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 %
CPIG
76
Chicago Partners Investment Group
Illinois
$575K +$8.64K +344 +2%
AC
77
Avestar Capital
New York
$559K +$559K +22,846 New
CAN
78
Claraphi Advisory Network
United States
$524K +$13K +533 +3%
NFG
79
Next Financial Group
Texas
$517K +$22.2K +908 +4%
CA
80
Cornerstone Advisory
Maryland
$490K – – –
BPWA
81
Beacon Pointe Wealth Advisors
California
$490K +$490K +20,000 New
AFP
82
Ausdal Financial Partners
Iowa
$487K -$3.11K -127 -0.6%
SPC
83
Sigma Planning Corp
Michigan
$484K +$36.4K +1,486 +8%
WWM
84
Western Wealth Management
Colorado
$455K +$144K +5,895 +46%
M&T Bank
85
M&T Bank
New York
$449K +$170K +6,939 +61%
MML Investors Services
86
MML Investors Services
Massachusetts
$439K -$63.9K -2,611 -13%
DWT
87
Dorsey & Whitney Trust
South Dakota
$438K – – –
AWA
88
Arete Wealth Advisors
Illinois
$418K – – –
5L
89
55I LLC
Massachusetts
$408K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$400K +$8.82K +360 +2%
SCA
91
Sage Capital Advisors
South Dakota
$371K +$93.4K +3,816 +34%
RIA
92
Regal Investment Advisors
Michigan
$368K +$49.2K +2,011 +15%
OC
93
Oppenheimer & Co
New York
$359K +$514 +21 +0.1%
SWM
94
SeaCrest Wealth Management
New York
$342K -$18.2K -742 -5%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$330K +$172 +7 +0.1%
Creative Planning
96
Creative Planning
Kansas
$312K +$1.91K +78 +0.6%
AWM
97
AE Wealth Management
Kansas
$308K +$56.3K +2,300 +22%
Cerity Partners
98
Cerity Partners
New York
$292K -$65.5K -2,675 -18%
RA
99
RFG Advisory
Alabama
$284K -$73.4K -3,001 -21%
NL
100
NWAM LLC
Washington
$281K -$246K -10,049 -47%
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