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PIMCO Dynamic Income Fund
PDI

243 hedge funds and large institutions have $760M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $694M → $760M (+$65.5M)

2% more funds holding

Funds holding: 239 → 243 (+4)

0.53% more ownership

Funds ownership: 17.35% → 17.88% (+0.53%)

Holders
243
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.82%
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
100
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$10.2M
2
RCM
Rivernorth Capital Management
Florida
+$9.37M
3
SCM
SOL Capital Management
Maryland
+$5.31M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.7M
5
OPS
Orion Portfolio Solutions
Nebraska
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.78M
2
Jane Street
Jane Street
New York
-$6.12M
3
FHC
First Heartland Consultants
Missouri
-$6M
4
Bank of America
Bank of America
North Carolina
-$4.73M
5
HF
HRT Financial
New York
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
26
BDO Wealth Advisors
Florida
$5.35M +$183K +10,077 +4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$5.27M +$113K +6,229 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$5.27M -$161K -8,869 -3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$4.11M +$1.08M +59,589 +37%
GCP
30
Gill Capital Partners
Colorado
$3.9M -$4.08K -224 -0.1%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$3.85M -$2.42M -133,276 -39%
MIC
32
Means Investment Company
Maine
$3.63M +$155K +8,517 +5%
GC
33
Guggenheim Capital
Illinois
$3.43M +$489K +26,888 +17%
MWM
34
MorganRosel Wealth Management
Colorado
$3.29M +$156K +8,588 +5%
MML Investors Services
35
MML Investors Services
Massachusetts
$3.24M +$890K +48,933 +40%
CA
36
Cetera Advisors
Colorado
$3.14M +$7.57K +416 +0.2%
ECM
37
Evergreen Capital Management
Washington
$3.01M -$27.2K -1,495 -0.9%
IFG
38
Independent Financial Group
California
$3M +$309K +16,980 +12%
FFA
39
First Foundation Advisors
California
$2.84M +$418 +23 +0%
BCA
40
Bay Colony Advisors
Massachusetts
$2.71M +$1.06M +58,472 +68%
USCWA
41
U.S. Capital Wealth Advisors
Texas
$2.63M -$208K -11,447 -8%
SPC
42
Sigma Planning Corp
Michigan
$2.63M -$31.9K -1,756 -1%
BRWA
43
B. Riley Wealth Advisors
Florida
$2.48M -$314K -17,247 -12%
AAS
44
Avantax Advisory Services
Texas
$2.45M +$238K +13,064 +11%
CAN
45
Cetera Advisor Networks
California
$2.35M -$28.4K -1,562 -1%
ACM
46
Anfield Capital Management
California
$2.32M +$215K +11,844 +11%
PGWM
47
Parisi Gray Wealth Management
New Jersey
$2.29M +$1M +55,000 +76%
NA
48
NewEdge Advisors
Louisiana
$2.25M +$87.4K +4,804 +4%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.22M +$68.8K +3,783 +3%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.1M +$270K +14,821 +15%
1
2
3 4 5

PDI Hedge Fund Activity: Q2 2023 in Review

243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2023, worth a combined $760M — up 9.4% from $694M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PDI positions and 24 closed out — a net gain of 8 holders — while 100 added to existing stakes and 68 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $10.2M. The largest seller was Morgan Stanley, cutting an estimated $6.78M.

  • 243 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2023, up from 239 in Q1 2023.
  • Funds reported $760M of PIMCO Dynamic Income Fund stock for Q2 2023, up 9.4% quarter-over-quarter.
  • 32 funds opened new PIMCO Dynamic Income Fund positions in Q2 2023 and 24 closed out, a net change of +8 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q2 2023 was Atria Wealth Solutions, an estimated $10.2M added.
  • The largest PIMCO Dynamic Income Fund seller in Q2 2023 was Morgan Stanley, an estimated $6.78M sold.

Based on aggregated 13F filings for Q2 2023.