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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

109 hedge funds and large institutions have $231M invested in PIMCO Dynamic Income Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
109
Holders Change
-9
Holders Change %
-7.63%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
10
Increased
37
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Howland Capital Management
Massachusetts
$12.3M
2
PA
2
Paragon Advisors
Texas
$5.29M
3
SWM
3
Strategic Wealth Management
Washington
$3.43M
4
SAM
4
Secure Asset Management
Michigan
$1.95M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.67M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.97M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.7M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Secure Asset Management
Michigan
$1.95M 78,980 +78,980 New
SPC
27
Sigma Planning Corp
Michigan
$1.89M 76,389 -3,825 -5%
DADC
28
D.A. Davidson & Co
Montana
$1.85M 74,791 -19,748 -21%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$1.84M 74,331 +17,657 +31%
IWP
30
Icon Wealth Partners
Texas
$1.47M 59,320 – –
Wells Fargo
31
Wells Fargo
California
$1.44M 58,122 -31,225 -35%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.34M 54,225 +253 +0.5%
CAN
33
Cetera Advisor Networks
California
$1.34M 54,006 -22,551 -29%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.32M 53,478 -42,393 -44%
PMG
35
ProVise Management Group
Florida
$1.25M 50,366 -421 -0.8%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.23M 49,541 +1,083 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.13M 45,780 +2,586 +6%
SWP
38
Stratos Wealth Partners
Ohio
$1.12M 45,290 +6,884 +18%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.12M 45,275 -12,362 -21%
Citigroup
40
Citigroup
New York
$986K 39,892 -2,808 -7%
NFG
41
Next Financial Group
Texas
$984K 39,792 +982 +3%
FM
42
Family Management
New York
$910K 36,807 -13,456 -27%
SFS
43
Sowell Financial Services
Arkansas
$884K 35,754 -21,601 -38%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$882K 35,667 -537 -1%
MCP
45
Mirador Capital Partners
California
$854K 34,561 +696 +2%
WWM
46
Western Wealth Management
Colorado
$781K 31,610 -17,784 -36%
UCFA
47
United Capital Financial Advisors
Texas
$736K 29,770 -3,123 -9%
LNC
48
Lincoln National Corp
Pennsylvania
$719K 29,113 -7,869 -21%
5L
49
55I LLC
Massachusetts
$713K 28,844 +18,653 +183%
APA
50
American Portfolios Advisors
New York
$708K 28,631 +1,537 +6%
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