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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

79 hedge funds and large institutions have $187M invested in PIMCO Dynamic Income Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
26
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Next Financial Group
Texas
$2.37M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$911K
3
LPL Financial
3
LPL Financial
California
$3.99M
4
PAG
4
Private Advisor Group
New Jersey
$1.79M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$577K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.34M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$18.8M
4
AAM
4
Advisors Asset Management
Colorado
$547K
5
BTS
5
BB&T Securities
Virginia
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$254K +$43K +1,510 +20%
Creative Planning
52
Creative Planning
Kansas
$253K +$2.84K +100 +1%
SF
53
Synovus Financial
Georgia
$248K +$2.19K +77 +0.9%
FAAS
54
First Allied Advisory Services
California
$231K -$28.5K -1,000 -11%
BRWA
55
B. Riley Wealth Advisors
Florida
$209K +$209K +7,319 New
AIA
56
Allegis Investment Advisors
Idaho
$207K +$207K +7,254 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K +$135K +4,735 +502%
AA
58
Apriem Advisors
California
$133K -$28 -1 -0%
FHA
59
First Horizon Advisors
Tennessee
$131K +$122K +4,265 +1,422%
ST
60
Smithfield Trust
Pennsylvania
$80K – – –
PWM
61
Perigon Wealth Management
California
$80K +$80K +2,800 New
MMG
62
Monetary Management Group
Missouri
$70K – – –
CAW
63
Cornerstone Advisors (Washington)
Washington
$57K – – –
SIG
64
Stanford Investment Group
California
$57K – – –
GWM
65
Geneos Wealth Management
Colorado
$54K +$5.68K +200 +12%
BKA
66
Brick & Kyle Associates
Pennsylvania
$52K – – –
US Bancorp
67
US Bancorp
Minnesota
$52K – – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$49K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
EWM
70
Evercore Wealth Management
New York
$34K +$34K +1,200 New
NSIM
71
North Star Investment Management
Illinois
$28K – – –
LWCFA
72
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$28K +1,000 New
PCM
73
Penserra Capital Management
California
$18K +$4.7K +172 +35%
Northern Trust
74
Northern Trust
Illinois
$17K +$17K +60,498 New
FWM
75
Focused Wealth Management
New York
$14K – – –
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3
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