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PCI

PIMCO Dynamic Credit and Mortgage Income Fund
PCI

Delisted

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

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182 hedge funds and large institutions have $613M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

19% more funds holding

Funds holding: 153 → 182 (+29)

7% more capital invested

Capital invested by funds: $575M → $613M (+$37.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
182
Holders Change
+29
Holders Change %
+18.95%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
59
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.2M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$4.5M
3
Truist Financial
Truist Financial
North Carolina
+$2.62M
4
LPL Financial
LPL Financial
California
+$1.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$970K

Top Sellers

Rank Fund Capital Flow
1
GSWM
Golden State Wealth Management
California
-$2.02M
2
EWM
Edge Wealth Management
New York
-$1.28M
3
GC
Guggenheim Capital
Illinois
-$1.21M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.08M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$900K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Secure Asset Management
Michigan
$400K +$399K +15,885 New
RIG
102
Ramiah Investment Group
Wisconsin
$392K +$390K +15,548 New
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$387K +$387K +15,437 New
RIA
104
Regal Investment Advisors
Michigan
$386K +$6.35K +253 +2%
CTB
105
Country Trust Bank
Illinois
$378K -$251K -10,000 -40%
SWM
106
SeaCrest Wealth Management
New York
$354K +$2.46K +98 +0.7%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$341K +$326 +13 +0.1%
RA
108
RFG Advisory
Alabama
$332K +$39K +1,555 +13%
OFG
109
OTA Financial Group
New York
$331K +$331K +13,173 New
ATFA
110
All Terrain Financial Advisors
Minnesota
$321K +$50.2K +2,000 +19%
UCFA
111
United Capital Financial Advisors
Texas
$314K +$312K +12,442 New
FAAS
112
First Allied Advisory Services
California
$307K +$305K +12,167 New
FIA
113
FNY Investment Advisers
New York
$306K +$127K +5,073 +72%
TAM
114
Townsend Asset Management
North Carolina
$306K +$305K +12,148 New
Cerity Partners
115
Cerity Partners
New York
$301K – – –
SF
116
Synovus Financial
Georgia
$299K -$387K -15,399 -57%
SS
117
Simplicity Solutions
Minnesota
$296K +$72.6K +2,892 +33%
NL
118
NWAM LLC
Washington
$289K -$301 -12 -0.1%
MWP
119
MYCIO Wealth Partners
Pennsylvania
$288K – – –
CS
120
Comerica Securities
Michigan
$282K +$51.2K +2,039 +22%
BWM
121
Benchmark Wealth Management
Connecticut
$272K +$271K +10,811 New
BCA
122
Biltmore Capital Advisors
New Jersey
$270K +$50.2K +2,000 +23%
HCM
123
Hollencrest Capital Management
California
$266K – – –
AAS
124
Avantax Advisory Services
Texas
$265K +$267K +10,625 New
Citadel Advisors
125
Citadel Advisors
Florida
$262K +$261K +10,414 New
3 4
5
6 7

PCI Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) for Q4 2019, worth a combined $613M — up 6.5% from $575M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PCI positions and 11 closed out — a net gain of 31 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $2.02M sold.

  • 182 institutional investors held PIMCO Dynamic Credit and Mortgage Income Fund (PCI) as of Q4 2019, up from 153 in Q3 2019.
  • Funds reported $613M of PIMCO Dynamic Credit and Mortgage Income Fund stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 42 funds opened new PIMCO Dynamic Credit and Mortgage Income Fund positions in Q4 2019 and 11 closed out, a net change of +31 holders.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $10.2M added.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund seller in Q4 2019 was Golden State Wealth Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2019.