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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$37.2M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$30K +$30K +1,145 New
PMFA
227
Plante Moran Financial Advisors
Michigan
$29K +$29K +1,104 New
HNB
228
Huntington National Bank
Ohio
$26K +$26K +1,000 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$24K +$24K +937 New
BWL
230
Bogart Wealth LLC
Virginia
$23K +$23K +905 New
AF
231
Allworth Financial
California
$22K – – –
WPWM
232
Western Pacific Wealth Management
Illinois
$21K +$21K +818 New
First Manhattan
233
First Manhattan
New York
$21K +$21K +818 New
GI
234
Gradient Investments
Minnesota
$20K +$20K +759 New
PA
235
Parallel Advisors
California
$19K +$19K +739 New
SAM
236
Strategic Asset Management
Minnesota
$15K – – –
AA
237
AlphaMark Advisors
Kentucky
$15K +$15K +573 New
EIP
238
Ellis Investment Partners
Pennsylvania
$15K +$15K +614 New
AWA
239
Amplius Wealth Advisors
Pennsylvania
$15K +$15K +616 New
US Bancorp
240
US Bancorp
Minnesota
$12K -$34.7K -1,356 -74%
CCM
241
Chilton Capital Management
Texas
$9K +$9K +350 New
ECM
242
Estabrook Capital Management
New York
$8.47K +$8.47K +327 New
CCM
243
Covington Capital Management
California
$8K +$8K +320 New
RFA
244
Reilly Financial Advisors
California
$7K +$7K +284 New
FMP
245
Financial Management Professionals
Texas
$5K – – –
LFG
246
Larson Financial Group
Missouri
$4K +$4K +163 New
SWA
247
SOA Wealth Advisors
New York
$4K +$4K +163 New
SMG
248
Spectrum Management Group
Indiana
$4K +$4K +163 New
CPFP
249
Clear Perspectives Financial Planning
Ohio
$3K +$30 +1 +1%
FPFS
250
First Personal Financial Services
North Carolina
$3K +$3K +99 New
7 8 9
10
11