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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.68M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$236M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
226
Harbour Investments
Wisconsin
$189K -$126K -6,209 -40%
GWSG
227
GPS Wealth Strategies Group
Colorado
$188K -$8.82K -435 -4%
CWP
228
Concord Wealth Partners
Virginia
$185K +$6.59K +325 +4%
GJWM
229
Gilliland Jeter Wealth Management
Arkansas
$175K +$2.19K +108 +1%
CF
230
Centaurus Financial
California
$172K +$20 +1 +0%
BWL
231
Bogart Wealth LLC
Virginia
$169K – – –
SIS
232
Sound Income Strategies
Florida
$149K +$3.79K +187 +3%
N
233
Natixis
France
$148K +$85.4K +4,212 +135%
WIM
234
Westside Investment Management
California
$146K – – –
CFB
235
Cullen/Frost Bankers
Texas
$136K +$136K +6,699 New
MFT
236
Moisand Fitzgerald Tamayo
Florida
$126K +$88.6K +4,371 +238%
FIA
237
FNY Investment Advisers
New York
$113K +$113K +5,600 New
HNB
238
Huntington National Bank
Ohio
$107K +$51.7K +2,550 +93%
HFS
239
HBC Financial Services
Washington
$97K +$97K +5,000 New
HWA
240
HHM Wealth Advisors
Tennessee
$89.7K +$89.7K +4,423 New
CFGS
241
Concourse Financial Group Securities
Alabama
$87.3K +$10.2K +500 +13%
FFA
242
Farther Finance Advisors
California
$82.4K +$81.1K +4,000 +5,970%
EWA
243
EverSource Wealth Advisors
Alabama
$81.1K +$20.3K +1,000 +33%
US Bancorp
244
US Bancorp
Minnesota
$74.6K +$26K +1,283 +53%
WOSD
245
WFA of San Diego
California
$66.3K -$1.01K -50 -2%
LC
246
Lindbrook Capital
California
$60.8K – – –
RIL
247
Rothschild Investment LLC
Illinois
$60.8K – – –
PA
248
PSI Advisors
Florida
$56.8K +$6.08K +300 +12%
SS
249
Sunbelt Securities
Texas
$48.6K +$16.2K +800 +50%
SAM
250
Smartleaf Asset Management
Massachusetts
$41.3K +$41.3K +2,044 New
8 9
10
11 12