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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

269 hedge funds and large institutions have $818M invested in PIMCO Dynamic Income Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
113
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$216M
2
KC
2
Kingfisher Capital
North Carolina
$6.77M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12.9M
5
QHA
5
Quarry Hill Advisors
Minnesota
$2.82M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.3M
4
HIC
4
Hartline Investment Corp
Illinois
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TVAMP
51
Tennessee Valley Asset Management Partners
Tennessee
$2.11M 112,078 +1,580 +1%
NA
52
NewEdge Advisors
Louisiana
$2.05M 108,929 +4,307 +4%
Stifel Financial
53
Stifel Financial
Missouri
$2.02M 107,355 +6,799 +7%
B
54
Bensler
Washington
$1.73M 92,148 +30,923 +51%
VVP
55
Venture Visionary Partners
Ohio
$1.69M 89,641 +2,306 +3%
KAS
56
Kestra Advisory Services
Texas
$1.69M 89,620 -680 -0.8%
MGWM
57
Marks Group Wealth Management
Minnesota
$1.68M 89,513 +29,871 +50%
MA
58
MAS Advisors
Florida
$1.68M 89,382 +9,203 +11%
WS
59
Wedbush Securities
California
$1.66M 88,135 -5,365 -6%
CWP
60
Cyndeo Wealth Partners
Florida
$1.64M 86,985 -30,450 -26%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$1.57M 83,621 -7,904 -9%
FFA
62
First Foundation Advisors
California
$1.55M 82,646 -7,950 -9%
MWM
63
MorganRosel Wealth Management
Colorado
$1.55M 82,625 -542 -0.7%
TI
64
TrueMark Investments
Illinois
$1.54M 81,704 +81,704 New
RA
65
RFG Advisory
Alabama
$1.48M 78,605 +24,027 +44%
AFP
66
Ausdal Financial Partners
Iowa
$1.44M 76,645 +42,976 +128%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.43M 76,217 -20,590 -21%
WWM
68
Western Wealth Management
Colorado
$1.43M 76,150 -12,844 -14%
Truist Financial
69
Truist Financial
North Carolina
$1.43M 75,815 +6,260 +9%
MFG
70
Merit Financial Group
Georgia
$1.41M 75,053 -4,828 -6%
DC
71
Davenport & Co
Virginia
$1.36M 72,129 -6,267 -8%
SC
72
Scotia Capital
Ontario, Canada
$1.32M 69,941 +3,637 +5%
Comerica Bank
73
Comerica Bank
Texas
$1.3M 69,357 +6,283 +10%
PGWM
74
Parisi Gray Wealth Management
New Jersey
$1.3M 69,000 – –
FFN
75
Focus Financial Network
Minnesota
$1.26M 66,632 +20,447 +44%
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