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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

230 hedge funds and large institutions have $802M invested in PIMCO Dynamic Income Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
80
Reduced
84
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$16.5M
2
BWA
2
BDO Wealth Advisors
Florida
$5.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.5M
4
MA
4
MAS Advisors
Florida
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
N
3
Natixis
France
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.62M
5
VIA
5
Vident Investment Advisory
Georgia
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
226
Heritage Financial Services
Massachusetts
$1K +$1K +65 New
IAIM
227
International Assets Investment Management
Florida
$230 +$36 +1,734 +19%
BIM
228
Baldwin Investment Management
Pennsylvania
$205 – – –
WIM
229
Westside Investment Management
California
$150 – – –
N
230
Natixis
France
– -$2.1M -86,064 Closed
WHG
231
Westwood Holdings Group
Texas
– -$777K -31,880 Closed
FWP
232
Firethorn Wealth Partners
Georgia
– -$771K -31,644 Closed
SAM
233
Secure Asset Management
Michigan
– -$763K -31,328 Closed
C
234
Certuity
Florida
– -$647K -26,539 Closed
IWM
235
IHT Wealth Management
Illinois
– -$640K -26,245 Closed
Citadel Advisors
236
Citadel Advisors
Florida
– -$539K -22,114 Closed
AWA
237
Arete Wealth Advisors
Illinois
– -$503K -20,621 Closed
DBIA
238
Dumont & Blake Investment Advisors
New Jersey
– -$424K -17,415 Closed
CWA
239
Consilium Wealth Advisory
Texas
– -$409K -16,776 Closed
MW
240
Marcum Wealth
Ohio
– -$390K -16,000 Closed
SEIA
241
Signature Estate & Investment Advisors
California
– -$340K -13,938 Closed
AWM
242
Apollon Wealth Management
South Carolina
– -$320K -13,147 Closed
HWM
243
HB Wealth Management
Georgia
– -$314K -12,892 Closed
FM
244
Family Management
New York
– -$308K -12,627 Closed
GBA
245
Garrison Bradford & Associates
New York
– -$287K -11,785 Closed
OFA
246
Oak Family Advisors
Illinois
– -$284K -11,645 Closed
EVM
247
Eaton Vance Management
Massachusetts
– -$257K -10,529 Closed
Cerity Partners
248
Cerity Partners
New York
– -$241K -9,895 Closed
SLWA
249
San Luis Wealth Advisors
California
– -$252K -9,737 Closed
GG
250
GenWealth Group
New Jersey
– -$226K -9,261 Closed
7 8 9
10
11