PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

236 hedge funds and large institutions have $691M invested in PIMCO Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
106
Reduced
63
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
RCM
2
Rivernorth Capital Management
Florida
$21.7M
3
Jane Street
3
Jane Street
New York
$6.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.1M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$4.63M

Top Sellers

1
HCM
1
Howland Capital Management
Massachusetts
$213K
2
Invesco
2
Invesco
Georgia
$0
3
AWS
3
Atria Wealth Solutions
New York
$6.72M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Anfield Capital Management
California
$2.02M +$130K +7,191 +7%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.9M -$98.6K -5,473 -5%
WWM
53
Western Wealth Management
Colorado
$1.86M +$65.4K +3,629 +4%
DC
54
Davenport & Co
Virginia
$1.78M -$172K -9,524 -9%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.75M +$112K +6,194 +7%
CWP
56
Cyndeo Wealth Partners
Florida
$1.72M +$725K +40,242 +73%
MFG
57
Merit Financial Group
Georgia
$1.68M -$590K -32,731 -26%
WS
58
Wedbush Securities
California
$1.65M -$135K -7,478 -8%
WA
59
Wealthstar Advisors
Texas
$1.61M +$78.3K +4,347 +5%
BCA
60
Bay Colony Advisors
Massachusetts
$1.56M +$64K +3,529 +4%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$1.56M +$89.1K +4,915 +6%
MGWM
62
Marks Group Wealth Management
Minnesota
$1.53M +$242K +13,407 +19%
ACP
63
Aviance Capital Partners
Florida
$1.51M +$78.7K +4,367 +5%
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$1.47M +$43.4K +2,409 +3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$1.45M – – –
Truist Financial
66
Truist Financial
North Carolina
$1.44M +$132K +7,314 +10%
VVP
67
Venture Visionary Partners
Ohio
$1.4M +$43.7K +2,426 +3%
RG
68
Retirement Group
California
$1.33M -$505K -28,034 -27%
AA
69
ACT Advisors
North Carolina
$1.31M +$44.9K +2,490 +4%
PGWM
70
Parisi Gray Wealth Management
New Jersey
$1.3M -$905K -50,249 -41%
SCA
71
Snowden Capital Advisors
New York
$1.28M +$167K +9,245 +15%
BWG
72
Beta Wealth Group
California
$1.27M +$211K +11,730 +20%
Stifel Financial
73
Stifel Financial
Missouri
$1.2M -$27.7K -1,537 -2%
SC
74
Scotia Capital
Ontario, Canada
$1.13M +$75.8K +4,206 +7%
Mariner
75
Mariner
Kansas
$1.09M +$442K +24,535 +68%
1 2
3
4 5