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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

237 hedge funds and large institutions have $1.27B invested in PIMCO Dynamic Income Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
237
Holders Change
+18
Holders Change %
+8.22%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
82
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$579M
2
Morgan Stanley
2
Morgan Stanley
New York
$180M
3
FHC
3
First Heartland Consultants
Missouri
$5.22M
4
SCM
4
SOL Capital Management
Maryland
$5.13M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$39.1M
2
RCM
2
Rivernorth Capital Management
Florida
$5.79M
3
UBS Group
3
UBS Group
Switzerland
$28.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$954K
5
HCM
5
Howland Capital Management
Massachusetts
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
BDO Wealth Advisors
Florida
$4.92M +$157K +8,520 +3%
WWM
27
Wagner Wealth Management
South Carolina
$4.64M +$66.4K +3,593 +1%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.86M +$41.9K +2,268 +1%
GCP
29
Gill Capital Partners
Colorado
$3.85M -$51.6K -2,790 -1%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.7M +$708K +38,304 +24%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$3.16M +$139K +7,500 +5%
MIC
32
Means Investment Company
Maine
$3.16M +$812K +43,943 +35%
ECM
33
Evergreen Capital Management
Washington
$3.04M -$342K -18,265 -10%
CA
34
Cetera Advisors
Colorado
$2.94M -$21.3K -1,151 -0.7%
GC
35
Guggenheim Capital
Illinois
$2.91M +$59.7K +3,231 +2%
HKAM
36
Horizon Kinetics Asset Management
New York
$2.83M -$30.5K -1,649 -1%
MWM
37
MorganRosel Wealth Management
Colorado
$2.74M +$85.4K +4,619 +3%
BRWA
38
B. Riley Wealth Advisors
Florida
$2.68M -$134K -7,155 -5%
SPC
39
Sigma Planning Corp
Michigan
$2.65M -$149K -8,043 -5%
MA
40
MAS Advisors
Florida
$2.44M +$341K +18,433 +16%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.39M -$54.6K -2,952 -2%
CAN
42
Cetera Advisor Networks
California
$2.36M +$123K +6,644 +5%
MFG
43
Merit Financial Group
Georgia
$2.33M +$30.8K +1,665 +1%
PGWM
44
Parisi Gray Wealth Management
New Jersey
$2.27M +$971K +52,559 +75%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$2.25M +$196K +10,624 +10%
FFA
46
First Foundation Advisors
California
$2.15M -$1.16M -62,602 -35%
NA
47
NewEdge Advisors
Louisiana
$2.14M +$177K +10,384 +9%
AAS
48
Avantax Advisory Services
Texas
$2.06M +$1.27M +68,552 +160%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$2.05M -$632K -34,214 -24%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.04M -$87.4K -4,734 -4%
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