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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

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

138 hedge funds and large institutions have $798M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

0% more capital invested

Capital invested by funds: $797M → $798M (+$1.01M)

1% less funds holding

Funds holding: 139138 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
54
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$135M +$7.32M +315,626 +6%
NSLI
2
Nan Shan Life Insurance
Taiwan
$99.3M -$33.2M -1,428,554 -25%
UBS Group
3
UBS Group
Switzerland
$71M -$4.01M -172,905 -5%
Bank of America
4
Bank of America
North Carolina
$59.1M +$5.55M +238,972 +11%
MGAM
5
McGowan Group Asset Management
Texas
$47.3M -$445K -19,164 -0.9%
CWM
6
Cornerstone Wealth Management
Missouri
$34.6M +$18.4M +791,797 +2,866%
Wells Fargo
7
Wells Fargo
California
$29.3M +$619K +26,672 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.4M -$2.67M -114,925 -9%
HCM
9
Howland Capital Management
Massachusetts
$22.5M -$1.11M -47,619 -5%
Cohen & Steers
10
Cohen & Steers
New York
$20M +$984K +42,396 +5%
HCM
11
Hilton Capital Management
New York
$19.1M +$18.8M +809,681 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$18.4M +$1.09M +46,830 +6%
SIA
13
Sit Investment Associates
Minnesota
$17.3M -$17.1M -736,193 -50%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$1.04M +44,733 +11%
CIM
15
Chiron Investment Management
New York
$10.4M +$2.13M +91,931 +26%
FFA
16
First Foundation Advisors
California
$9.89M -$473K -20,361 -5%
Stifel Financial
17
Stifel Financial
Missouri
$9.68M +$2.26M +97,345 +31%
CS
18
Comerica Securities
Michigan
$8.16M -$349K -15,060 -4%
LPL Financial
19
LPL Financial
California
$7.76M +$330K +14,214 +5%
Bessemer Group
20
Bessemer Group
New Jersey
$7.48M -$5.62M -242,000 -43%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.17M +$404K +17,417 +6%
BCI
22
Brinker Capital Investments
Pennsylvania
$7.06M +$315K +13,573 +5%
VIA
23
Vident Investment Advisory
Georgia
$6.91M +$155K +6,688 +2%
Invesco
24
Invesco
Georgia
$6.69M +$3.27M +140,900 +99%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.43M +$731K +31,504 +13%

PCI Hedge Fund Activity: Q2 2018 in Review

138 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) for Q2 2018, worth a combined $798M — up 0.13% from $797M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PCI and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 54 added.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $18.8M. The largest seller was Nan Shan Life Insurance, cutting an estimated $33.2M.

  • 138 institutional investors held PIMCO Dynamic Credit and Mortgage Income Fund (PCI) as of Q2 2018, down from 139 in Q1 2018.
  • Funds reported $798M of PIMCO Dynamic Credit and Mortgage Income Fund stock for Q2 2018, up 0.13% quarter-over-quarter.
  • 14 funds opened new PIMCO Dynamic Credit and Mortgage Income Fund positions in Q2 2018 and 15 closed out, a net change of -1 holder.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund buyer in Q2 2018 was Hilton Capital Management, an estimated $18.8M added.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund seller in Q2 2018 was Nan Shan Life Insurance, an estimated $33.2M sold.

Based on aggregated 13F filings for Q2 2018.