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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

134 hedge funds and large institutions have $285M invested in PIMCO Dynamic Income Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
58
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.81M
2
WA
2
Wealthstar Advisors
Texas
$1.9M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$1.62M
4
LPL Financial
4
LPL Financial
California
$8.15M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.31M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.34M
2
GG
2
Golden Green
South Carolina
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
CRC
4
Catawba River Capital
South Carolina
$0
5
SCM
5
Seascape Capital Management
New Hampshire
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$2.29M 79,305 -3,727 -4%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$2.2M 76,196 +2,177 +3%
SWP
28
Stratos Wealth Partners
Ohio
$1.97M 68,513 +6,740 +11%
WA
29
Wealthstar Advisors
Texas
$1.9M 65,890 +65,890 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.85M 64,156 -416 -0.6%
SAM
31
Secure Asset Management
Michigan
$1.78M 61,750 +1,600 +3%
IWP
32
Icon Wealth Partners
Texas
$1.72M 59,776 – –
Wells Fargo
33
Wells Fargo
California
$1.71M 59,304 +543 +0.9%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.62M 56,196 +393 +0.7%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$1.62M 56,060 +56,060 New
BWG
36
Beta Wealth Group
California
$1.58M 54,883 +735 +1%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.5M 51,889 +19,483 +60%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.44M 49,857 +7,015 +16%
PMG
39
ProVise Management Group
Florida
$1.32M 45,728 -1,191 -3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.31M 45,642 +36,521 +400%
Stifel Financial
41
Stifel Financial
Missouri
$1.3M 44,987 -536 -1%
PA
42
Paragon Advisors
Texas
$1.29M 44,612 -421 -0.9%
DADC
43
D.A. Davidson & Co
Montana
$1.16M 40,204 -698 -2%
RJA
44
Raymond James & Associates
Florida
$1.12M 38,857 -5,270 -12%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.09M 37,958 +7,782 +26%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.09M 37,839 -2,410 -6%
FFA
47
First Foundation Advisors
California
$1.02M 35,246 +18,375 +109%
MAFM
48
Mid Atlantic Financial Management
Pennsylvania
$997K 34,600 -1,200 -3%
WWM
49
Western Wealth Management
Colorado
$964K 33,500 -1,610 -5%
CWM
50
Cornerstone Wealth Management
Missouri
$920K 31,929 -16,347 -34%
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