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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$37.2M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$6.28M 242,353 +242,353 New
BCI
27
Brinker Capital Investments
Pennsylvania
$6.25M 241,248 +241,248 New
FFA
28
First Foundation Advisors
California
$5.77M 222,713 +189,317 +567%
GCP
29
Gill Capital Partners
Colorado
$5.63M 217,395 -43,513 -17%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$5.24M 202,072 +140,757 +230%
SWM
31
Strategic Wealth Management
Washington
$5.19M 200,185 +4,350 +2%
CAN
32
Cetera Advisor Networks
California
$4.53M 174,763 +38,574 +28%
HKAM
33
Horizon Kinetics Asset Management
New York
$4.19M 161,700 +46,638 +41%
First Trust Advisors
34
First Trust Advisors
Illinois
$3.54M 136,735 +136,735 New
GC
35
Guggenheim Capital
Illinois
$3.53M 136,130 +118,247 +661%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$3.39M 130,876 +19,302 +17%
MML Investors Services
37
MML Investors Services
Massachusetts
$3.32M 127,979 +53,585 +72%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$3.31M 127,914 +72,559 +131%
Stifel Financial
39
Stifel Financial
Missouri
$3.21M 123,958 +74,372 +150%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.12M 120,383 +80,982 +206%
VIA
41
Vident Investment Advisory
Georgia
$3.12M 120,216 +120,216 New
NA
42
NewEdge Advisors
Louisiana
$3.03M 116,965 +116,965 New
HighTower Advisors
43
HighTower Advisors
Illinois
$3M 115,735 +56,295 +95%
WAM
44
Weiss Asset Management
Massachusetts
$2.95M 113,954 +113,954 New
BRWA
45
B. Riley Wealth Advisors
Florida
$2.71M 104,696 +85,778 +453%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.65M 102,094 +65,747 +181%
SWP
47
Stratos Wealth Partners
Ohio
$2.39M 92,046 +19,450 +27%
WS
48
Wedbush Securities
California
$2.37M 91,480 +79,900 +690%
MFG
49
Merit Financial Group
Georgia
$2.23M 86,219 +6,370 +8%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.2M 84,788 +84,788 New
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