PIMCO Dynamic Credit and Mortgage Income Fund
PCI was delisted on the 10th of December, 2021.
182 hedge funds and large institutions have $613M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.
282% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 11
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
19% more funds holding
Funds holding: 153 → 182 (+29)
7% more capital invested
Capital invested by funds: $575M → $613M (+$37.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.2M |
| 2 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$4.5M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$2.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.57M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$970K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$2.02M |
| 2 |
EWM
Edge Wealth Management
New York
|
-$1.28M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.21M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.08M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$900K |
PCI Hedge Fund Activity: Q4 2019 in Review
182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) for Q4 2019, worth a combined $613M — up 6.5% from $575M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PCI positions and 11 closed out — a net gain of 31 holders — while 59 added to existing stakes and 49 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $2.02M sold.
- 182 institutional investors held PIMCO Dynamic Credit and Mortgage Income Fund (PCI) as of Q4 2019, up from 153 in Q3 2019.
- Funds reported $613M of PIMCO Dynamic Credit and Mortgage Income Fund stock for Q4 2019, up 6.5% quarter-over-quarter.
- 42 funds opened new PIMCO Dynamic Credit and Mortgage Income Fund positions in Q4 2019 and 11 closed out, a net change of +31 holders.
- The largest PIMCO Dynamic Credit and Mortgage Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $10.2M added.
- The largest PIMCO Dynamic Credit and Mortgage Income Fund seller in Q4 2019 was Golden State Wealth Management, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2019.