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PIMCO Dynamic Income Fund
PDI

237 hedge funds and large institutions have $1.28B invested in PIMCO Dynamic Income Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

74% more capital invested

Capital invested by funds: $733M → $1.28B (+$542M)

8% more funds holding

Funds holding: 219 → 237 (+18)

8% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 77

0.09% more ownership

Funds ownership: 16.71% → 16.8% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
237
Holders Change
+18
Holders Change %
+8.22%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
83
Reduced
77
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.2M
2
FHC
First Heartland Consultants
Missouri
+$5.54M
3
SCM
SOL Capital Management
Maryland
+$4.54M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.07M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$12M
2
RCM
Rivernorth Capital Management
Florida
-$8.92M
3
UBS Group
UBS Group
Switzerland
-$6.73M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.25M
5
HCM
Howland Capital Management
Massachusetts
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
26
BDO Wealth Advisors
Florida
$4.92M +$167K +8,520 +3%
WWMSC
27
Wagner Wealth Management (South Carolina)
South Carolina
$4.64M +$70.5K +3,593 +1%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.86M +$44.5K +2,268 +1%
GCP
29
Gill Capital Partners
Colorado
$3.85M -$54.8K -2,790 -1%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.7M +$752K +38,304 +24%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$3.16M +$147K +7,500 +5%
MIC
32
Means Investment Company
Maine
$3.16M +$862K +43,943 +35%
ECM
33
Evergreen Capital Management
Washington
$3.04M -$358K -18,265 -10%
CA
34
Cetera Advisors
Colorado
$2.94M -$22.6K -1,151 -0.7%
GC
35
Guggenheim Capital
Illinois
$2.91M +$63.4K +3,231 +2%
HKAM
36
Horizon Kinetics Asset Management
New York
$2.83M -$32.4K -1,649 -1%
MWM
37
MorganRosel Wealth Management
Colorado
$2.74M +$90.6K +4,619 +3%
BRWA
38
B. Riley Wealth Advisors
Florida
$2.68M -$140K -7,155 -5%
SPC
39
Sigma Planning Corp
Michigan
$2.65M -$158K -8,043 -5%
MA
40
MAS Advisors
Florida
$2.44M +$362K +18,433 +16%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.39M -$57.9K -2,952 -2%
CAN
42
Cetera Advisor Networks
California
$2.36M +$130K +6,644 +5%
MFG
43
Merit Financial Group
Georgia
$2.33M +$32.7K +1,665 +1%
PGWM
44
Parisi Gray Wealth Management
New Jersey
$2.27M +$1.03M +52,559 +75%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$2.25M +$208K +10,624 +10%
FFA
46
First Foundation Advisors
California
$2.15M -$1.23M -62,602 -35%
NA
47
NewEdge Advisors
Louisiana
$2.14M +$204K +10,384 +9%
AAS
48
Avantax Advisory Services
Texas
$2.06M +$1.35M +68,552 +160%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$2.05M -$671K -34,214 -24%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.04M -$92.9K -4,734 -4%
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PDI Hedge Fund Activity: Q4 2022 in Review

237 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2022, worth a combined $1.28B — up 74% from $733M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PDI positions and 21 closed out — a net gain of 22 holders — while 83 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.2M. The largest seller was Bank of America, cutting an estimated $12M.

  • 237 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2022, up from 219 in Q3 2022.
  • Funds reported $1.28B of PIMCO Dynamic Income Fund stock for Q4 2022, up 74% quarter-over-quarter.
  • 43 funds opened new PIMCO Dynamic Income Fund positions in Q4 2022 and 21 closed out, a net change of +22 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $26.2M added.
  • The largest PIMCO Dynamic Income Fund seller in Q4 2022 was Bank of America, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2022.