PCI

PIMCO Dynamic Credit and Mortgage Income Fund
PCI

Overview Fund Activity
Delisted

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

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153 hedge funds and large institutions have $575M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
63
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.3M
2
UBS Group
UBS Group
Switzerland
+$3.35M
3
SWM
Stockman Wealth Management
Montana
+$2.11M
4
BAM
Belpointe Asset Management
Nevada
+$2.1M
5
AG
Advisor Group
Arizona
+$1.99M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$100M
2
MGAM
McGowan Group Asset Management
Texas
-$9.64M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.94M
4
FFA
First Foundation Advisors
California
-$3.18M
5
LPL Financial
LPL Financial
California
-$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Claybrook Capital
Massachusetts
$1.16M – – –
MA
52
Mutual Advisors
Nebraska
$1.11M +$113K +4,622 +11%
Citigroup
53
Citigroup
New York
$1.05M +$46.9K +1,915 +5%
EW
54
Evoke Wealth
California
$1.04M +$1.04M +42,263 New
BAM
55
Bruderman Asset Management
New York
$1.02M +$36.6K +1,445 +4%
GBA
56
Garrison Bradford & Associates
New York
$1.01M – – –
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.01M +$30.5K +1,247 +3%
LNC
58
Lincoln National Corp
Pennsylvania
$970K -$120K -4,887 -11%
CAN
59
Cetera Advisor Networks
California
$945K -$16.1K -658 -2%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$873K +$82.9K +3,384 +10%
FM
61
Family Management
New York
$802K -$595K -24,289 -43%
COLIM
62
City of London Investment Management
United Kingdom
$794K – – –
LGWM
63
Litman Gregory Wealth Management
California
$791K -$61.2K -2,500 -7%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$737K -$338K -13,809 -31%
ICA
65
Infrastructure Capital Advisors
New York
$729K – – –
KA
66
Kovack Advisors
Florida
$692K +$44.6K +1,822 +7%
RJT
67
Raymond James Trust
Florida
$683K – – –
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$683K +$128K +5,247 +23%
SC
69
Scotia Capital
Ontario, Canada
$671K – – –
SF
70
Synovus Financial
Georgia
$666K -$60.7K -2,476 -8%
SS
71
Sunbelt Securities
Texas
$663K +$145K +5,936 +28%
CTB
72
Country Trust Bank
Illinois
$612K -$245K -10,000 -29%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$611K +$8.47K +346 +1%
SWP
74
Stratos Wealth Partners
Ohio
$587K – – –
BRWA
75
B. Riley Wealth Advisors
Florida
$583K +$133K +5,448 +30%
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