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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

135 hedge funds and large institutions have $271M invested in PIMCO Dynamic Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$7.36M
2
GCP
Gill Capital Partners
Colorado
$7.97M
3
Bank of America
Bank of America
North Carolina
$32.1M
4
UBS Group
UBS Group
Switzerland
$21.8M
5
PGWM
Parisi Gray Wealth Management
New Jersey
$2.08M

Top Sellers

1
IC
IEQ Capital
California
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.07M
3
Millennium Management
Millennium Management
New York
$0
4
Stifel Financial
Stifel Financial
Missouri
$1.28M
5
SCM
Seascape Capital Management
New Hampshire
$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$2.34M -$150K -5,329 -6%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$2.08M +$2.08M +74,019 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.82M -$67.1K -2,383 -4%
SWP
29
Stratos Wealth Partners
Ohio
$1.74M +$285K +10,121 +20%
SAM
30
Secure Asset Management
Michigan
$1.69M -$296K -10,500 -15%
IWP
31
Icon Wealth Partners
Texas
$1.68M – – –
Wells Fargo
32
Wells Fargo
California
$1.65M -$32.8K -1,166 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.57M +$15.7K +559 +1%
BWG
34
Beta Wealth Group
California
$1.52M -$203K -7,230 -12%
TVAMP
35
Tennessee Valley Asset Management Partners
Tennessee
$1.51M -$353K -12,530 -19%
GG
36
Golden Green
South Carolina
$1.36M -$38.9K -1,383 -3%
CWM
37
Cornerstone Wealth Management
Missouri
$1.36M +$44.8K +1,592 +3%
PMG
38
ProVise Management Group
Florida
$1.32M -$28.7K -1,020 -2%
Stifel Financial
39
Stifel Financial
Missouri
$1.28M -$1.51M -53,761 -54%
PA
40
Paragon Advisors
Texas
$1.27M -$306K -10,883 -19%
RJA
41
Raymond James & Associates
Florida
$1.24M +$81.4K +2,892 +7%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.21M +$256K +9,082 +27%
DADC
43
D.A. Davidson & Co
Montana
$1.15M +$19.6K +695 +2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.13M +$1.13M +40,249 New
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
$1.01M +$160K +5,700 +19%
WWM
46
Western Wealth Management
Colorado
$988K +$12.7K +453 +1%
SFS
47
Sowell Financial Services
Arkansas
$938K -$44.2K -1,505 -4%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$912K -$166K -5,907 -15%
MML Investors Services
49
MML Investors Services
Massachusetts
$912K +$3.38K +120 +0.4%
GC
50
Guggenheim Capital
Illinois
$851K -$2.06K -73 -0.2%
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