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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

236 hedge funds and large institutions have $691M invested in PIMCO Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
106
Reduced
63
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
RCM
2
Rivernorth Capital Management
Florida
$21.7M
3
Jane Street
3
Jane Street
New York
$6.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.1M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$4.63M

Top Sellers

1
HCM
1
Howland Capital Management
Massachusetts
$213K
2
Invesco
2
Invesco
Georgia
$0
3
AWS
3
Atria Wealth Solutions
New York
$6.72M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$4.95M -$98.3K -5,455 -2%
BCI
27
Brinker Capital Investments
Pennsylvania
$4.63M +$873K +48,463 +23%
OPS
28
Orion Portfolio Solutions
Nebraska
$4.63M +$3.79M +210,303 +449%
GCP
29
Gill Capital Partners
Colorado
$3.75M -$6.09K -338 -0.2%
HF
30
HRT Financial
New York
$3.51M +$3.51M +194,763 New
ACP
31
Arcus Capital Partners
Georgia
$3.49M +$3.49M +193,600 New
MIC
32
Means Investment Company
Maine
$3.34M +$262K +14,532 +9%
CA
33
Cetera Advisors
Colorado
$3.01M +$143K +7,908 +5%
MWM
34
MorganRosel Wealth Management
Colorado
$3.01M +$333K +18,472 +12%
ECM
35
Evergreen Capital Management
Washington
$2.92M -$47.3K -2,593 -2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.87M +$895K +49,655 +45%
GC
37
Guggenheim Capital
Illinois
$2.81M -$23.2K -1,287 -0.8%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$2.74M -$349K -19,384 -11%
FFA
39
First Foundation Advisors
California
$2.73M +$630K +34,988 +30%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.7M +$91.4K +5,016 +4%
SPC
41
Sigma Planning Corp
Michigan
$2.56M -$27.7K -1,538 -1%
AWM
42
AE Wealth Management
Kansas
$2.44M +$619K +34,358 +34%
HKAM
43
Horizon Kinetics Asset Management
New York
$2.37M -$394K -21,872 -14%
MA
44
MAS Advisors
Florida
$2.37M -$16.6K -920 -0.7%
CAN
45
Cetera Advisor Networks
California
$2.28M -$21.6K -1,196 -0.9%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.23M -$97.5K -5,411 -4%
AAS
47
Avantax Advisory Services
Texas
$2.12M +$114K +6,324 +6%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$2.09M -$102K -5,683 -5%
NA
49
NewEdge Advisors
Louisiana
$2.09M -$189K -10,437 -8%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.06M +$74.7K +4,149 +4%
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