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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

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

168 hedge funds and large institutions have $468M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 182168 (-14)

24% less capital invested

Capital invested by funds: $613M → $468M (-$145M)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
168
Holders Change
-14
Holders Change %
-7.69%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
64
Reduced
51
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$125M +$4.43M +191,078 +3%
Bank of America
2
Bank of America
North Carolina
$47.2M +$48.9K +2,110 +0.1%
UBS Group
3
UBS Group
Switzerland
$43.5M +$3.13M +135,066 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.9M +$8.62M +372,145 +30%
MGAM
5
McGowan Group Asset Management
Texas
$22M +$30.3M +1,307,073 New
State of Tennessee, Department of Treasury
6
State of Tennessee, Department of Treasury
Tennessee
$17.5M +$19.9M +860,200 +480%
Cohen & Steers
7
Cohen & Steers
New York
$12.9M -$1.84M -79,425 -9%
Wells Fargo
8
Wells Fargo
California
$11.2M -$6.45M -278,309 -29%
HCM
9
Howland Capital Management
Massachusetts
$10.3M -$6.33M -273,449 -31%
LCM
10
Landscape Capital Management
New Jersey
$9.24M +$12.7M +549,391 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$8.86M +$279K +12,058 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.46M -$1.5M -64,703 -13%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.28M +$49.3M +2,128,135 New
LPL Financial
14
LPL Financial
California
$6.16M -$1.15M -49,760 -12%
BCI
15
Brinker Capital Investments
Pennsylvania
$5.35M -$691K -29,848 -9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.03M +$1.27M +54,794 +22%
ECM
17
Evergreen Capital Management
Washington
$4.43M +$6.1M +263,175 New
DADC
18
D.A. Davidson & Co
Montana
$4.05M +$3.74M +161,300 +203%
SIA
19
Sit Investment Associates
Minnesota
$3.97M +$5.47M +236,116 New
Stifel Financial
20
Stifel Financial
Missouri
$3.78M +$538K +23,240 +11%
First Trust Advisors
21
First Trust Advisors
Illinois
$3.48M -$292K -12,592 -6%
FFA
22
First Foundation Advisors
California
$2.82M -$504K -21,774 -11%
SXL
23
Summit X LLC
Missouri
$2.82M +$1.05M +45,540 +37%
SBA
24
Secrest Blakey & Associates
North Carolina
$2.61M +$349K +15,055 +11%
COLIM
25
City of London Investment Management
United Kingdom
$2.42M +$2.76M +119,137 +478%

PCI Hedge Fund Activity: Q1 2020 in Review

168 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) for Q1 2020, worth a combined $468M — down 24% from $613M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PCI and 26 opened new positions — a net loss of 11 holders — while 51 trimmed existing stakes and 64 added.

The largest buyer was McGowan Group Asset Management, opening a new position worth an estimated $30.3M. The largest seller was Wells Fargo, cutting an estimated $6.45M.

  • 168 institutional investors held PIMCO Dynamic Credit and Mortgage Income Fund (PCI) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $468M of PIMCO Dynamic Credit and Mortgage Income Fund stock for Q1 2020, down 24% quarter-over-quarter.
  • 26 funds opened new PIMCO Dynamic Credit and Mortgage Income Fund positions in Q1 2020 and 37 closed out, a net change of -11 holders.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund buyer in Q1 2020 was McGowan Group Asset Management, an estimated $30.3M added.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund seller in Q1 2020 was Wells Fargo, an estimated $6.45M sold.

Based on aggregated 13F filings for Q1 2020.