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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

266 hedge funds and large institutions have $842M invested in PIMCO Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
266
Holders Change
+9
Holders Change %
+3.5%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
111
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$17.4M
2
Bank of America
2
Bank of America
North Carolina
$48.6M
3
LPL Financial
3
LPL Financial
California
$46.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.52M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$5.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
AWM
2
AE Wealth Management
Kansas
$5.28M
3
RCM
3
Rivernorth Capital Management
Florida
$16.1M
4
SWP
4
Significant Wealth Partners
Illinois
$1.5M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$5.28M 273,667 -173,895 -39%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$5.14M 266,715 +266,715 New
HighTower Advisors
28
HighTower Advisors
Illinois
$4.77M 247,626 +10,600 +4%
IA
29
IFP Advisors
Florida
$4.72M 244,769 +28,066 +13%
CA
30
Cetera Advisors
Colorado
$4.44M 230,210 +38,410 +20%
PS
31
Principal Securities
Iowa
$4.03M 208,966 -69,121 -25%
BCI
32
Brinker Capital Investments
Pennsylvania
$3.97M 205,933 -27,015 -12%
OPS
33
Orion Portfolio Solutions
Nebraska
$3.97M 205,933 -27,015 -12%
BWG
34
Beta Wealth Group
California
$3.91M 202,840 -18,511 -8%
MIC
35
Means Investment Company
Maine
$3.89M 201,520 +3,159 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.85M 199,564 +47,896 +32%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$3.63M 188,309 -79,119 -30%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$3.62M 187,644 -29,168 -13%
GCP
39
Gill Capital Partners
Colorado
$3.55M 186,714 -2,022 -1%
BCA
40
Bay Colony Advisors
Massachusetts
$3.5M 181,464 -7,749 -4%
HIC
41
Hartline Investment Corp
Illinois
$3.5M 181,464 +181,464 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$3.04M 157,726 +8,152 +5%
Wells Fargo
43
Wells Fargo
California
$3.03M 157,031 +8,073 +5%
CAN
44
Cetera Advisor Networks
California
$2.92M 151,619 +6,104 +4%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$2.76M 143,136 +5,631 +4%
ECM
46
Evergreen Capital Management
Washington
$2.69M 138,052 -6,575 -5%
AAS
47
Avantax Advisory Services
Texas
$2.52M 130,386 +2,843 +2%
WJWM
48
Williams Jones Wealth Management
New York
$2.48M 128,532 -7,716 -6%
BRWA
49
B. Riley Wealth Advisors
Florida
$2.32M 132,483 +4,649 +4%
PCIA
50
Prime Capital Investment Advisors
Kansas
$2.31M 119,959 +84,522 +239%
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