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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

250 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
93
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.13M
3
IA
3
IFP Advisors
Florida
$2.64M
4
WJWM
4
Williams Jones Wealth Management
New York
$2.44M
5
UBS Group
5
UBS Group
Switzerland
$26M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.77M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$3.77M
4
Wells Fargo
4
Wells Fargo
California
$2.85M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$3.85M 222,982 +92,325 +71%
GC
27
Guggenheim Capital
Illinois
$3.84M 222,455 +39,647 +22%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.77M 218,165 -242,208 -53%
OPS
29
Orion Portfolio Solutions
Nebraska
$3.77M 218,165 -242,208 -53%
GCP
30
Gill Capital Partners
Colorado
$3.5M 202,740 -5,249 -3%
MIC
31
Means Investment Company
Maine
$3.37M 194,952 +1,097 +0.6%
MWM
32
MorganRosel Wealth Management
Colorado
$3.22M 186,577 +11,017 +6%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$3.13M 181,308 +181,308 New
CA
34
Cetera Advisors
Colorado
$3.08M 178,315 +10,719 +6%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.94M 170,158 -2,471 -1%
Wells Fargo
36
Wells Fargo
California
$2.85M 164,878 -166,526 -50%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.77M 160,583 -44,684 -22%
ECM
38
Evergreen Capital Management
Washington
$2.67M 152,721 -5,793 -4%
IA
39
IFP Advisors
Florida
$2.64M 152,517 +147,017 +2,673%
BCA
40
Bay Colony Advisors
Massachusetts
$2.63M 152,157 +7,576 +5%
WJWM
41
Williams Jones Wealth Management
New York
$2.44M 141,167 +141,167 New
USCWA
42
U.S. Capital Wealth Advisors
Texas
$2.42M 140,335 – –
CAN
43
Cetera Advisor Networks
California
$2.34M 135,449 +10,257 +8%
BRWA
44
B. Riley Wealth Advisors
Florida
$2.32M 132,483 +1,449 +1%
ACM
45
Anfield Capital Management
California
$2.12M 122,606 -1,269 -1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.98M 114,421 +2,394 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.97M 113,900 -4,379 -4%
WWM
48
Western Wealth Management
Colorado
$1.84M 106,204 +1,831 +2%
NA
49
NewEdge Advisors
Louisiana
$1.81M 104,871 -14,932 -12%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.81M 104,480 +1,810 +2%
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