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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
AWS
2
Atria Wealth Solutions
New York
$19.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.14M
4
EH
4
Equitable Holdings
New York
$3.35M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.92M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$14.9M
2
Bank of America
2
Bank of America
North Carolina
$52.9M
3
UBS Group
3
UBS Group
Switzerland
$36.8M
4
SCM
4
Seascape Capital Management
New Hampshire
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
226
Lincoln National Corp
Pennsylvania
– -$233K -11,150 Closed
DAS
227
Dynamic Advisor Solutions
Arizona
– -$209K -10,036 Closed
SF
228
Synovus Financial
Georgia
– -$210K -10,011 Closed
BIM
229
Baldwin Investment Management
Pennsylvania
– -$205 -9,800 Closed
CB
230
Commerce Bank
Missouri
– -$203K -9,699 Closed
FFWM
231
Future Financial Wealth Management
Ohio
– -$219K -9,000 Closed
CWP
232
Concord Wealth Partners
Virginia
– -$133K -6,366 Closed
FSWA
233
Financial Synergies Wealth Advisors
Texas
– -$53.5K -2,563 Closed
GLLW
234
Graves Light Lenhart Wealth
Virginia
– -$53K -2,530 Closed
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
– -$51K -2,452 Closed
CA
236
Centerpoint Advisors
Massachusetts
– -$48K -2,291 Closed
CI
237
CX Institutional
Indiana
– -$19K -928 Closed
AW
238
ACG Wealth
Georgia
– -$17K -826 Closed
WPWM
239
Western Pacific Wealth Management
Illinois
– -$17K -818 Closed
AIP
240
Ahrens Investment Partners
Louisiana
– -$12K -572 Closed
WOSD
241
WFA of San Diego
California
– -$8K -400 Closed
HR
242
Howe & Rusling
New York
– -$7K -341 Closed
LFG
243
Larson Financial Group
Missouri
– -$3K -163 Closed
HFS
244
Heritage Financial Services
Massachusetts
– -$1K -65 Closed
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