PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

238 hedge funds and large institutions have $923M invested in PIMCO Dynamic Income Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 47 closing their positions.

Holders
238
Holders Change
-21
Holders Change %
-8.11%
% of All Funds
3.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
32
Increased
94
Reduced
70
Closed
47
Calls
–
Puts
$46K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$40.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.2M
3
LPL Financial
3
LPL Financial
California
$28.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.1M
5
CA
5
Cornerstone Advisory
Maryland
$14.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$192M
2
PCM
2
Penserra Capital Management
California
$11.8M
3
UBS Group
3
UBS Group
Switzerland
$61.5M
4
SCM
4
Seascape Capital Management
New Hampshire
$3.75M
5
Invesco
5
Invesco
Georgia
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$2.42M +$192K +7,873 +9%
DC
52
Davenport & Co
Virginia
$2.28M +$407K +16,685 +22%
N
53
Natixis
France
$2.1M +$2.1M +86,064 New
ACP
54
Aviance Capital Partners
Florida
$2.06M +$473K +19,412 +30%
BRWM
55
B. Riley Wealth Management
Tennessee
$2.03M +$510K +20,945 +34%
MC
56
Mathes Company
New York
$2.03M +$8.87K +364 +0.4%
Truist Financial
57
Truist Financial
North Carolina
$2.02M +$61.4K +2,519 +3%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.98M -$4.26K -175 -0.2%
DADC
59
D.A. Davidson & Co
Montana
$1.87M -$138K -5,652 -7%
WA
60
Wealthstar Advisors
Texas
$1.82M -$15.4K -630 -0.8%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.69M +$96.3K +3,950 +6%
VVP
62
Venture Visionary Partners
Ohio
$1.68M +$27.6K +1,133 +2%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$1.64M +$389K +15,950 +31%
LDFR
64
Lehman & Derafelo Financial Resources
Pennsylvania
$1.64M – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1.63M +$34.9K +1,441 +2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$1.59M +$20.6K +846 +1%
IWP
67
Icon Wealth Partners
Texas
$1.53M -$29.4K -1,205 -2%
PGWM
68
Parisi Gray Wealth Management
New Jersey
$1.53M +$260K +10,653 +20%
AA
69
ACT Advisors
North Carolina
$1.51M +$316K +12,954 +26%
BWG
70
Beta Wealth Group
California
$1.45M +$59.3K +2,432 +4%
KAS
71
Kestra Advisory Services
Texas
$1.44M -$338K -13,868 -19%
KFS
72
Kaizen Financial Strategies
California
$1.4M +$33.7K +1,384 +2%
APA
73
American Portfolios Advisors
New York
$1.4M -$110K -4,508 -7%
TVAMP
74
Tennessee Valley Asset Management Partners
Tennessee
$1.37M +$227K +9,300 +20%
SCA
75
Snowden Capital Advisors
New York
$1.35M +$1.11M +45,430 +455%
1 2
3
4 5