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$6.02M -277,657 -83%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.24M +$163K +7,495 +16%
RA
49
Riverstone Advisors
Texas
$1.23M -$58.4K -2,690 -5%
MCP
50
Mirador Capital Partners
California
$1.19M +$18.9K +873 +2%

PCI Hedge Fund Activity: Q1 2021 in Review

187 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) for Q1 2021, worth a combined $576M — up 3.1% from $559M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PCI positions and 19 closed out — a net gain of 8 holders — while 57 added to existing stakes and 62 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $8.56M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $6.02M.

  • 187 institutional investors held PIMCO Dynamic Credit and Mortgage Income Fund (PCI) as of Q1 2021, up from 183 in Q4 2020.
  • Funds reported $576M of PIMCO Dynamic Credit and Mortgage Income Fund stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 27 funds opened new PIMCO Dynamic Credit and Mortgage Income Fund positions in Q1 2021 and 19 closed out, a net change of +8 holders.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund buyer in Q1 2021 was Penserra Capital Management, an estimated $8.56M added.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund seller in Q1 2021 was Northwestern Mutual Wealth Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2021.