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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
AWS
2
Atria Wealth Solutions
New York
$19.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.14M
4
EH
4
Equitable Holdings
New York
$3.35M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.92M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$14.9M
2
Bank of America
2
Bank of America
North Carolina
$52.9M
3
UBS Group
3
UBS Group
Switzerland
$36.8M
4
SCM
4
Seascape Capital Management
New Hampshire
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$2.23M +$48.5K +2,502 +2%
MA
52
MAS Advisors
Florida
$2.21M +$83.5K +4,308 +4%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$2.15M -$115K -5,924 -5%
DC
54
Davenport & Co
Virginia
$2.06M +$73.5K +3,794 +4%
WS
55
Wedbush Securities
California
$1.87M -$57.8K -2,980 -3%
ACP
56
Aviance Capital Partners
Florida
$1.86M +$11.1K +573 +0.6%
Truist Financial
57
Truist Financial
North Carolina
$1.7M +$19.5K +1,006 +1%
Stifel Financial
58
Stifel Financial
Missouri
$1.68M +$137K +7,077 +9%
AWM
59
AE Wealth Management
Kansas
$1.63M +$907K +46,785 +125%
WA
60
Wealthstar Advisors
Texas
$1.63M +$186K +9,570 +13%
BCA
61
Bay Colony Advisors
Massachusetts
$1.62M +$84.2K +4,347 +5%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$1.58M -$3.06K -158 -0.2%
TVAMP
63
Tennessee Valley Asset Management Partners
Tennessee
$1.57M +$219K +11,289 +16%
SWP
64
Stratos Wealth Partners
Ohio
$1.5M -$38.1K -1,967 -2%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$1.47M +$110K +5,660 +8%
TJHA
66
Thomas J. Herzfeld Advisors
Florida
$1.43M -$1.93M -99,800 -57%
VVP
67
Venture Visionary Partners
Ohio
$1.41M +$40.6K +2,098 +3%
PGWM
68
Parisi Gray Wealth Management
New Jersey
$1.36M -$101K -5,235 -7%
MGWM
69
Marks Group Wealth Management
Minnesota
$1.33M +$1.33M +68,526 New
KAS
70
Kestra Advisory Services
Texas
$1.29M +$148K +7,641 +13%
AA
71
ACT Advisors
North Carolina
$1.27M +$40.3K +2,078 +3%
BWG
72
Beta Wealth Group
California
$1.26M -$36.7K -1,894 -3%
CAM
73
Cresset Asset Management
Illinois
$1.25M +$204K +10,495 +19%
DADC
74
D.A. Davidson & Co
Montana
$1.25M +$27.5K +1,421 +2%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$1.19M -$166K -8,537 -12%
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