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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$32.2M
3
SCM
3
SOL Capital Management
Maryland
$11.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.63M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$36M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
26
BDO Wealth Advisors
Florida
$5.35M 285,192 +10,077 +4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$5.27M 281,118 +6,229 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$5.27M 280,957 -8,869 -3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.11M 219,038 +59,589 +37%
GCP
30
Gill Capital Partners
Colorado
$3.9M 207,989 -224 -0.1%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$3.85M 205,267 -133,276 -39%
MIC
32
Means Investment Company
Maine
$3.63M 193,855 +8,517 +5%
GC
33
Guggenheim Capital
Illinois
$3.43M 182,808 +26,888 +17%
MWM
34
MorganRosel Wealth Management
Colorado
$3.29M 175,560 +8,588 +5%
MML Investors Services
35
MML Investors Services
Massachusetts
$3.24M 172,629 +48,933 +40%
CA
36
Cetera Advisors
Colorado
$3.14M 167,596 +416 +0.2%
ECM
37
Evergreen Capital Management
Washington
$3.01M 158,514 -1,495 -0.9%
FFA
38
First Foundation Advisors
California
$2.84M 151,249 +23 +0%
BCA
39
Bay Colony Advisors
Massachusetts
$2.71M 144,581 +58,472 +68%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$2.63M 140,335 -11,447 -8%
SPC
41
Sigma Planning Corp
Michigan
$2.63M 140,093 -1,756 -1%
BRWA
42
B. Riley Wealth Advisors
Florida
$2.48M 131,034 -17,247 -12%
AAS
43
Avantax Advisory Services
Texas
$2.45M 130,657 +13,064 +11%
CAN
44
Cetera Advisor Networks
California
$2.35M 125,192 -1,562 -1%
ACM
45
Anfield Capital Management
California
$2.32M 123,875 +11,844 +11%
PGWM
46
Parisi Gray Wealth Management
New Jersey
$2.29M 127,350 +55,000 +76%
NA
47
NewEdge Advisors
Louisiana
$2.25M 119,803 +4,804 +4%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.22M 118,279 +3,783 +3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$2.1M 112,027 +14,821 +15%
DAS
50
Dynamic Advisor Solutions
Arizona
$2.1M 111,883 +111,883 New
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