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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

124 hedge funds and large institutions have $266M invested in PIMCO Dynamic Income Fund in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
59
Reduced
17
Closed
15
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.33M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.27M
4
LPL Financial
4
LPL Financial
California
$6.44M
5
Truist Financial
5
Truist Financial
North Carolina
$1.02M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.37M
2
WA
2
Wealthstar Advisors
Texas
$0
3
ACP
3
Aviance Capital Partners
Florida
$236K
4
GSWM
4
Golden State Wealth Management
California
$0
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$649K +$469K +14,450 +260%
EFSCE
52
Enterprise Financial Services Corp (EFSC)
Missouri
$644K -$7.34K -226 -1%
SF
53
Synovus Financial
Georgia
$630K +$11.5K +354 +2%
CAC
54
Certified Advisory Corp
Florida
$605K +$48.4K +1,491 +9%
IFWM
55
Institute for Wealth Management
Colorado
$565K +$38.7K +1,193 +7%
SC
56
Scotia Capital
Ontario, Canada
$542K +$185K +5,690 +52%
FAAS
57
First Allied Advisory Services
California
$521K +$39.4K +1,207 +8%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$508K +$39.3K +1,212 +8%
AMC
59
Asset Management Corp
Illinois
$500K +$500K +15,423 New
SWM
60
SeaCrest Wealth Management
New York
$485K +$1.82K +56 +0.4%
FFA
61
First Foundation Advisors
California
$481K – – –
CAN
62
Claraphi Advisory Network
United States
$481K +$15.3K +472 +3%
GRP
63
Global Retirement Partners
California
$472K +$15.2K +470 +3%
BRWA
64
B. Riley Wealth Advisors
Florida
$471K -$76.5K -2,358 -14%
BIM
65
Baldwin Investment Management
Pennsylvania
$464K +$13K +400 +3%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$444K +$444K +13,701 New
Lido Advisors
67
Lido Advisors
California
$440K -$33 -1 -0%
CF
68
Centaurus Financial
California
$428K -$26.6K -821 -6%
AWM
69
Adams Wealth Management
Utah
$424K +$424K +13,062 New
SWP
70
Stratos Wealth Partners
Ohio
$394K +$154K +4,747 +64%
SAM
71
Secure Asset Management
Michigan
$376K +$376K +11,605 New
Creative Planning
72
Creative Planning
Kansas
$373K +$61.3K +1,887 +20%
NSAM
73
North Star Asset Management
Wisconsin
$357K – – –
SS
74
Sunbelt Securities
Texas
$350K +$30.8K +950 +10%
Millennium Management
75
Millennium Management
New York
$344K +$344K +10,600 New
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