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 %
ST
126
Smithfield Trust
Pennsylvania
$90K – – –
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$89K – – –
EWM
128
Edge Wealth Management
New York
$75K -$24.7K -1,235 -25%
BEI
129
Benjamin Edwards Inc
Missouri
$72K – – –
PFS
130
Prospera Financial Services
Texas
$63K +$63K +3,154 New
BFEC
131
Benjamin F. Edwards & Company
Missouri
$49K -$25.8K -1,290 -35%
SIS
132
Sound Income Strategies
Florida
$30K +$835 +42 +3%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.3K – – –
PFP
134
Pinnacle Financial Partners
Tennessee
$28K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
PA
136
Parallel Advisors
California
$21K +$20 +1 +0.1%
First Manhattan
137
First Manhattan
New York
$20K – – –
CFA
138
Carroll Financial Associates
North Carolina
$20K +$20K +1,040 New
HIA
139
Harbor Investment Advisory
Maryland
$18K – – –
BWL
140
Bogart Wealth LLC
Virginia
$14K – – –
NFSG
141
Newbridge Financial Services Group
Florida
$14K +$14K +700 New
HGWM
142
Harvest Group Wealth Management
Massachusetts
$12K – – –
EIP
143
Ellis Investment Partners
Pennsylvania
$12K +$336 +18 +3%
APWA
144
Atlas Private Wealth Advisors
New Jersey
$10K -$20K -1,000 -67%
ACM
145
AUA Capital Management
Pennsylvania
$10K – – –
AA
146
AlphaMark Advisors
Kentucky
$10K +$10K +500 New
SIM
147
Sonora Investment Management
Arizona
$8K – – –
FHA
148
First Horizon Advisors
Tennessee
$6K -$20K -1,000 -77%
FHA
149
Flagship Harbor Advisors
Massachusetts
$6K +$132 +7 +2%
FWM
150
Focused Wealth Management
New York
$4K +$114 +6 +3%
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6
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