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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

250 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
93
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.13M
3
IA
3
IFP Advisors
Florida
$2.64M
4
WJWM
4
Williams Jones Wealth Management
New York
$2.44M
5
UBS Group
5
UBS Group
Switzerland
$26M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.77M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$3.77M
4
Wells Fargo
4
Wells Fargo
California
$2.85M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.74M 99,275 +7,406 +8%
DAS
52
Dynamic Advisor Solutions
Arizona
$1.74M 100,656 -11,227 -10%
FFA
53
First Foundation Advisors
California
$1.74M 100,505 -50,744 -34%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$1.73M 100,073 -6,074 -6%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$1.71M 98,893 +11,353 +13%
WS
56
Wedbush Securities
California
$1.71M 98,770 +13,222 +15%
SPC
57
Sigma Planning Corp
Michigan
$1.7M 98,096 -41,997 -30%
CWP
58
Cyndeo Wealth Partners
Florida
$1.59M 91,892 – –
MFG
59
Merit Financial Group
Georgia
$1.54M 89,131 -6,873 -7%
DC
60
Davenport & Co
Virginia
$1.51M 87,471 -3,186 -4%
WA
61
Wealthstar Advisors
Texas
$1.5M 86,992 -619 -0.7%
VVP
62
Venture Visionary Partners
Ohio
$1.45M 83,972 +3,262 +4%
ACP
63
Aviance Capital Partners
Florida
$1.44M 83,104 -10,110 -11%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$1.39M 80,476 – –
Brown Advisory
65
Brown Advisory
Maryland
$1.39M 80,420 +46,540 +137%
BWG
66
Beta Wealth Group
California
$1.36M 78,798 +4,712 +6%
Truist Financial
67
Truist Financial
North Carolina
$1.35M 78,153 -6,505 -8%
Stifel Financial
68
Stifel Financial
Missouri
$1.34M 77,592 +7,837 +11%
Cerity Partners
69
Cerity Partners
New York
$1.33M 77,025 +77,025 New
SWP
70
Stratos Wealth Partners
Ohio
$1.23M 70,909 +7,311 +11%
KAS
71
Kestra Advisory Services
Texas
$1.22M 70,833 -2,547 -3%
AFP
72
Ausdal Financial Partners
Iowa
$1.18M 68,087 +68,087 New
AA
73
ACT Advisors
North Carolina
$1.17M 67,982 -6,928 -9%
SC
74
Scotia Capital
Ontario, Canada
$1.16M 67,034 +2,758 +4%
MHS
75
M Holdings Securities
Oregon
$1.16M 67,033 +27,783 +71%
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