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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

107 hedge funds and large institutions have $304M invested in PIMCO Dynamic Income Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
46
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$54.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.6M
3
CIM
3
Chiron Investment Management
New York
$12.5M
4
PAG
4
Private Advisor Group
New Jersey
$3.74M
5
LPL Financial
5
LPL Financial
California
$3.41M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$13.3M
2
HK
2
Horizon Kinetics
New York
$8.8M
3
CF
3
Centaurus Financial
California
$456
4
Cohen & Steers
4
Cohen & Steers
New York
$18.3M
5
WPSG
5
Wealth & Pension Services Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$416K +$179K +5,364 +76%
SWM
52
SeaCrest Wealth Management
New York
$407K -$34.3K -1,025 -8%
Creative Planning
53
Creative Planning
Kansas
$403K +$49.3K +1,475 +14%
SG
54
StoneX Group
New York
$383K – – –
BIM
55
Baldwin Investment Management
Pennsylvania
$358K – – –
BCM
56
Brookstone Capital Management
Illinois
$349K +$349K +10,414 New
QCIG
57
Quad-Cities Investment Group
Iowa
$339K -$8.4K -251 -2%
RIA
58
Regal Investment Advisors
Michigan
$335K +$335K +10,006 New
GLA
59
Good Life Advisors
Pennsylvania
$325K +$6.89K +207 +2%
CAN
60
Claraphi Advisory Network
United States
$318K +$9.08K +271 +3%
SC
61
Scotia Capital
Ontario, Canada
$314K +$314K +9,386 New
CA
62
Calton & Associates
Florida
$308K +$105K +3,145 +52%
NSAM
63
North Star Asset Management
Wisconsin
$301K +$301K +9,000 New
SF
64
Synovus Financial
Georgia
$283K +$2.04K +61 +0.7%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$266K +$402 +12 +0.2%
BRWA
66
B. Riley Wealth Advisors
Florida
$240K +$240K +7,145 New
CCP
67
Corient Capital Partners
California
$232K – – –
Comerica Bank
68
Comerica Bank
Texas
$220K – – –
LA
69
LVW Advisors
New York
$216K +$216K +6,450 New
SXL
70
Summit X LLC
Missouri
$204K -$19.5K -586 -9%
GC
71
Gratus Capital
Georgia
$201K +$201K +6,000 New
APA
72
American Portfolios Advisors
New York
$126K +$78K +2,328 +162%
CAC
73
Certified Advisory Corp
Florida
$120K +$32K +958 +36%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$117K – – –
BAM
75
Belpointe Asset Management
Nevada
$107K +$107K +3,194 New
1 2
3
4 5