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PCI

PIMCO Dynamic Credit and Mortgage Income Fund

Delisted

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

184 hedge funds and large institutions have $569M invested in PIMCO Dynamic Credit and Mortgage Income Fund in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

1% less capital invested

Capital invested by funds: $576M → $569M (-$6.89M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 187184 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
65
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$168M +$1.72M +76,052 +1%
Bank of America
2
Bank of America
North Carolina
$58.3M -$1.49M -66,070 -2%
UBS Group
3
UBS Group
Switzerland
$33.4M -$716K -31,718 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.4M -$2.19M -96,898 -8%
Invesco
5
Invesco
Georgia
$23.8M +$2.09M +92,487 +10%
HCM
6
Howland Capital Management
Massachusetts
$20.8M +$1.3M +57,785 +7%
LPL Financial
7
LPL Financial
California
$16.2M +$1.09M +48,156 +7%
Cohen & Steers
8
Cohen & Steers
New York
$12.7M +$458K +20,295 +4%
PCM
9
Penserra Capital Management
California
$12.6M +$3.81M +168,956 +43%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.7M +$904K +40,041 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.71M -$38.2K -1,693 -0.4%
Wells Fargo
12
Wells Fargo
California
$9.15M -$377K -16,696 -4%
MGAM
13
McGowan Group Asset Management
Texas
$8.74M -$15.5M -687,514 -64%
WWMSC
14
Wagner Wealth Management (South Carolina)
South Carolina
$7.94M -$155K -6,848 -2%
State of Tennessee, Department of Treasury
15
State of Tennessee, Department of Treasury
Tennessee
$6.98M +$1.72M +76,200 +32%
ECM
16
Evergreen Capital Management
Washington
$6.52M +$120K +5,329 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.52M +$291K +12,912 +5%
BCI
18
Brinker Capital Investments
Pennsylvania
$6.16M -$256K -11,335 -4%
FFA
19
First Foundation Advisors
California
$5.61M +$854K +37,829 +18%
RJA
20
Raymond James & Associates
Florida
$5.57M +$1.4M +62,142 +33%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$4.3M +$148K +6,544 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.1M -$520K -23,066 -11%
First Trust Advisors
23
First Trust Advisors
Illinois
$3.66M -$260K -11,530 -7%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.62M -$36.1K -1,600 -1%
PAG
25
Private Advisor Group
New Jersey
$3.31M +$558K +24,726 +20%

PCI Hedge Fund Activity: Q2 2021 in Review

184 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Credit and Mortgage Income Fund (PCI) for Q2 2021, worth a combined $569M — down 1.2% from $576M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PCI and 19 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 65 added.

The largest buyer was Penserra Capital Management, adding an estimated $3.81M. The largest seller was McGowan Group Asset Management, cutting an estimated $15.5M.

  • 184 institutional investors held PIMCO Dynamic Credit and Mortgage Income Fund (PCI) as of Q2 2021, down from 187 in Q1 2021.
  • Funds reported $569M of PIMCO Dynamic Credit and Mortgage Income Fund stock for Q2 2021, down 1.2% quarter-over-quarter.
  • 19 funds opened new PIMCO Dynamic Credit and Mortgage Income Fund positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund buyer in Q2 2021 was Penserra Capital Management, an estimated $3.81M added.
  • The largest PIMCO Dynamic Credit and Mortgage Income Fund seller in Q2 2021 was McGowan Group Asset Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2021.