PIMCO Dynamic Income Fund
101 hedge funds and large institutions have $254M invested in PIMCO Dynamic Income Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $211M → $254M (+$42.9M)
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
3% more funds holding
Funds holding: 98 → 101 (+3)
2.43% more ownership
Funds ownership: 14.13% → 16.56% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$14.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.31M |
| 3 |
CIM
Chiron Investment Management
New York
|
+$7.73M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.2M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.5M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$826K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$577K |
PDI Hedge Fund Activity: Q1 2018 in Review
101 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2018, worth a combined $254M — up 20% from $211M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDI positions and 9 closed out — a net gain of 3 holders — while 33 added to existing stakes and 28 trimmed.
The largest buyer was Nan Shan Life Insurance, adding an estimated $14.8M. The largest seller was Morgan Stanley, cutting an estimated $1.5M.
- 101 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2018, up from 98 in Q4 2017.
- Funds reported $254M of PIMCO Dynamic Income Fund stock for Q1 2018, up 20% quarter-over-quarter.
- 12 funds opened new PIMCO Dynamic Income Fund positions in Q1 2018 and 9 closed out, a net change of +3 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q1 2018 was Nan Shan Life Insurance, an estimated $14.8M added.
- The largest PIMCO Dynamic Income Fund seller in Q1 2018 was Morgan Stanley, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2018.