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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$32.2M
3
SCM
3
SOL Capital Management
Maryland
$11.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.63M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$36M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
51
CIBC World Market
Ontario, Canada
$1.99M 106,147 -9,734 -8%
WWM
52
Western Wealth Management
Colorado
$1.96M 104,373 +1,337 +1%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.93M 102,670 -2,913 -3%
MFG
54
Merit Financial Group
Georgia
$1.8M 96,004 +2,922 +3%
ACP
55
Aviance Capital Partners
Florida
$1.75M 93,214 +9,298 +11%
CWP
56
Cyndeo Wealth Partners
Florida
$1.72M 91,892 -3,299 -3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.72M 91,869 +5,916 +7%
DC
58
Davenport & Co
Virginia
$1.7M 90,657 -7,907 -8%
WA
59
Wealthstar Advisors
Texas
$1.64M 87,611 -1,597 -2%
TVAMP
60
Tennessee Valley Asset Management Partners
Tennessee
$1.64M 87,540 +5,691 +7%
WS
61
Wedbush Securities
California
$1.6M 85,548 -5,829 -6%
MGWM
62
Marks Group Wealth Management
Minnesota
$1.59M 84,887 – –
Truist Financial
63
Truist Financial
North Carolina
$1.59M 84,658 +4,955 +6%
SCA
64
Snowden Capital Advisors
New York
$1.52M 81,269 +9,975 +14%
VVP
65
Venture Visionary Partners
Ohio
$1.51M 80,710 +3,080 +4%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$1.51M 80,476 – –
AA
67
ACT Advisors
North Carolina
$1.4M 74,910 +2,173 +3%
BWG
68
Beta Wealth Group
California
$1.39M 74,086 +3,626 +5%
RG
69
Retirement Group
California
$1.38M 73,846 -101 -0.1%
KAS
70
Kestra Advisory Services
Texas
$1.38M 73,380 +13,299 +22%
CAM
71
Cresset Asset Management
Illinois
$1.32M 70,100 +13,300 +23%
Stifel Financial
72
Stifel Financial
Missouri
$1.31M 69,755 +3,022 +5%
HKAM
73
Horizon Kinetics Asset Management
New York
$1.25M 66,413 -64,956 -49%
SC
74
Scotia Capital
Ontario, Canada
$1.21M 64,276 +1,734 +3%
SWP
75
Stratos Wealth Partners
Ohio
$1.19M 63,598 +7,174 +13%
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