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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$34.6M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Market Value Shares Shares
Change 		Shares
Change %
MC
51
Mathes Company
New York
$2.15M 82,820 +82,820 New
DADC
52
D.A. Davidson & Co
Montana
$2.14M 82,446 +45,048 +120%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$2.11M 81,388 +62,233 +325%
Truist Financial
54
Truist Financial
North Carolina
$2.08M 80,264 +62,510 +352%
DC
55
Davenport & Co
Virginia
$1.99M 76,651 -12,674 -14%
WA
56
Wealthstar Advisors
Texas
$1.94M 74,856 +4,146 +6%
KAS
57
Kestra Advisory Services
Texas
$1.89M 72,789 +19,822 +37%
VVP
58
Venture Visionary Partners
Ohio
$1.76M 67,792 +67,792 New
LDFR
59
Lehman & Derafelo Financial Resources
Pennsylvania
$1.73M 66,737 +66,737 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.69M 65,179 +35,080 +117%
ACP
61
Aviance Capital Partners
Florida
$1.68M 65,001 +65,001 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.67M 64,545 +64,545 New
IWP
63
Icon Wealth Partners
Texas
$1.66M 63,991 +4,405 +7%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.65M 65,871 +17,989 +38%
BRWM
65
B. Riley Wealth Management
Tennessee
$1.62M 62,368 +62,368 New
APA
66
American Portfolios Advisors
New York
$1.6M 61,860 +32,099 +108%
NFG
67
Next Financial Group
Texas
$1.58M 61,113 +47,669 +355%
FPW
68
Flagship Private Wealth
Massachusetts
$1.58M 61,019 +61,019 New
SWM
69
Spire Wealth Management
Virginia
$1.57M 61,024 +23,493 +63%
OPS
70
Orion Portfolio Solutions
Nebraska
$1.55M 59,674 +59,674 New
BWG
71
Beta Wealth Group
California
$1.52M 57,080 – –
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$1.51M 58,219 +58,219 New
KFS
73
Kaizen Financial Strategies
California
$1.45M 55,983 +39,474 +239%
EGA
74
E&G Advisors
Texas
$1.43M 55,310 +55,310 New
MFW
75
Meristem Family Wealth
Minnesota
$1.4M 53,953 +53,953 New
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