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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$15.5M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
SF
Summit Financial
New Jersey
$7.43M
4
AWS
Atria Wealth Solutions
New York
$33M
5
LPL Financial
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$413M
2
CL
Choreo LLC
Illinois
$0
3
IAIM
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
226
TPG Advisors
Illinois
$210K +$9.81K +535 +5%
SG
227
StoneX Group
New York
$204K +$204K +11,014 New
JIP
228
Jaffetilchin Investment Partners
Florida
$204K +$176K +9,603 +622%
LSIA
229
LaSalle St. Investment Advisors
Illinois
$204K +$204K +11,164 New
Corient Private Wealth
230
Corient Private Wealth
Florida
$202K -$44K -2,401 -18%
UCFA
231
United Capital Financial Advisors
Texas
$202K – – –
BEI
232
Benjamin Edwards Inc
Missouri
$200K – – –
IC
233
IEQ Capital
California
$199K +$6.88K +375 +4%
BAM
234
Belpointe Asset Management
Nevada
$196K -$1.96K -102 -1%
GL
235
GHE LLC
Tennessee
$193K +$193K +10,500 New
JHCP
236
Jackson Hole Capital Partners
Oklahoma
$191K +$191K +10,432 New
IWA
237
Icon Wealth Advisors
Texas
$189K – – –
GWP
238
Gateway Wealth Partners
Wisconsin
$189K -$13.7K -745 -7%
KCPT
239
Kingstone Capital Partners Texas
Texas
$187K +$187K +10,179 New
BCM
240
Brookstone Capital Management
Illinois
$186K +$186K +10,157 New
WCM
241
Winebrenner Capital Management
Kentucky
$186K +$186K +10,146 New
FCA
242
FLC Capital Advisors
California
$186K +$186K +10,131 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$184K -$178K -9,742 -49%
CWA
244
Consilium Wealth Advisory
Texas
$183K – – –
CAS
245
Coppell Advisory Solutions
Texas
$181K -$46.8K -2,552 -21%
AWM
246
AllSquare Wealth Management
New York
$177K – – –
CWP
247
Concord Wealth Partners
Virginia
$173K +$6K +327 +4%
HI
248
Harbour Investments
Wisconsin
$171K -$147 -8 -0.1%
HCM
249
Hollencrest Capital Management
California
$170K -$133K -7,241 -44%
GWSG
250
GPS Wealth Strategies Group
Colorado
$170K – – –
8 9
10
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