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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
AWS
2
Atria Wealth Solutions
New York
$19.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.14M
4
EH
4
Equitable Holdings
New York
$3.35M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.92M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$14.9M
2
Bank of America
2
Bank of America
North Carolina
$52.9M
3
UBS Group
3
UBS Group
Switzerland
$36.8M
4
SCM
4
Seascape Capital Management
New Hampshire
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$4.8M +$820K +42,324 +21%
GCP
27
Gill Capital Partners
Colorado
$4.1M -$94.4K -4,873 -2%
BCI
28
Brinker Capital Investments
Pennsylvania
$4M +$25.2K +1,298 +0.6%
UCIG
29
Ulrich Consultants & Investment Group
New Mexico
$3.82M -$59.1K -3,050 -2%
ECM
30
Evergreen Capital Management
Washington
$3.55M -$186K -9,499 -5%
FFA
31
First Foundation Advisors
California
$3.47M -$685K -35,321 -16%
EH
32
Equitable Holdings
New York
$3.35M +$2.77M +142,761 +472%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$3.17M +$326K +16,795 +11%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.14M +$3.14M +161,778 New
CA
35
Cetera Advisors
Colorado
$3.11M +$1.21M +62,376 +64%
HKAM
36
Horizon Kinetics Asset Management
New York
$3M -$60.5K -3,120 -2%
GC
37
Guggenheim Capital
Illinois
$2.98M +$40.4K +2,084 +1%
SPC
38
Sigma Planning Corp
Michigan
$2.94M -$1.66M -85,451 -36%
BRWA
39
B. Riley Wealth Advisors
Florida
$2.92M +$2.09M +107,677 +252%
WWM
40
Western Wealth Management
Colorado
$2.86M +$879K +45,315 +44%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.82M -$1.16M -59,833 -29%
MWM
42
MorganRosel Wealth Management
Colorado
$2.79M +$1.17M +60,129 +72%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.56M +$222K +11,466 +10%
MIC
44
Means Investment Company
Maine
$2.46M +$861K +44,414 +54%
MFG
45
Merit Financial Group
Georgia
$2.41M -$714K -36,817 -23%
CAN
46
Cetera Advisor Networks
California
$2.35M -$35.8K -1,846 -1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.34M +$192K +9,892 +9%
ACM
48
Anfield Capital Management
California
$2.26M -$8.2K -423 -0.4%
First Trust Advisors
49
First Trust Advisors
Illinois
$2.26M -$318K -16,421 -12%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.23M +$96.2K +4,959 +5%
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