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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

132 hedge funds and large institutions have $272M invested in PIMCO Dynamic Income Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
57
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$26M
2
PCM
2
Penserra Capital Management
California
$13.2M
3
HCM
3
Howland Capital Management
Massachusetts
$12.1M
4
LPL Financial
4
LPL Financial
California
$9.44M
5
Invesco
5
Invesco
Georgia
$14.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$25.4M
2
MIC
2
Means Investment Company
Maine
$0
3
RA
3
Riverstone Advisors
Texas
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$2.72M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.56M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.98M 74,394 +22,505 +43%
SWP
27
Stratos Wealth Partners
Ohio
$1.93M 72,596 +4,083 +6%
WA
28
Wealthstar Advisors
Texas
$1.88M 70,710 +4,820 +7%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.66M 62,274 -1,882 -3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.63M 61,315 +11,458 +23%
Wells Fargo
31
Wells Fargo
California
$1.59M 59,977 +673 +1%
IWP
32
Icon Wealth Partners
Texas
$1.58M 59,586 -190 -0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.58M 59,440 +3,244 +6%
BWG
34
Beta Wealth Group
California
$1.52M 57,080 +2,197 +4%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$1.47M 55,355 -705 -1%
KAS
36
Kestra Advisory Services
Texas
$1.41M 52,967 +38,284 +261%
Stifel Financial
37
Stifel Financial
Missouri
$1.32M 49,586 +4,599 +10%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.28M 47,882 +2,240 +5%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$1.15M 43,103 +8,503 +25%
SAM
40
Secure Asset Management
Michigan
$1.1M 41,360 -20,390 -33%
RJA
41
Raymond James & Associates
Florida
$1.08M 40,721 +1,864 +5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.05M 39,401 +1,443 +4%
PMG
43
ProVise Management Group
Florida
$1.03M 38,680 -7,048 -15%
SWM
44
Spire Wealth Management
Virginia
$998K 37,531 +8,921 +31%
DADC
45
D.A. Davidson & Co
Montana
$994K 37,398 -2,806 -7%
PA
46
Paragon Advisors
Texas
$973K 36,623 -7,989 -18%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$966K 36,347 +10,834 +42%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$959K 36,171 +36,171 New
FFA
49
First Foundation Advisors
California
$888K 33,396 -1,850 -5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$881K 33,156 +2,513 +8%
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