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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

79 hedge funds and large institutions have $199M invested in PIMCO Dynamic Income Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
25
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$34.5M
2
IA
2
IFP Advisors
Florida
$1.13M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.93M
4
AW
4
ACG Wealth
Georgia
$510K
5
Ameriprise
5
Ameriprise
Minnesota
$427K

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$7.85M
2
FFA
2
First Foundation Advisors
California
$1.74M
3
GWM
3
Greenwich Wealth Management
Connecticut
$0
4
HCM
4
Howland Capital Management
Massachusetts
$1.57M
5
BTS
5
BB&T Securities
Virginia
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.38M 47,717 -1,191 -2%
Stifel Financial
27
Stifel Financial
Missouri
$1.37M 47,361 -457 -1%
IA
28
IFP Advisors
Florida
$1.13M 39,180 +22,992 +142%
DC
29
Davenport & Co
Virginia
$1.01M 36,621 – –
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1M 34,710 +5,000 +17%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$860K 29,810 -14,409 -33%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$758K 26,261 -9,160 -26%
SWP
33
Stratos Wealth Partners
Ohio
$714K 24,753 +12,480 +102%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$662K 22,930 +3,341 +17%
CAN
35
Cetera Advisor Networks
California
$578K 20,014 +5,825 +41%
SC
36
Scotia Capital
Ontario, Canada
$541K 18,720 +2,106 +13%
AAM
37
Advisors Asset Management
Colorado
$520K 18,027 -1,097 -6%
AW
38
ACG Wealth
Georgia
$510K 17,685 +17,685 New
Barclays
39
Barclays
United Kingdom
$485K 16,814 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$455K 15,775 -322 -2%
Ameriprise
41
Ameriprise
Minnesota
$427K 14,797 +14,797 New
DADC
42
D.A. Davidson & Co
Montana
$418K 14,515 +2,984 +26%
AIA
43
Allegis Investment Advisors
Idaho
$417K 14,471 +3,525 +32%
AG
44
Advisor Group
Arizona
$414K 14,316 +1,278 +10%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$396K 13,730 +1,480 +12%
FFEC
46
First Financial Equity Corporation
Arizona
$342K 11,925 +11,925 New
Lido Advisors
47
Lido Advisors
California
$325K 11,000 – –
MML Investors Services
48
MML Investors Services
Massachusetts
$323K 11,198 +11,198 New
UAS
49
United Asset Strategies
New York
$297K 10,285 – –
CCP
50
Corient Capital Partners
California
$291K 10,100 -4,270 -30%
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