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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
SF
3
Summit Financial
New Jersey
$7.43M
4
AWS
4
Atria Wealth Solutions
New York
$33M
5
LPL Financial
5
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$413M
2
CL
2
Choreo LLC
Illinois
$0
3
IAIM
3
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
5
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$6.21M +$536K +29,245 +9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.06M +$92.5K +5,042 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$5.11M -$178K -9,701 -3%
CWP
29
Cyndeo Wealth Partners
Florida
$4.67M +$3.35M +182,879 +255%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.43M +$551K +30,066 +14%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.13M +$3.92M +213,623 +1,891%
MIC
32
Means Investment Company
Maine
$3.96M +$279K +15,193 +8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.95M -$281K -15,312 -7%
PS
34
Principal Securities
Iowa
$3.91M +$297K +16,210 +8%
AWM
35
AE Wealth Management
Kansas
$3.91M -$829K -45,228 -18%
BWG
36
Beta Wealth Group
California
$3.8M +$31.1K +1,694 +0.8%
OPS
37
Orion Portfolio Solutions
Nebraska
$3.73M -$55.8K -3,041 -1%
BCI
38
Brinker Capital Investments
Pennsylvania
$3.73M -$55.8K -3,041 -1%
SA
39
Sovran Advisors
California
$3.62M +$3.62M +192,760 New
AAS
40
Avantax Advisory Services
Texas
$3.54M -$1.16M -63,020 -25%
NWMP
41
Noble Wealth Management PBC
Colorado
$3.45M +$3.45M +188,005 New
RPGNY
42
Retirement Planning Group (New York)
New York
$3.43M +$3.43M +186,935 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$3.41M +$41.8K +2,277 +1%
IA
44
IFP Advisors
Florida
$3.36M -$2.54M -138,650 -43%
B
45
Bensler
Washington
$3.11M +$724K +39,503 +30%
LI
46
LifeWealth Investments
Florida
$3.05M +$3.05M +166,208 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$2.98M +$617K +33,618 +26%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.97M -$85.5K -4,662 -3%
BCA
49
Bay Colony Advisors
Massachusetts
$2.92M -$397K -21,645 -12%
QHA
50
Quarry Hill Advisors
Minnesota
$2.92M +$95.8K +5,222 +3%
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