PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

230 hedge funds and large institutions have $802M invested in PIMCO Dynamic Income Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 32 closing their positions.

Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
80
Reduced
84
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$16.5M
2
BWA
2
BDO Wealth Advisors
Florida
$5.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.5M
4
MA
4
MAS Advisors
Florida
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
N
3
Natixis
France
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.62M
5
VIA
5
Vident Investment Advisory
Georgia
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.81M +$212K +10,279 +5%
FFA
27
First Foundation Advisors
California
$4.47M -$28.4K -1,361 -0.6%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$4.46M +$1.95M +93,252 +77%
WWM
29
Wagner Wealth Management
South Carolina
$4.29M +$451K +21,606 +12%
BCI
30
Brinker Capital Investments
Pennsylvania
$4.28M -$605K -28,970 -12%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$4.28M +$54.1K +2,593 +1%
UCIG
32
Ulrich Consultants & Investment Group
New Mexico
$4.18M +$4.18M +200,185 New
ECM
33
Evergreen Capital Management
Washington
$4.02M -$647K -30,671 -14%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$3.62M -$1.89M -90,493 -34%
MFG
35
Merit Financial Group
Georgia
$3.36M +$624K +29,912 +23%
HKAM
36
Horizon Kinetics Asset Management
New York
$3.3M -$50.6K -2,425 -2%
SCM
37
Seascape Capital Management
New Hampshire
$3.26M +$49.5K +2,370 +2%
GC
38
Guggenheim Capital
Illinois
$3.17M +$238K +11,383 +8%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$3.07M +$1.66M +79,449 +118%
First Trust Advisors
40
First Trust Advisors
Illinois
$2.78M +$10.6K +509 +0.4%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$2.69M +$42.1K +2,019 +2%
CAN
42
Cetera Advisor Networks
California
$2.57M -$1.03M -49,361 -29%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.52M -$2.8K -134 -0.1%
ACM
44
Anfield Capital Management
California
$2.44M +$160K +7,667 +7%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$2.44M -$233K -11,178 -9%
NA
46
NewEdge Advisors
Louisiana
$2.35M +$20.5K +981 +0.9%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.31M -$393K -18,824 -15%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.3M -$87.3K -4,180 -4%
MA
49
MAS Advisors
Florida
$2.28M +$2.28M +109,452 New
DC
50
Davenport & Co
Virginia
$2.14M +$196K +9,389 +10%
1
2
3 4 5