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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

269 hedge funds and large institutions have $818M invested in PIMCO Dynamic Income Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
113
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$216M
2
KC
2
Kingfisher Capital
North Carolina
$6.77M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12.9M
5
QHA
5
Quarry Hill Advisors
Minnesota
$2.82M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.3M
4
HIC
4
Hartline Investment Corp
Illinois
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$5.6M 297,913 +53,144 +22%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$5.6M 297,755 +31,040 +12%
AWM
28
AE Wealth Management
Kansas
$4.88M 259,559 -14,108 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.57M 243,129 -4,497 -2%
OPS
30
Orion Portfolio Solutions
Nebraska
$3.99M 211,938 +6,005 +3%
BCI
31
Brinker Capital Investments
Pennsylvania
$3.99M 211,938 +6,005 +3%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.89M 206,662 +7,098 +4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.79M 201,585 +13,941 +7%
BWG
34
Beta Wealth Group
California
$3.76M 200,112 -2,728 -1%
MIC
35
Means Investment Company
Maine
$3.69M 196,112 -5,408 -3%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$3.61M 192,103 +34,377 +22%
PS
37
Principal Securities
Iowa
$3.52M 187,152 -21,814 -10%
BCA
38
Bay Colony Advisors
Massachusetts
$3.39M 180,449 -1,015 -0.6%
GCP
39
Gill Capital Partners
Colorado
$3.32M 176,622 -10,092 -5%
Wells Fargo
40
Wells Fargo
California
$3.06M 162,893 +5,862 +4%
BRWA
41
B. Riley Wealth Advisors
Florida
$3M 157,400 +24,917 +19%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$2.93M 155,775 -32,534 -17%
QHA
43
Quarry Hill Advisors
Minnesota
$2.82M 150,000 +121,704 +430%
USCWA
44
U.S. Capital Wealth Advisors
Texas
$2.76M 146,710 +3,574 +2%
AAS
45
Avantax Advisory Services
Texas
$2.61M 138,954 +8,568 +7%
ECM
46
Evergreen Capital Management
Washington
$2.47M 130,034 -8,018 -6%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$2.35M 125,117 +6,799 +6%
WJWM
48
Williams Jones Wealth Management
New York
$2.33M 124,117 -4,415 -3%
CAM
49
Cresset Asset Management
Illinois
$2.18M 115,236 +73 +0.1%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.15M 114,733 +8,918 +8%
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