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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

124 hedge funds and large institutions have $266M invested in PIMCO Dynamic Income Fund in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
59
Reduced
17
Closed
15
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.33M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.27M
4
LPL Financial
4
LPL Financial
California
$6.44M
5
Truist Financial
5
Truist Financial
North Carolina
$1.02M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.37M
2
WA
2
Wealthstar Advisors
Texas
$0
3
ACP
3
Aviance Capital Partners
Florida
$236K
4
GSWM
4
Golden State Wealth Management
California
$0
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$2.01M +$59.4K +1,831 +3%
IWP
27
Icon Wealth Partners
Texas
$1.98M +$32.7K +1,008 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.9M +$2.73K +84 +0.1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.84M +$658K +20,279 +56%
PMG
30
ProVise Management Group
Florida
$1.65M +$14.8K +456 +0.9%
WWM
31
Western Wealth Management
Colorado
$1.64M +$88.8K +2,738 +6%
HCM
32
Howland Capital Management
Massachusetts
$1.53M – – –
OC
33
Oppenheimer & Co
New York
$1.52M +$329K +10,136 +28%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$140K +4,306 +11%
LNC
35
Lincoln National Corp
Pennsylvania
$1.46M +$208K +6,422 +17%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.43M +$160K +4,937 +13%
UCFA
37
United Capital Financial Advisors
Texas
$1.33M -$15.7K -483 -1%
SFS
38
Sowell Financial Services
Arkansas
$1.33M -$40.6K -1,251 -3%
Citigroup
39
Citigroup
New York
$1.3M +$20.8K +641 +2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.29M +$154K +4,736 +13%
IAA
41
Independent Advisor Alliance
North Carolina
$1.27M +$1.27M +39,008 New
MML Investors Services
42
MML Investors Services
Massachusetts
$1.19M -$128K -3,959 -10%
NFG
43
Next Financial Group
Texas
$1.18M +$213K +6,573 +22%
Truist Financial
44
Truist Financial
North Carolina
$1.02M +$1.02M +31,346 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1M +$306K +9,445 +44%
RJA
46
Raymond James & Associates
Florida
$999K +$89K +2,744 +10%
SPIA
47
Steward Partners Investment Advisory
New York
$920K +$72.8K +2,245 +9%
MCP
48
Mirador Capital Partners
California
$908K +$386K +11,882 +74%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$860K -$65.4K -2,016 -7%
BWM
50
Benchmark Wealth Management
Connecticut
$756K +$756K +23,309 New
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