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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
PS
4
Principal Securities
Iowa
$4.99M
5
SWP
5
Significant Wealth Partners
Illinois
$3.98M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$4.7M 261,836 +39,381 +18%
BCI
27
Brinker Capital Investments
Pennsylvania
$4.34M 232,948 +14,783 +7%
OPS
28
Orion Portfolio Solutions
Nebraska
$4.34M 232,948 +14,783 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.25M 237,026 +123,126 +108%
SWP
30
Significant Wealth Partners
Illinois
$3.98M 221,818 +221,818 New
BWG
31
Beta Wealth Group
California
$3.97M 221,351 +142,553 +181%
TVAMP
32
Tennessee Valley Asset Management Partners
Tennessee
$3.91M 217,948 +119,055 +120%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.89M 216,812 -9,156 -4%
IA
34
IFP Advisors
Florida
$3.89M 216,703 +64,186 +42%
MIC
35
Means Investment Company
Maine
$3.56M 198,361 +3,409 +2%
CA
36
Cetera Advisors
Colorado
$3.44M 191,800 +13,485 +8%
BCA
37
Bay Colony Advisors
Massachusetts
$3.4M 189,213 +37,056 +24%
GCP
38
Gill Capital Partners
Colorado
$3.39M 188,736 -14,004 -7%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.8M 156,167 -13,991 -8%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$2.72M 151,668 -29,640 -16%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2.68M 149,574 -11,009 -7%
Wells Fargo
42
Wells Fargo
California
$2.67M 148,958 -15,920 -10%
ECM
43
Evergreen Capital Management
Washington
$2.63M 144,627 -8,094 -5%
CAN
44
Cetera Advisor Networks
California
$2.61M 145,515 +10,066 +7%
MWM
45
MorganRosel Wealth Management
Colorado
$2.59M 144,495 -42,082 -23%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$2.47M 137,505 -2,830 -2%
WJWM
47
Williams Jones Wealth Management
New York
$2.45M 136,248 -4,919 -3%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.32M 127,834 -4,649 -4%
AAS
49
Avantax Advisory Services
Texas
$2.29M 127,543 -95,439 -43%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.26M 125,993 +11,572 +10%
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