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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
SCM
4
SOL Capital Management
Maryland
$15.8M
5
BWG
5
Beta Wealth Group
California
$3.97M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
251
REAP Financial Group
Texas
$4.83K +$4.83K +269 New
PFA
252
Pathway Financial Advisers
Indiana
$4.58K +$180 +10 +4%
W
253
WealthCollab
Washington
$1.96K +$1.96K +109 New
FCA
254
FinTrust Capital Advisors
South Carolina
$754 +$754 +42 New
KFI
255
Key Financial Inc
Pennsylvania
$592 – – –
Fidelity Investments
256
Fidelity Investments
Massachusetts
$36 -$144 -8 -80%
AF
257
Allworth Financial
California
$19 – – –
DAS
258
Dynamic Advisor Solutions
Arizona
– -$1.74M -100,656 Closed
PI
259
PFG Investments
New York
– -$1.08M -62,421 Closed
SW
260
SteelPeak Wealth
California
– -$994K -56,737 Closed
DWT
261
Dorsey & Whitney Trust
South Dakota
– -$489K -28,273 Closed
HWM
262
HB Wealth Management
Georgia
– -$432K -25,000 Closed
AWM
263
Axxcess Wealth Management
California
– -$383K -22,185 Closed
BHPW
264
Beverly Hills Private Wealth
California
– -$327K -18,904 Closed
SG
265
StoneX Group
New York
– -$298K -17,108 Closed
KWA
266
Kellett Wealth Advisors
Ohio
– -$283K -16,394 Closed
CA
267
Calton & Associates
Florida
– -$249K -14,385 Closed
CF
268
Convergence Financial
Missouri
– -$231K -13,357 Closed
AAS
269
Ameritas Advisory Services
Nebraska
– -$211K -13,159 Closed
CA
270
Claro Advisors
Massachusetts
– -$198K -11,443 Closed
OFG
271
OmniStar Financial Group
North Carolina
– -$188K -10,882 Closed
CAG
272
Csenge Advisory Group
Florida
– -$182K -10,532 Closed
CG
273
CFO4Life Group
Texas
– -$182K -10,524 Closed
GLA
274
Good Life Advisors
Pennsylvania
– -$173K -10,020 Closed
BNP Paribas Financial Markets
275
BNP Paribas Financial Markets
France
– -$163K -9,445 Closed
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11
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