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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

230 hedge funds and large institutions have $802M invested in PIMCO Dynamic Income Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
80
Reduced
84
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$16.5M
2
BWA
2
BDO Wealth Advisors
Florida
$5.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.5M
4
MA
4
MAS Advisors
Florida
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
N
3
Natixis
France
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.62M
5
VIA
5
Vident Investment Advisory
Georgia
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$2.14M -$23.5K -1,127 -1%
WS
52
Wedbush Securities
California
$2.08M +$6.82K +327 +0.3%
CA
53
Cetera Advisors
Colorado
$2.05M -$44.7K -2,142 -2%
ACP
54
Aviance Capital Partners
Florida
$1.99M +$226K +10,854 +13%
Truist Financial
55
Truist Financial
North Carolina
$1.81M +$80.6K +3,861 +5%
MWM
56
MorganRosel Wealth Management
Colorado
$1.75M +$1.75M +83,752 New
BCA
57
Bay Colony Advisors
Massachusetts
$1.72M +$915K +42,211 +114%
MIC
58
Means Investment Company
Maine
$1.72M +$1.4M +66,902 +430%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.7M +$3.3K +158 +0.2%
Stifel Financial
60
Stifel Financial
Missouri
$1.67M -$967K -46,324 -37%
SWP
61
Stratos Wealth Partners
Ohio
$1.66M -$493K -23,636 -23%
PGWM
62
Parisi Gray Wealth Management
New Jersey
$1.57M +$263K +12,589 +20%
VIA
63
Vident Investment Advisory
Georgia
$1.57M -$1.57M -75,228 -50%
WA
64
Wealthstar Advisors
Texas
$1.55M +$167 +8 +0%
VVP
65
Venture Visionary Partners
Ohio
$1.48M +$39.2K +1,880 +3%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.47M +$24.2K +1,159 +2%
TVAMP
67
Tennessee Valley Asset Management Partners
Tennessee
$1.46M +$286K +13,709 +24%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$1.46M +$90.2K +4,322 +7%
BWG
69
Beta Wealth Group
California
$1.39M +$151K +7,213 +12%
AA
70
ACT Advisors
North Carolina
$1.32M +$29.5K +1,415 +2%
DADC
71
D.A. Davidson & Co
Montana
$1.32M -$285K -13,679 -18%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$1.31M +$438K +21,023 +50%
IWP
73
Icon Wealth Partners
Texas
$1.31M – – –
LDFR
74
Lehman & Derafelo Financial Resources
Pennsylvania
$1.26M -$152K -7,202 -11%
KAS
75
Kestra Advisory Services
Texas
$1.22M -$5.51K -264 -0.4%
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