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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

238 hedge funds and large institutions have $923M invested in PIMCO Dynamic Income Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-21
Holders Change %
-8.11%
% of All Funds
3.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
32
Increased
94
Reduced
70
Closed
47
Calls
–
Puts
$46K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$40.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.2M
3
LPL Financial
3
LPL Financial
California
$28.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.1M
5
CA
5
Cornerstone Advisory
Maryland
$14.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$192M
2
PCM
2
Penserra Capital Management
California
$11.8M
3
UBS Group
3
UBS Group
Switzerland
$61.5M
4
SCM
4
Seascape Capital Management
New Hampshire
$3.75M
5
Invesco
5
Invesco
Georgia
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$5.39M -$520K -21,316 -9%
GCP
27
Gill Capital Partners
Colorado
$5.27M -$28.8K -1,181 -0.5%
FFA
28
First Foundation Advisors
California
$5.25M -$175K -7,191 -3%
AWS
29
Atria Wealth Solutions
New York
$5.08M +$5.08M +207,617 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$4.94M +$2.45M +100,416 +98%
WWM
31
Wagner Wealth Management
South Carolina
$4.48M -$3.25M -133,554 -42%
CAN
32
Cetera Advisor Networks
California
$4.2M -$54.8K -2,250 -1%
HKAM
33
Horizon Kinetics Asset Management
New York
$3.91M -$30.8K -1,265 -0.8%
SCM
34
Seascape Capital Management
New Hampshire
$3.75M -$3.62M -148,454 -49%
VIA
35
Vident Investment Advisory
Georgia
$3.67M +$737K +30,240 +25%
GC
36
Guggenheim Capital
Illinois
$3.43M +$107K +4,379 +3%
First Trust Advisors
37
First Trust Advisors
Illinois
$3.23M -$103K -4,244 -3%
MFG
38
Merit Financial Group
Georgia
$3.19M +$1.09M +44,834 +52%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.15M +$220K +9,021 +7%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$3.12M -$69.1K -2,834 -2%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$3.09M -$26.2K -1,077 -0.8%
Stifel Financial
42
Stifel Financial
Missouri
$3.07M +$52.9K +2,172 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.94M -$177K -7,252 -6%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$2.94M +$872K +35,764 +42%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.79M -$34.9K -1,433 -1%
NA
46
NewEdge Advisors
Louisiana
$2.72M -$132K -5,396 -5%
ACM
47
Anfield Capital Management
California
$2.67M +$1.53M +62,714 +134%
WWM
48
Western Wealth Management
Colorado
$2.52M +$1.24M +51,051 +97%
SWP
49
Stratos Wealth Partners
Ohio
$2.51M +$265K +10,876 +12%
CA
50
Cetera Advisors
Colorado
$2.44M +$1.72M +70,462 +237%
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