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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$32.2M
3
SCM
3
SOL Capital Management
Maryland
$11.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.63M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$36M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
226
Bramshill Investments
Florida
$11.3K – – –
LFG
227
Larson Financial Group
Missouri
$9.38K +$9.38K +500 New
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.19K – – –
AA
229
Ancora Advisors
Ohio
$8.49K +$8.49K +453 New
FMP
230
Financial Management Professionals
Texas
$8K – – –
ECM
231
Estabrook Capital Management
New York
$6.13K – – –
MRCM
232
M&R Capital Management
New Jersey
$6.13K – – –
YAL
233
Your Advocates Ltd
Texas
$4.59K +$4.59K +245 New
PA
234
PSI Advisors
Florida
$3.87K -$9.32K -498 -71%
CAS
235
Coppell Advisory Solutions
Texas
$3.82K +$3.82K +204 New
SWA
236
SOA Wealth Advisors
New York
$3.06K – – –
KFI
237
Key Financial Inc
Pennsylvania
$619 – – –
PA
238
Parallel Advisors
California
$356 +$356 +19 New
Fidelity Investments
239
Fidelity Investments
Massachusetts
$38 -$14.8K -777 -100%
AF
240
Allworth Financial
California
$17 -$3.49K -205 -100%
Jane Street
241
Jane Street
New York
– -$6.12M -339,562 Closed
FHC
242
First Heartland Consultants
Missouri
– -$6M -332,919 Closed
HF
243
HRT Financial
New York
– -$3.51M -194,763 Closed
Goldman Sachs
244
Goldman Sachs
New York
– -$1.03M -57,037 Closed
VF
245
Virtu Financial
New York
– -$467K -25,933 Closed
Citadel Advisors
246
Citadel Advisors
Florida
– -$405K -22,452 Closed
MA
247
Mutual Advisors
Nebraska
– -$359K -19,897 Closed
Millennium Management
248
Millennium Management
New York
– -$334K -18,526 Closed
BAM
249
Belpointe Asset Management
Nevada
– -$334K -18,524 Closed
FM
250
Family Management
New York
– -$306K -17,000 Closed
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10
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