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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

103 hedge funds and large institutions have $268M invested in PIMCO Dynamic Income Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
41
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$21M
2
PGWM
2
Parisi Gray Wealth Management
New Jersey
$2.57M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.8M
4
CIM
4
Chiron Investment Management
New York
$10.4M
5
UBS Group
5
UBS Group
Switzerland
$23.2M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$33.1M
2
NFG
2
Next Financial Group
Texas
$0
3
PMLI
3
Penn Mutual Life Insurance
Pennsylvania
$0
4
Mariner
4
Mariner
Kansas
$0
5
IA
5
IFP Advisors
Florida
$718K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.63M 51,031 +6,313 +14%
HCM
27
Howland Capital Management
Massachusetts
$1.57M 49,265 -600 -1%
GFPC
28
Global Financial Private Capital
Florida
$1.41M 44,110 +8,846 +25%
WA
29
Wealthstar Advisors
Texas
$1.38M 41,828 +352 +0.8%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.35M 42,480 +28,083 +195%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.34M 41,960 – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.28M 40,052 +850 +2%
BTS
33
BB&T Securities
Virginia
$1.25M 39,199 -4,316 -10%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.2M 37,626 -3,755 -9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.2M 37,500 -9,029 -19%
DADC
36
D.A. Davidson & Co
Montana
$1.06M 33,380 +3,017 +10%
Citigroup
37
Citigroup
New York
$1.05M 32,984 -11,749 -26%
ACP
38
Aviance Capital Partners
Florida
$1M 31,494 +31,494 New
FFA
39
First Foundation Advisors
California
$955K 29,965 -1,319 -4%
CF
40
Centaurus Financial
California
$747K 23,429 +11,687 +100%
IA
41
IFP Advisors
Florida
$718K 22,540 -36,799 -62%
WPSG
42
Wealth & Pension Services Group
Georgia
$712K 22,326 +22,326 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$646K 20,270 +8,437 +71%
FAAS
44
First Allied Advisory Services
California
$547K 17,167 -2,444 -12%
DC
45
Davenport & Co
Virginia
$450K 14,117 +476 +3%
Lido Advisors
46
Lido Advisors
California
$443K 13,902 -648 -4%
SWM
47
SeaCrest Wealth Management
New York
$420K 13,183 +76 +0.6%
UCFA
48
United Capital Financial Advisors
Texas
$403K 12,645 +2,966 +31%
HIC
49
Holderness Investments Company
North Carolina
$398K 12,500 -700 -5%
GRP
50
Global Retirement Partners
California
$397K 12,472 +149 +1%
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