PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

118 hedge funds and large institutions have $274M invested in PIMCO Dynamic Income Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
41
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.1M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$50.5M
3
WAM
3
Weiss Asset Management
Massachusetts
$2.11M
4
SFS
4
Sowell Financial Services
Arkansas
$1.9M
5
RCM
5
Rivernorth Capital Management
Florida
$1.6M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
CIM
2
Chiron Investment Management
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$5.22M
4
RJA
4
Raymond James & Associates
Florida
$427K
5
Bank of America
5
Bank of America
North Carolina
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
26
Icon Wealth Partners
Texas
$1.86M +$2.66K +91 +0.1%
CAN
27
Cetera Advisor Networks
California
$1.69M -$87.3K -2,990 -5%
AG
28
Advisor Group
Arizona
$1.68M +$1.26M +42,979 +299%
DADC
29
D.A. Davidson & Co
Montana
$1.65M +$604K +20,694 +58%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.61M +$18.4K +630 +1%
RCM
31
Rivernorth Capital Management
Florida
$1.6M +$1.6M +54,902 New
PMG
32
ProVise Management Group
Florida
$1.56M -$126K -4,294 -7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.53M +$22.6K +774 +1%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.47M +$202K +6,904 +16%
HCM
35
Howland Capital Management
Massachusetts
$1.42M +$5.84K +200 +0.4%
WWM
36
Western Wealth Management
Colorado
$1.37M +$1.37M +46,719 New
PSG
37
Planning Solutions Group
Maryland
$1.35M +$1.35M +46,387 New
WA
38
Wealthstar Advisors
Texas
$1.19M -$45.8K -1,561 -4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.17M -$53.3K -1,828 -4%
BTS
40
BB&T Securities
Virginia
$1.07M +$249K +8,556 +30%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.07M +$1.07M +36,745 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.03M +$244K +8,362 +31%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1M -$89.8K -3,077 -8%
ACP
44
Aviance Capital Partners
Florida
$980K -$48.5K -1,662 -5%
Citigroup
45
Citigroup
New York
$972K +$9.19K +315 +1%
LNC
46
Lincoln National Corp
Pennsylvania
$894K +$511K +17,506 +133%
OC
47
Oppenheimer & Co
New York
$729K +$729K +24,989 New
NFG
48
Next Financial Group
Texas
$719K +$701K +24,028 +4,005%
WPSG
49
Wealth & Pension Services Group
Georgia
$714K +$714K +24,476 New
SPC
50
Sigma Planning Corp
Michigan
$690K +$690K +23,632 New
1
2
3 4 5