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 $669M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
40
Increased
49
Reduced
45
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$9.61M
2
Bank of America
Bank of America
North Carolina
+$6.64M
3
RCM
Rivernorth Capital Management
Florida
+$6M
4
Morgan Stanley
Morgan Stanley
New York
+$5.04M
5
WAM
Weiss Asset Management
Massachusetts
+$4.87M

Top Sellers

1
CIM
Chiron Investment Management
New York
-$12.3M
2
CWM
Cornerstone Wealth Management
Missouri
-$8.77M
3
CS
Comerica Securities
Michigan
-$7.49M
4
UBS Group
UBS Group
Switzerland
-$5.1M
5
Stifel Financial
Stifel Financial
Missouri
-$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$134K +$4.69K +223 +4%
AWM
127
AllSquare Wealth Management
New York
$105K -$103K -4,900 -49%
SNT
128
Security National Trust
West Virginia
$105K – – –
CIAS
129
Capital Investment Advisory Services
North Carolina
$100K +$100K +4,740 New
ST
130
Smithfield Trust
Pennsylvania
$95K – – –
BFEC
131
Benjamin F. Edwards & Company
Missouri
$88K -$7.35K -350 -8%
VCM
132
Versant Capital Management
Arizona
$63K – – –
HCM
133
Hilton Capital Management
New York
$55K +$55K +2,625 New
FHA
134
First Horizon Advisors
Tennessee
$52K -$10.1K -484 -16%
DWA
135
Dougherty Wealth Advisers
Minnesota
$46K +$46K +2,000 New
LC
136
Lindbrook Capital
California
$46K +$46K +2,200 New
SIAP
137
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K +$45K +2,150 New
PMFA
138
Plante Moran Financial Advisors
Michigan
$44K +$9.14K +436 +26%
BWL
139
Bogart Wealth LLC
Virginia
$28K -$76.4K -3,735 -73%
NSIM
140
North Star Investment Management
Illinois
$27K – – –
FIA
141
FNY Investment Advisers
New York
$23K – – –
First Manhattan
142
First Manhattan
New York
$21K – – –
JA
143
JOYN Advisors
Georgia
$21K – – –
FHA
144
Flagship Harbor Advisors
Massachusetts
$13K -$11.9K -602 -48%
NCM
145
Next Capital Management
New York
$12K +$12K +562 New
ACM
146
AUA Capital Management
Pennsylvania
$11K – – –
CWM
147
Catamount Wealth Management
Connecticut
$11K +$11K +500 New
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K – – –
IFAM
149
Institutional & Family Asset Management
Colorado
$8K +$8K +365 New
FWM
150
Focused Wealth Management
New York
$3K +$3K +150 New
4 5
6
7 8