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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

PCI was delisted on the 10th of December, 2021.

123 hedge funds and large institutions have $713M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $708M → $713M (+$5.13M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less funds holding

Funds holding: 127123 (-4)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
3.28%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
18
Increased
41
Reduced
47
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$113M -$5.6M -323,830 -5%
UBS Group
2
UBS Group
Switzerland
$62.4M +$858K +49,546 +1%
Morgan Stanley
3
Morgan Stanley
New York
$56.1M -$5.31M -306,829 -9%
SCM
4
Saba Capital Management
New York
$52.2M +$21.6M +1,248,052 +72%
Wells Fargo
5
Wells Fargo
California
$37.4M -$1.89M -108,930 -5%
MGAM
6
McGowan Group Asset Management
Texas
$32.7M +$3.51M +203,072 +12%
Invesco
7
Invesco
Georgia
$25.7M +$1.05M +60,803 +4%
Bessemer Group
8
Bessemer Group
New Jersey
$25.1M +$692K +40,000 +3%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$23.6M +$1.73M +100,000 +14%
SIA
10
Sit Investment Associates
Minnesota
$22.2M +$5.11M +295,468 +30%
Bank of America
11
Bank of America
North Carolina
$19.1M +$1.88M +108,842 +11%
PPA
12
Parametric Portfolio Associates
Washington
$19M +$5.9M +340,659 +46%
Cohen & Steers
13
Cohen & Steers
New York
$15.2M +$1.2M +69,313 +9%
HCM
14
Howland Capital Management
Massachusetts
$14.5M +$123K +7,128 +0.9%
LPL Financial
15
LPL Financial
California
$11.8M -$1.34M -77,273 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.4M +$2.74M +158,451 +32%
GC
17
Guggenheim Capital
Illinois
$10.5M -$2.08M -120,062 -17%
FFA
18
First Foundation Advisors
California
$10.4M -$2.09M -120,885 -17%
COLIM
19
City of London Investment Management
United Kingdom
$10.3M +$5.61M +323,954 +120%
AllianceBernstein
20
AllianceBernstein
Tennessee
$9.46M -$24.2K -1,400 -0.3%
CRC
21
Curi RMB Capital
Illinois
$7.55M +$7.49M +432,685 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$7.48M +$7.42M +429,000 New
PMLI
23
Penn Mutual Life Insurance
Pennsylvania
$6.23M
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$6.1M +$2.77M +160,000 +84%
MIG
25
Mariner Investment Group
New York
$6.06M -$3.31M -191,017 -35%

PCI Hedge Fund Activity: Q1 2016 in Review

123 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) for Q1 2016, worth a combined $713M — up 0.72% from $708M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PCI and 18 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 41 added.

The largest buyer was Saba Capital Management, adding an estimated $21.6M. The largest seller was Nine Masts Capital, cutting an estimated $7.98M.

  • 123 institutional investors held PIMCO Dynamic Credit and Mortgage Income Fund (PCI) as of Q1 2016, down from 127 in Q4 2015.
  • Funds reported $713M of PIMCO Dynamic Credit and Mortgage Income Fund stock for Q1 2016, up 0.72% quarter-over-quarter.
  • 18 funds opened new PIMCO Dynamic Credit and Mortgage Income Fund positions in Q1 2016 and 21 closed out, a net change of -3 holders.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund buyer in Q1 2016 was Saba Capital Management, an estimated $21.6M added.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund seller in Q1 2016 was Nine Masts Capital, an estimated $7.98M sold.

Based on aggregated 13F filings for Q1 2016.