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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139 hedge funds and large institutions have $797M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
16
Increased
54
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NSLI
Nan Shan Life Insurance
Taiwan
+$66.8M
2
Morgan Stanley
Morgan Stanley
New York
+$16.2M
3
CIM
Chiron Investment Management
New York
+$7.96M
4
LPL Financial
LPL Financial
California
+$3.23M
5
Wells Fargo
Wells Fargo
California
+$2.09M

Top Sellers

1
HCM
Hilton Capital Management
New York
-$19.3M
2
RCM
Rivernorth Capital Management
Florida
-$16.1M
3
UBS Group
UBS Group
Switzerland
-$10.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.76M
5
VIA
Vident Investment Advisory
Georgia
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
101
Bridgeworth
Alabama
$210K +$210K +9,100 New
FPCP
102
Fort Point Capital Partners
California
$206K +$206K +9,000 New
BAM
103
Belpointe Asset Management
Nevada
$201K -$144K -6,300 -42%
IWP
104
Icon Wealth Partners
Texas
$178K – – –
US Bancorp
105
US Bancorp
Minnesota
$175K -$2.86K -125 -2%
BWL
106
Bogart Wealth LLC
Virginia
$145K – – –
APA
107
American Portfolios Advisors
New York
$145K +$30.8K +1,347 +27%
SNT
108
Security National Trust
West Virginia
$114K – – –
AF
109
Advisornet Financial
Minnesota
$109K – – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$104K – – –
ST
111
Smithfield Trust
Pennsylvania
$103K – – –
FHA
112
First Horizon Advisors
Tennessee
$91K -$22.5K -992 -20%
ASN
113
Advisory Services Network
Georgia
$88K +$1.64K +72 +2%
SEI Investments
114
SEI Investments
Pennsylvania
$85K +$24.9K +1,088 +41%
APP
115
Avantax Planning Partners
Iowa
$72K +$72K +3,157 New
VCM
116
Versant Capital Management
Arizona
$68K – – –
CPIG
117
Chicago Partners Investment Group
Illinois
$58K +$1.24K +54 +2%
IP
118
Intellectus Partners
California
$56K +$1.23K +53 +2%
SPIA
119
Steward Partners Investment Advisory
New York
$51K – – –
EWM
120
Edge Wealth Management
New York
$46K – – –
JA
121
JOYN Advisors
Georgia
$46K +$46K +2,000 New
PMFA
122
Plante Moran Financial Advisors
Michigan
$40K – – –
PFP
123
Pinnacle Financial Partners
Tennessee
$32K +$32K +1,400 New
NSIM
124
North Star Investment Management
Illinois
$30K – – –
RWP
125
RWA Wealth Partners
Massachusetts
$29K +$29K +1,270 New
3 4
5
6 7