PCI

PIMCO Dynamic Credit and Mortgage Income Fund
PCI

Overview Fund Activity
Delisted

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

Back to rankings

153 hedge funds and large institutions have $575M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
63
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.3M
2
UBS Group
UBS Group
Switzerland
+$3.35M
3
SWM
Stockman Wealth Management
Montana
+$2.11M
4
BAM
Belpointe Asset Management
Nevada
+$2.1M
5
AG
Advisor Group
Arizona
+$1.99M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$100M
2
MGAM
McGowan Group Asset Management
Texas
-$9.64M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.94M
4
FFA
First Foundation Advisors
California
-$3.18M
5
LPL Financial
LPL Financial
California
-$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$167M +$13.3M +544,602 +9%
Bank of America
2
Bank of America
North Carolina
$68.9M -$1.55M -63,516 -2%
UBS Group
3
UBS Group
Switzerland
$60.4M +$3.35M +136,992 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$30.7M +$1.29M +52,842 +4%
Wells Fargo
5
Wells Fargo
California
$22.4M -$1.64M -67,190 -7%
Cohen & Steers
6
Cohen & Steers
New York
$21.5M +$1.15M +46,963 +6%
HCM
7
Howland Capital Management
Massachusetts
$20.8M -$111K -4,537 -0.5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$938K +38,309 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.6M +$650K +26,569 +6%
BCI
10
Brinker Capital Investments
Pennsylvania
$9.25M +$650K +26,537 +8%
LPL Financial
11
LPL Financial
California
$8.65M -$1.83M -74,743 -17%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$7.54M -$3.94M -160,983 -34%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.86M +$585K +23,894 +9%
AG
14
Advisor Group
Arizona
$6.48M +$1.99M +81,475 +45%
First Trust Advisors
15
First Trust Advisors
Illinois
$5.42M +$139K +5,661 +3%
Stifel Financial
16
Stifel Financial
Missouri
$4.96M +$168K +6,873 +4%
FFA
17
First Foundation Advisors
California
$4.74M -$3.18M -129,940 -40%
GC
18
Guggenheim Capital
Illinois
$3.89M -$377K -15,393 -9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.65M +$38K +1,552 +1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.42M +$530K +21,663 +18%
SXL
21
Summit X LLC
Missouri
$3M -$372K -15,200 -11%
SBA
22
Secrest Blakey & Associates
North Carolina
$2.89M +$340K +13,874 +13%
PAG
23
Private Advisor Group
New Jersey
$2.79M -$113K -4,615 -4%
BTS
24
BB&T Securities
Virginia
$2.61M +$90.2K +3,687 +4%
BAM
25
Belpointe Asset Management
Nevada
$2.54M +$2.1M +85,791 +481%
1
2 3 4 5