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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.68M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$236M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$5.85M 288,379 +45,250 +19%
MHFA
27
Mission Hills Financial Advisory
California
$5.84M 297,018 +297,018 New
AWM
28
AE Wealth Management
Kansas
$5.23M 258,187 -1,372 -0.5%
AAS
29
Avantax Advisory Services
Texas
$5.19M 255,919 +116,965 +84%
RJA
30
Raymond James & Associates
Florida
$4.89M 241,397 -185,829 -43%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$4.68M 230,725 +199,567 +641%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.29M 211,593 +10,008 +5%
OPS
33
Orion Portfolio Solutions
Nebraska
$4.19M 206,613 -5,325 -3%
BCI
34
Brinker Capital Investments
Pennsylvania
$4.19M 206,613 -5,325 -3%
BWG
35
Beta Wealth Group
California
$4.17M 205,640 +5,528 +3%
MIC
36
Means Investment Company
Maine
$4.07M 200,663 +4,551 +2%
PS
37
Principal Securities
Iowa
$3.99M 196,966 +9,814 +5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$3.72M 183,687 -8,416 -4%
BCA
39
Bay Colony Advisors
Massachusetts
$3.67M 180,961 +512 +0.3%
GCP
40
Gill Capital Partners
Colorado
$3.55M 175,211 -1,411 -0.8%
Wells Fargo
41
Wells Fargo
California
$3.42M 168,658 +5,765 +4%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$3.37M 166,423 -40,239 -19%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$3.26M 160,820 +5,045 +3%
QHA
44
Quarry Hill Advisors
Minnesota
$3.12M 153,827 +3,827 +3%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$3M 148,210 +1,500 +1%
BRWA
46
B. Riley Wealth Advisors
Florida
$2.83M 138,123 -19,277 -12%
B
47
Bensler
Washington
$2.64M 130,178 +38,030 +41%
ECM
48
Evergreen Capital Management
Washington
$2.61M 127,224 -2,810 -2%
CAM
49
Cresset Asset Management
Illinois
$2.59M 127,198 +11,962 +10%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2.5M 123,269 -1,848 -1%
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