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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

134 hedge funds and large institutions have $285M invested in PIMCO Dynamic Income Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
58
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.81M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$1.62M
3
LPL Financial
3
LPL Financial
California
$8.15M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$23.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.34M
2
GG
2
Golden Green
South Carolina
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
CRC
4
Catawba River Capital
South Carolina
$0
5
SCM
5
Seascape Capital Management
New Hampshire
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$891K 30,930 +2,865 +10%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$883K 30,643 -1,765 -5%
SWM
53
Spire Wealth Management
Virginia
$824K 28,610 +5,551 +24%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$735K 25,513 +24,019 +1,608%
Citigroup
55
Citigroup
New York
$709K 24,625 +4,954 +25%
CAC
56
Certified Advisory Corp
Florida
$704K 24,434 +4,142 +20%
LNC
57
Lincoln National Corp
Pennsylvania
$678K 23,529 -879 -4%
GSWM
58
Golden State Wealth Management
California
$637K 22,093 +1,738 +9%
OWA
59
Outlook Wealth Advisors
Texas
$635K 22,056 +13,493 +158%
AMC
60
Asset Management Corp
Illinois
$632K 21,943 +454 +2%
MCP
61
Mirador Capital Partners
California
$618K 21,462 -2,784 -11%
GC
62
Guggenheim Capital
Illinois
$608K 21,103 -9,107 -30%
APA
63
American Portfolios Advisors
New York
$601K 20,859 +1,301 +7%
Truist Financial
64
Truist Financial
North Carolina
$566K 19,641 -7,226 -27%
SI
65
Stephens Inc
Arkansas
$551K 19,121 -48 -0.3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$551K 19,155 – –
BRWA
67
B. Riley Wealth Advisors
Florida
$540K 18,741 +2,904 +18%
MAG
68
MRA Advisory Group
New Jersey
$504K 17,502 -493 -3%
SC
69
Scotia Capital
Ontario, Canada
$485K 16,820 +6,078 +57%
KWM
70
Kingsview Wealth Management
Oregon
$473K 16,359 +1,401 +9%
SF
71
Synovus Financial
Georgia
$455K 15,809 -220 -1%
State Farm Mutual Automobile Insurance
72
State Farm Mutual Automobile Insurance
Illinois
$430K 15,000 +15,000 New
KAS
73
Kestra Advisory Services
Texas
$423K 14,683 +5,820 +66%
C
74
Certuity
Florida
$418K 14,499 +1,015 +8%
BIM
75
Baldwin Investment Management
Pennsylvania
$412K 14,300 – –
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