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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
SCM
4
SOL Capital Management
Maryland
$15.8M
5
BWG
5
Beta Wealth Group
California
$3.97M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
51
Cyndeo Wealth Partners
Florida
$2.11M 117,435 +25,543 +28%
FM
52
Family Management
New York
$2.08M 116,025 +116,025 New
NA
53
NewEdge Advisors
Louisiana
$2.07M 111,772 +6,901 +7%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$2.05M 113,988 +9,508 +9%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.95M 108,613 +9,338 +9%
WWM
56
Western Wealth Management
Colorado
$1.88M 104,566 -1,638 -2%
Stifel Financial
57
Stifel Financial
Missouri
$1.83M 102,215 +24,623 +32%
WS
58
Wedbush Securities
California
$1.78M 99,101 +331 +0.3%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$1.68M 93,403 -6,670 -7%
FFA
60
First Foundation Advisors
California
$1.63M 90,596 -9,909 -10%
WA
61
Wealthstar Advisors
Texas
$1.56M 87,115 +123 +0.1%
VVP
62
Venture Visionary Partners
Ohio
$1.55M 86,089 +2,117 +3%
MFG
63
Merit Financial Group
Georgia
$1.49M 82,777 -6,354 -7%
KAS
64
Kestra Advisory Services
Texas
$1.47M 81,996 +11,163 +16%
Cerity Partners
65
Cerity Partners
New York
$1.44M 80,050 +3,025 +4%
DC
66
Davenport & Co
Virginia
$1.42M 78,940 -8,531 -10%
SC
67
Scotia Capital
Ontario, Canada
$1.24M 69,086 +2,052 +3%
PGWM
68
Parisi Gray Wealth Management
New Jersey
$1.24M 69,000 +9,000 +15%
ACM
69
Anfield Capital Management
California
$1.24M 68,885 -53,721 -44%
AFP
70
Ausdal Financial Partners
Iowa
$1.22M 68,087 – –
LCM
71
Landscape Capital Management
New Jersey
$1.2M 66,925 +66,925 New
MA
72
MAS Advisors
Florida
$1.2M 66,690 +3,562 +6%
Truist Financial
73
Truist Financial
North Carolina
$1.14M 63,464 -14,689 -19%
CAM
74
Cresset Asset Management
Illinois
$1.11M 61,483 -3,600 -6%
AWM
75
Apollon Wealth Management
South Carolina
$1.08M 59,992 +3,949 +7%
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