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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.

New
Increased
Maintained
Reduced
Closed
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 %
BWP
251
Baldwin Wealth Partners
Massachusetts
$40.5K -$20.3K -1,000 -33%
OLVIG
252
Oliver Lagore Vanvalin Investment Group
Michigan
$34.5K – – –
VWM
253
Venturi Wealth Management
Texas
$33.4K – – –
AA
254
AlphaMark Advisors
Kentucky
$33K +$1.13K +56 +4%
JIP
255
Jaffetilchin Investment Partners
Florida
$31.3K +$31.3K +1,543 New
WB
256
Webster Bank
Connecticut
$29.6K – – –
PW
257
Paladin Wealth
Minnesota
$29.4K +$29.4K +1,450 New
FCA
258
FinTrust Capital Advisors
South Carolina
$27.6K +$26.8K +1,321 +3,145%
SWM
259
Sugarloaf Wealth Management
Georgia
$25.4K – – –
HGERS
260
Householder Group Estate & Retirement Specialist
Arizona
$25K – – –
LFG
261
Larson Financial Group
Missouri
$24.9K – – –
PA
262
Parallel Advisors
California
$20.3K +$20.1K +992 +12,400%
BTI
263
Blue Trust Inc
Georgia
$18.5K +$658 +35 +4%
LI
264
LRI Investments
Florida
$16.9K – – –
HGA
265
Hobbs Group Advisors
South Carolina
$16.6K – – –
WWP
266
WR Wealth Planners
Missouri
$16.4K +$548 +27 +3%
IAIM
267
International Assets Investment Management
Florida
$13.7K +$12.9K +262,059 +1,634%
RCM
268
Raleigh Capital Management
North Carolina
$12.6K +$12.6K +620 New
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.93K – – –
NB
270
NBT Bank
New York
$9.87K – – –
FWM
271
FSA Wealth Management
Massachusetts
$9.72K +$9.72K +412 New
PCA
272
Providence Capital Advisors
North Carolina
$8.62K – – –
FMP
273
Financial Management Professionals
Texas
$8K – – –
SL
274
Salomon & Ludwin
Virginia
$7.14K – – –
ECM
275
Estabrook Capital Management
New York
$6.63K – – –
9 10
11
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