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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$37.7M
2
Bank of America
Bank of America
North Carolina
$57.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.64M
4
RCM
Rivernorth Capital Management
Florida
$0
5
Cohen & Steers
Cohen & Steers
New York
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$359K -$12.1K -604 -3%
Creative Planning
102
Creative Planning
Kansas
$349K +$83.8K +4,174 +32%
FAAS
103
First Allied Advisory Services
California
$348K +$44.9K +2,236 +15%
AWA
104
Arete Wealth Advisors
Illinois
$346K +$826 +41 +0.2%
BAM
105
Bruderman Asset Management
New York
$338K -$4.52K -225 -1%
JWCA
106
J.W. Cole Advisors
Florida
$317K +$317K +15,809 New
SWM
107
SeaCrest Wealth Management
New York
$307K -$13.9K -694 -4%
MML Investors Services
108
MML Investors Services
Massachusetts
$306K -$20.4K -1,019 -6%
CTB
109
Country Trust Bank
Illinois
$301K – – –
UR
110
USCA RIA
Texas
$288K +$288K +14,345 New
LNC
111
Lincoln National Corp
Pennsylvania
$283K -$384K -19,114 -58%
HCM
112
Hollencrest Capital Management
California
$263K +$51.4K +2,565 +24%
CFGS
113
Concourse Financial Group Securities
Alabama
$261K +$11.2K +553 +4%
AWM
114
AllSquare Wealth Management
New York
$257K +$171K +8,500 +198%
CAN
115
Claraphi Advisory Network
United States
$252K +$4.83K +241 +2%
RA
116
RFG Advisory
Alabama
$229K -$2.71K -135 -1%
GG
117
GenWealth Group
New Jersey
$226K – – –
AMC
118
Asset Management Corp
Illinois
$221K +$3.34K +166 +2%
CS
119
Comerica Securities
Michigan
$215K -$87.3K -4,307 -29%
FG
120
Fiduciary Group
Georgia
$203K -$4.02K -200 -2%
SNT
121
Security National Trust
West Virginia
$151K – – –
LWCFA
122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K – – –
WLPWM
123
Walled Lake Planning & Wealth Management
Illinois
$106K +$106K +5,275 New
FFA
124
Founders Financial Alliance
North Carolina
$106K +$106K +5,428 New
US Bancorp
125
US Bancorp
Minnesota
$103K -$84.3K -4,189 -45%
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5
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