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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
SF
3
Summit Financial
New Jersey
$7.43M
4
AWS
4
Atria Wealth Solutions
New York
$33M
5
LPL Financial
5
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$413M
2
CL
2
Choreo LLC
Illinois
$0
3
IAIM
3
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
5
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
51
Gill Capital Partners
Colorado
$2.91M -$306K -16,668 -10%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$2.62M -$95.3K -5,199 -4%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$2.61M +$350K +19,107 +16%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$2.55M -$400K -21,837 -14%
RA
55
RFG Advisory
Alabama
$2.41M +$272K +14,837 +13%
MAM
56
Morse Asset Management
Connecticut
$2.38M +$729K +39,765 +44%
PA
57
PFG Advisors
Arizona
$2.37M +$1.67M +91,248 +242%
Stifel Financial
58
Stifel Financial
Missouri
$2.35M +$471K +25,655 +25%
ACMG
59
Anchor Capital Management Group
California
$2.28M +$2.28M +124,300 New
BRWA
60
B. Riley Wealth Advisors
Florida
$2.26M -$298K -16,064 -12%
ECM
61
Evergreen Capital Management
Washington
$2.26M -$100K -5,414 -4%
TVAMP
62
Tennessee Valley Asset Management Partners
Tennessee
$2.2M +$128K +7,004 +6%
WA
63
Wealthstar Advisors
Texas
$2.08M +$2.08M +113,293 New
KAS
64
Kestra Advisory Services
Texas
$1.98M +$286K +15,607 +17%
JWCA
65
J.W. Cole Advisors
Florida
$1.91M +$266K +14,530 +16%
DWM
66
Drive Wealth Management
Utah
$1.86M +$295K +15,896 +19%
AFP
67
Ausdal Financial Partners
Iowa
$1.8M +$18.1K +987 +1%
MWM
68
MorganRosel Wealth Management
Colorado
$1.76M +$130K +7,077 +8%
NA
69
NewEdge Advisors
Louisiana
$1.74M -$119K -6,486 -6%
DWAM
70
Duncan Williams Asset Management
Tennessee
$1.73M +$118K +6,440 +7%
ALC
71
Alexander Labrunerie & Co
Missouri
$1.71M +$84.4K +4,603 +5%
VVP
72
Venture Visionary Partners
Ohio
$1.69M +$220 +12 +0%
MGWM
73
Marks Group Wealth Management
Minnesota
$1.65M – – –
FPW
74
Flagship Private Wealth
Massachusetts
$1.65M +$154K +8,419 +10%
SAM
75
Smith Asset Management
Florida
$1.65M +$1.65M +89,878 New
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