PIMCO Dynamic Income Fund
316 hedge funds and large institutions have $1.35B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 25 closing their positions.
132% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 25
52% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 84
42% more capital invested
Capital invested by funds: $950M → $1.35B (+$403M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more funds holding
Funds holding: 291 → 316 (+25)
2.58% less ownership
Funds ownership: 17.22% → 14.64% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
| 2 |
Morgan Stanley
New York
|
+$10.9M |
| 3 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$7.78M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$6.57M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
-$8.71M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
-$6.99M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$5.01M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.76M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.69M |
PDI Hedge Fund Activity: Q4 2024 in Review
316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2024, worth a combined $1.35B — up 42% from $950M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PDI positions and 25 closed out — a net gain of 33 holders — while 128 added to existing stakes and 84 trimmed.
The largest buyer was Wells Fargo, adding an estimated $13.1M. The largest seller was Independent Financial Group, cutting an estimated $8.71M.
- 316 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2024, up from 291 in Q3 2024.
- Funds reported $1.35B of PIMCO Dynamic Income Fund stock for Q4 2024, up 42% quarter-over-quarter.
- 58 funds opened new PIMCO Dynamic Income Fund positions in Q4 2024 and 25 closed out, a net change of +33 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $13.1M added.
- The largest PIMCO Dynamic Income Fund seller in Q4 2024 was Independent Financial Group, an estimated $8.71M sold.
Based on aggregated 13F filings for Q4 2024.