PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

136 hedge funds and large institutions have $261M invested in PIMCO Dynamic Income Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 8 closing their positions.

Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
33
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$8.44M
2
Millennium Management
2
Millennium Management
New York
$2.83M
3
TVAMP
3
Tennessee Valley Asset Management Partners
Tennessee
$1.74M
4
CAN
4
Cetera Advisor Networks
California
$3.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.9M

Top Sellers

1
GCP
1
Gill Capital Partners
Colorado
$7.67M
2
Bank of America
2
Bank of America
North Carolina
$26.7M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$0
4
SCM
4
Seascape Capital Management
New Hampshire
$5.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$2.5M 94,721 -1,465 -2%
DC
27
Davenport & Co
Virginia
$2.49M 94,188 -2,855 -3%
MFG
28
Merit Financial Group
Georgia
$2.34M 88,361 -10,558 -11%
Citigroup
29
Citigroup
New York
$1.87M 70,805 +31,237 +79%
SAM
30
Secure Asset Management
Michigan
$1.87M 70,650 -4,700 -6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.77M 66,955 +5,606 +9%
TVAMP
32
Tennessee Valley Asset Management Partners
Tennessee
$1.74M 65,998 +65,998 New
BWG
33
Beta Wealth Group
California
$1.62M 61,378 +61,378 New
Wells Fargo
34
Wells Fargo
California
$1.58M 59,927 -4,293 -7%
IWP
35
Icon Wealth Partners
Texas
$1.58M 59,776 +1,850 +3%
KAS
36
Kestra Advisory Services
Texas
$1.58M 59,895 +46,499 +347%
PA
37
Paragon Advisors
Texas
$1.48M 55,916 -48,921 -47%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.46M 55,244 +1,483 +3%
SWP
39
Stratos Wealth Partners
Ohio
$1.37M 51,652 +2,181 +4%
GG
40
Golden Green
South Carolina
$1.31M 49,694 +49,694 New
PMG
41
ProVise Management Group
Florida
$1.27M 47,939 -1,168 -2%
CWM
42
Cornerstone Wealth Management
Missouri
$1.23M 46,684 +22,996 +97%
RJA
43
Raymond James & Associates
Florida
$1.09M 41,235 +16,373 +66%
DADC
44
D.A. Davidson & Co
Montana
$1.06M 40,207 +2,842 +8%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.01M 38,315 -2,784 -7%
WWM
46
Western Wealth Management
Colorado
$916K 34,657 +2,683 +8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$892K 33,760 +11,265 +50%
SFS
48
Sowell Financial Services
Arkansas
$884K 33,448 -9,504 -22%
MML Investors Services
49
MML Investors Services
Massachusetts
$853K 32,286 -3,383 -9%
CRC
50
Catawba River Capital
South Carolina
$835K 31,577 +31,577 New
1
2
3 4 5