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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

98 hedge funds and large institutions have $211M invested in PIMCO Dynamic Income Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
32
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
3
UBS Group
3
UBS Group
Switzerland
$21.1M
4
KA
4
Kovack Advisors
Florida
$852K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.89M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$39M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.76M
3
Cohen & Steers
3
Cohen & Steers
New York
$17.2M
4
SWP
4
Stratos Wealth Partners
Ohio
$12K
5
PAG
5
Private Advisor Group
New Jersey
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBA
26
Secrest Blakey & Associates
North Carolina
$1.38M +$1.38M +45,617 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.27M +$168K +5,602 +15%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.26M +$42.6K +1,418 +3%
Citigroup
29
Citigroup
New York
$1.23M -$172K -5,711 -12%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.17M +$322K +10,723 +38%
CAN
31
Cetera Advisor Networks
California
$1.12M -$30.2K -1,005 -3%
LPL Financial
32
LPL Financial
California
$1.11M +$386K +12,852 +54%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.1M -$17K -565 -2%
FFA
34
First Foundation Advisors
California
$1.08M -$188K -6,243 -15%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.01M +$325K +10,803 +47%
GFPC
36
Global Financial Private Capital
Florida
$969K +$34.7K +1,156 +4%
KA
37
Kovack Advisors
Florida
$852K +$852K +28,343 New
DADC
38
D.A. Davidson & Co
Montana
$825K +$365K +12,161 +80%
Ameriprise
39
Ameriprise
Minnesota
$625K +$36.9K +1,226 +6%
DC
40
Davenport & Co
Virginia
$574K -$13.7K -455 -2%
FAAS
41
First Allied Advisory Services
California
$561K +$216K +7,207 +63%
CWM
42
Cornerstone Wealth Management
Missouri
$475K +$78.4K +2,620 +20%
SWM
43
SeaCrest Wealth Management
New York
$402K +$402K +13,380 New
HIC
44
Holderness Investments Company
North Carolina
$397K +$24.1K +800 +6%
LNC
45
Lincoln National Corp
Pennsylvania
$392K +$392K +13,029 New
AG
46
Advisor Group
Arizona
$369K -$189K -6,297 -34%
MML Investors Services
47
MML Investors Services
Massachusetts
$369K -$19.5K -650 -5%
SG
48
StoneX Group
New York
$343K – – –
Lido Advisors
49
Lido Advisors
California
$330K – – –
GRP
50
Global Retirement Partners
California
$321K +$7.1K +236 +2%
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