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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185 hedge funds and large institutions have $576M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
27
Increased
57
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$8.79M
2
Morgan Stanley
Morgan Stanley
New York
$166M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$5.25M
4
HCM
Howland Capital Management
Massachusetts
$19.4M
5
Bank of America
Bank of America
North Carolina
$59.5M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.28M
2
MGAM
McGowan Group Asset Management
Texas
$24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.5M
4
IC
IEQ Capital
California
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$249K +$12.7K +571 +5%
LWAC
127
Laurel Wealth Advisors (California)
California
$244K +$2.76K +124 +1%
CWM
128
Cornerstone Wealth Management
Missouri
$238K -$228K -10,244 -49%
RA
129
RFG Advisory
Alabama
$234K -$14.1K -630 -6%
SWM
130
Spire Wealth Management
Virginia
$234K +$234K +10,474 New
FG
131
Fiduciary Group
Georgia
$232K – – –
DA
132
DCM Advisors
New York
$223K +$223K +10,000 New
MG
133
Mather Group
Illinois
$211K – – –
AFC
134
Adaptive Financial Consulting
Ohio
$207K +$207K +9,313 New
EW
135
Evoke Wealth
California
$204K -$555K -24,672 -73%
CFB
136
Cullen/Frost Bankers
Texas
$182K +$182K +8,185 New
SNT
137
Security National Trust
West Virginia
$167K – – –
EWM
138
Edge Wealth Management
New York
$138K +$54.7K +2,462 +66%
MA
139
MUFG Americas
New York
$134K +$134K +6,012 New
WLPWM
140
Walled Lake Planning & Wealth Management
Illinois
$117K – – –
US Bancorp
141
US Bancorp
Minnesota
$114K -$139K -6,240 -55%
AIC
142
Ameritas Investment Company
Nebraska
$105K +$105K +4,727 New
ST
143
Smithfield Trust
Pennsylvania
$100K – – –
FIA
144
FNY Investment Advisers
New York
$90K -$32.5K -1,472 -27%
BEI
145
Benjamin Edwards Inc
Missouri
$80K – – –
GWM
146
Geneos Wealth Management
Colorado
$57K – – –
DOA
147
D'Orazio & Associates
Virginia
$48K +$10.3K +462 +27%
TCWM
148
Total Clarity Wealth Management
Illinois
$40K +$40K +1,795 New
NFSG
149
Newbridge Financial Services Group
Florida
$36K +$20.4K +913 +130%
TWP
150
TFO Wealth Partners
Ohio
$36K +$36K +1,599 New
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