PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

118 hedge funds and large institutions have $208M invested in PIMCO Dynamic Income Fund in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
50
Reduced
31
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Howland Capital Management
Massachusetts
$5.85M
2
UBS Group
UBS Group
Switzerland
$21.4M
3
Bank of America
Bank of America
North Carolina
$27.5M
4
LCM
Landscape Capital Management
New Jersey
$1.84M
5
Morgan Stanley
Morgan Stanley
New York
$30.6M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
Wells Fargo
Wells Fargo
California
$1.97M
3
LPL Financial
LPL Financial
California
$3.85M
4
FAAS
First Allied Advisory Services
California
$0
5
CAN
Cetera Advisor Networks
California
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$1.84M +$1.84M +83,176 New
SPC
27
Sigma Planning Corp
Michigan
$1.77M +$261K +11,793 +17%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$1.7M -$17.5K -858 -1%
CAN
29
Cetera Advisor Networks
California
$1.69M -$500K -22,651 -23%
IWP
30
Icon Wealth Partners
Texas
$1.31M -$40.7K -1,843 -3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.27M +$297K +13,427 +30%
SFS
32
Sowell Financial Services
Arkansas
$1.27M +$364K +16,488 +40%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$1.25M +$258K +11,658 +26%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.19M -$104K -4,697 -8%
PMG
35
ProVise Management Group
Florida
$1.12M -$1.02K -46 -0.1%
FM
36
Family Management
New York
$1.11M +$1.11M +50,263 New
WWM
37
Western Wealth Management
Colorado
$1.09M -$22K -1,000 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.07M +$189K +8,574 +21%
OC
39
Oppenheimer & Co
New York
$1.03M -$9.89K -448 -1%
WA
40
Wealthstar Advisors
Texas
$1.01M +$1.01M +46,029 New
MML Investors Services
41
MML Investors Services
Massachusetts
$954K +$144K +6,522 +18%
Citigroup
42
Citigroup
New York
$943K +$55.4K +2,508 +6%
NFG
43
Next Financial Group
Texas
$857K +$57.5K +2,604 +7%
SWP
44
Stratos Wealth Partners
Ohio
$848K +$580K +26,259 +216%
LNC
45
Lincoln National Corp
Pennsylvania
$817K -$173K -7,842 -17%
MCP
46
Mirador Capital Partners
California
$804K +$140K +5,888 +21%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$800K +$119K +5,386 +17%
UCFA
48
United Capital Financial Advisors
Texas
$727K -$179K -8,106 -20%
Truist Financial
49
Truist Financial
North Carolina
$678K -$14.4K -654 -2%
OWA
50
Outlook Wealth Advisors
Texas
$667K +$667K +30,185 New
1
2
3 4 5