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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181 hedge funds and large institutions have $558M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+27
Holders Change %
+17.53%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
54
Reduced
61
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
IEQ Capital
California
$3.78M
2
LPL Financial
LPL Financial
California
$13.5M
3
Millennium Management
Millennium Management
New York
$3.18M
4
HCM
Howland Capital Management
Massachusetts
$16.5M
5
SCM
Seascape Capital Management
New Hampshire
$1.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$150M
2
Bank of America
Bank of America
North Carolina
$54.9M
3
UBS Group
UBS Group
Switzerland
$34.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$241K +$132K +6,240 +122%
SBIA
127
Sheaff Brock Investment Advisors
Indiana
$241K +$241K +11,375 New
RA
128
RFG Advisory
Alabama
$240K -$6.47K -300 -3%
GG
129
GenWealth Group
New Jersey
$240K – – –
AMC
130
Asset Management Corp
Illinois
$235K +$4.66K +222 +2%
CS
131
Comerica Securities
Michigan
$234K +$7.6K +356 +3%
LWAC
132
Laurel Wealth Advisors (California)
California
$229K +$229K +10,824 New
BAM
133
Belpointe Asset Management
Nevada
$225K -$1.46M -68,959 -87%
FG
134
Fiduciary Group
Georgia
$216K – – –
CRC
135
Catawba River Capital
South Carolina
$210K +$210K +9,908 New
MG
136
Mather Group
Illinois
$201K +$201K +9,470 New
AWA
137
Arkadios Wealth Advisors
Georgia
$187K +$187K +8,824 New
IAIM
138
International Assets Investment Management
Florida
$177K +$177K +8,336 New
SNT
139
Security National Trust
West Virginia
$159K – – –
LWCFA
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K – – –
FIA
141
FNY Investment Advisers
New York
$117K +$117K +5,546 New
WLPWM
142
Walled Lake Planning & Wealth Management
Illinois
$112K – – –
ST
143
Smithfield Trust
Pennsylvania
$95K – – –
AWG
144
Altus Wealth Group
Colorado
$85K +$85K +3,990 New
EWM
145
Edge Wealth Management
New York
$79K – – –
BEI
146
Benjamin Edwards Inc
Missouri
$76K – – –
GWM
147
Geneos Wealth Management
Colorado
$55K +$55K +2,488 New
FWM
148
FSA Wealth Management
Massachusetts
$41K +$41K +1,944 New
DOA
149
D'Orazio & Associates
Virginia
$36K +$36K +1,700 New
SIS
150
Sound Income Strategies
Florida
$33K +$873 +41 +3%
4 5
6
7 8