PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
MHFA
3
Mission Hills Financial Advisory
California
$5.84M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.68M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.2M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
WJWM
51
Williams Jones Wealth Management
New York
$2.4M 118,460 -5,657 -5%
TI
52
TrueMark Investments
Illinois
$2.38M 117,516 +35,812 +44%
RA
53
RFG Advisory
Alabama
$2.37M 116,712 +38,107 +48%
TVAMP
54
Tennessee Valley Asset Management Partners
Tennessee
$2.29M 113,023 +945 +0.8%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2.24M 128,886 +14,153 +12%
Stifel Financial
56
Stifel Financial
Missouri
$2.07M 102,223 -5,132 -5%
NA
57
NewEdge Advisors
Louisiana
$2.05M 101,161 -7,768 -7%
AFP
58
Ausdal Financial Partners
Iowa
$1.97M 97,244 +20,599 +27%
KAS
59
Kestra Advisory Services
Texas
$1.87M 92,446 +2,826 +3%
VVP
60
Venture Visionary Partners
Ohio
$1.87M 92,062 +2,421 +3%
MAM
61
Morse Asset Management
Connecticut
$1.83M 90,147 +90,147 New
MGWM
62
Marks Group Wealth Management
Minnesota
$1.82M 89,984 +471 +0.5%
JWCA
63
J.W. Cole Advisors
Florida
$1.82M 89,732 +28,049 +45%
MA
64
MAS Advisors
Florida
$1.82M 89,624 +242 +0.3%
MWM
65
MorganRosel Wealth Management
Colorado
$1.8M 88,766 +6,141 +7%
WWM
66
Western Wealth Management
Colorado
$1.8M 88,700 +12,550 +16%
ALC
67
Alexander Labrunerie & Co
Missouri
$1.8M 88,629 +23,975 +37%
WS
68
Wedbush Securities
California
$1.79M 88,154 +19 +0%
DWAM
69
Duncan Williams Asset Management
Tennessee
$1.78M 87,956 +87,956 New
HKAM
70
Horizon Kinetics Asset Management
New York
$1.77M 87,188 +30,940 +55%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$1.74M 85,621 +2,000 +2%
DWM
72
Drive Wealth Management
Utah
$1.73M 84,485 +84,485 New
FPW
73
Flagship Private Wealth
Massachusetts
$1.65M 81,546 +27,461 +51%
CWP
74
Cyndeo Wealth Partners
Florida
$1.45M 71,779 -15,206 -17%
Comerica Bank
75
Comerica Bank
Texas
$1.44M 71,233 +1,876 +3%
1 2
3
4 5