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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

135 hedge funds and large institutions have $271M invested in PIMCO Dynamic Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$7.36M
2
GCP
Gill Capital Partners
Colorado
$7.97M
3
Bank of America
Bank of America
North Carolina
$32.1M
4
UBS Group
UBS Group
Switzerland
$21.8M
5
PGWM
Parisi Gray Wealth Management
New Jersey
$2.08M

Top Sellers

1
IC
IEQ Capital
California
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.07M
3
Millennium Management
Millennium Management
New York
$0
4
Stifel Financial
Stifel Financial
Missouri
$1.28M
5
SCM
Seascape Capital Management
New Hampshire
$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$849K +$5.68K +202 +0.7%
CRC
52
Catawba River Capital
South Carolina
$799K -$90.4K -3,208 -10%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$790K -$76K -2,700 -9%
Truist Financial
54
Truist Financial
North Carolina
$756K +$48.6K +1,726 +7%
LNC
55
Lincoln National Corp
Pennsylvania
$687K +$294K +10,433 +75%
MCP
56
Mirador Capital Partners
California
$683K -$61.8K -2,195 -8%
SWM
57
Spire Wealth Management
Virginia
$649K +$649K +23,059 New
GSWM
58
Golden State Wealth Management
California
$572K +$106K +3,762 +23%
CAC
59
Certified Advisory Corp
Florida
$571K +$571K +20,292 New
Citigroup
60
Citigroup
New York
$554K -$1.44M -51,134 -72%
APA
61
American Portfolios Advisors
New York
$551K -$14.9K -528 -3%
SI
62
Stephens Inc
Arkansas
$540K +$5.47K +194 +1%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$538K +$106K +3,775 +25%
MAG
64
MRA Advisory Group
New Jersey
$507K -$1.27K -45 -0.2%
FFA
65
First Foundation Advisors
California
$475K +$44.2K +1,570 +10%
SSC
66
Syverson Strege & Co
Iowa
$467K +$19.7K +700 +4%
SF
67
Synovus Financial
Georgia
$449K +$24.3K +867 +6%
BRWA
68
B. Riley Wealth Advisors
Florida
$446K +$37.5K +1,333 +9%
CCG
69
Cypress Capital Group
Florida
$425K -$318K -11,300 -43%
KWM
70
Kingsview Wealth Management
Oregon
$423K +$423K +14,958 New
KFS
71
Kaizen Financial Strategies
California
$414K -$82.6K -2,935 -17%
BIM
72
Baldwin Investment Management
Pennsylvania
$403K – – –
C
73
Certuity
Florida
$380K -$310K -10,992 -45%
SWM
74
SeaCrest Wealth Management
New York
$370K -$11.9K -422 -3%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$365K +$7.27K +258 +2%
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