PIMCO Dynamic Income Fund
237 hedge funds and large institutions have $1.28B invested in PIMCO Dynamic Income Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 21 closing their positions.
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
74% more capital invested
Capital invested by funds: $733M → $1.28B (+$542M)
8% more funds holding
Funds holding: 219 → 237 (+18)
8% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 77
0.09% more ownership
Funds ownership: 16.71% → 16.8% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.2M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$5.54M |
| 3 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$4.54M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.07M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.73M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.25M |
| 5 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$5.83M |
PDI Hedge Fund Activity: Q4 2022 in Review
237 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2022, worth a combined $1.28B — up 74% from $733M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new PDI positions and 21 closed out — a net gain of 22 holders — while 83 added to existing stakes and 77 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.2M. The largest seller was Bank of America, cutting an estimated $12M.
- 237 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2022, up from 219 in Q3 2022.
- Funds reported $1.28B of PIMCO Dynamic Income Fund stock for Q4 2022, up 74% quarter-over-quarter.
- 43 funds opened new PIMCO Dynamic Income Fund positions in Q4 2022 and 21 closed out, a net change of +22 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $26.2M added.
- The largest PIMCO Dynamic Income Fund seller in Q4 2022 was Bank of America, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2022.