PCI

PIMCO Dynamic Credit and Mortgage Income Fund
PCI

Overview Fund Activity
Delisted

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

Back to rankings

154 hedge funds and large institutions have $533M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
60
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$19.6M
2
HCM
2
Howland Capital Management
Massachusetts
$13.2M
3
LPL Financial
3
LPL Financial
California
$9.77M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.24M
5
AAS
5
Avantax Advisory Services
Texas
$1.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$37.7M
2
Bank of America
2
Bank of America
North Carolina
$57.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.64M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.06M -$65.4K -3,256 -6%
HKAM
52
Horizon Kinetics Asset Management
New York
$1.03M -$186K -9,234 -15%
IWM
53
IHT Wealth Management
Illinois
$989K +$749K +37,326 +312%
5L
54
55I LLC
Massachusetts
$979K -$13.7K -684 -1%
BRWM
55
B. Riley Wealth Management
Tennessee
$949K +$517K +25,758 +120%
SWP
56
Stratos Wealth Partners
Ohio
$914K +$12.9K +645 +1%
KPWS
57
Kestra Private Wealth Services
Texas
$904K +$904K +50,539 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$900K -$15.8K -789 -2%
Citigroup
59
Citigroup
New York
$896K +$215K +10,712 +32%
KAS
60
Kestra Advisory Services
Texas
$895K +$895K +44,592 New
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$853K +$78.5K +3,946 +10%
CWM
62
Cornerstone Wealth Management
Missouri
$822K -$197K -9,819 -19%
CC
63
Claybrook Capital
Massachusetts
$751K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$688K -$1.06M -52,834 -61%
AC
65
Avestar Capital
New York
$685K +$57.1K +3,000 +9%
CF
66
Centaurus Financial
California
$679K -$58.4K -2,908 -8%
EW
67
Evoke Wealth
California
$673K -$41.5K -2,045 -6%
CAN
68
Cetera Advisor Networks
California
$673K +$8.22K +409 +1%
GC
69
Guggenheim Capital
Illinois
$669K -$447K -22,242 -40%
SC
70
Scotia Capital
Ontario, Canada
$662K +$12.9K +641 +2%
AWM
71
AE Wealth Management
Kansas
$626K -$1.33M -66,451 -68%
GBA
72
Garrison Bradford & Associates
New York
$626K – – –
SCA
73
Sage Capital Advisors
South Dakota
$602K +$17.4K +865 +3%
MMA
74
Miracle Mile Advisors
California
$592K +$169K +8,427 +40%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$585K +$36K +1,796 +7%
1 2
3
4 5