PIMCO Dynamic Income Fund
243 hedge funds and large institutions have $760M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
47% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 68
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
9% more capital invested
Capital invested by funds: $694M → $760M (+$65.5M)
2% more funds holding
Funds holding: 239 → 243 (+4)
0.53% more ownership
Funds ownership: 17.35% → 17.88% (+0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$10.2M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$9.37M |
| 3 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$5.31M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.7M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.78M |
| 2 |
Jane Street
New York
|
-$6.12M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.73M |
| 5 |
HF
HRT Financial
New York
|
-$3.51M |
PDI Hedge Fund Activity: Q2 2023 in Review
243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2023, worth a combined $760M — up 9.4% from $694M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PDI positions and 24 closed out — a net gain of 8 holders — while 100 added to existing stakes and 68 trimmed.
The largest buyer was Atria Wealth Solutions, adding an estimated $10.2M. The largest seller was Morgan Stanley, cutting an estimated $6.78M.
- 243 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2023, up from 239 in Q1 2023.
- Funds reported $760M of PIMCO Dynamic Income Fund stock for Q2 2023, up 9.4% quarter-over-quarter.
- 32 funds opened new PIMCO Dynamic Income Fund positions in Q2 2023 and 24 closed out, a net change of +8 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q2 2023 was Atria Wealth Solutions, an estimated $10.2M added.
- The largest PIMCO Dynamic Income Fund seller in Q2 2023 was Morgan Stanley, an estimated $6.78M sold.
Based on aggregated 13F filings for Q2 2023.