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PIMCO Dynamic Income Fund
PDI

316 hedge funds and large institutions have $1.35B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 25

52% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 84

42% more capital invested

Capital invested by funds: $950M → $1.35B (+$403M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more funds holding

Funds holding: 291 → 316 (+25)

2.58% less ownership

Funds ownership: 17.22% → 14.64% (-2.6%)

Holders
316
Holders Change
+25
Holders Change %
+8.59%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
58
Increased
128
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$13.1M
2
Morgan Stanley
Morgan Stanley
New York
+$10.9M
3
SF
Summit Financial
New Jersey
+$7.78M
4
AWS
Atria Wealth Solutions
New York
+$6.57M
5
LPL Financial
LPL Financial
California
+$5.62M

Top Sellers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
-$8.71M
2
CL
Choreo LLC
Illinois
-$6.99M
3
IAIM
International Assets Investment Management
Florida
-$5.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.76M
5
IA
IFP Advisors
Florida
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
QHA
51
Quarry Hill Advisors
Minnesota
$2.92M +$101K +5,222 +3%
GCP
52
Gill Capital Partners
Colorado
$2.91M -$324K -16,668 -10%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.62M -$101K -5,199 -4%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$2.61M +$371K +19,107 +16%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$2.55M -$424K -21,837 -14%
MG
56
Marex Group
$2.5M +$2.64M +136,137 New
RA
57
RFG Advisory
Alabama
$2.41M +$288K +14,837 +13%
MAM
58
Morse Asset Management
Connecticut
$2.38M +$772K +39,765 +44%
PA
59
PFG Advisors
Arizona
$2.37M +$1.77M +91,248 +242%
Stifel Financial
60
Stifel Financial
Missouri
$2.35M +$498K +25,655 +25%
ACMG
61
Anchor Capital Management Group
California
$2.28M +$2.41M +124,300 New
BRWA
62
B. Riley Wealth Advisors
Florida
$2.26M -$312K -16,064 -12%
ECM
63
Evergreen Capital Management
Washington
$2.26M -$105K -5,414 -4%
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$2.2M +$136K +7,004 +6%
WA
65
Wealthstar Advisors
Texas
$2.08M +$2.2M +113,293 New
KAS
66
Kestra Advisory Services
Texas
$1.98M +$303K +15,607 +17%
JWCA
67
J.W. Cole Advisors
Florida
$1.91M +$282K +14,530 +16%
DWM
68
Drive Wealth Management
Utah
$1.86M +$309K +15,896 +19%
AFP
69
Ausdal Financial Partners
Iowa
$1.8M +$19.2K +987 +1%
MWM
70
MorganRosel Wealth Management
Colorado
$1.76M +$137K +7,077 +8%
NA
71
NewEdge Advisors
Louisiana
$1.74M -$126K -6,486 -6%
DWAM
72
Duncan Williams Asset Management
Tennessee
$1.73M +$125K +6,440 +7%
ALC
73
Alexander Labrunerie & Co
Missouri
$1.71M +$89.4K +4,603 +5%
VVP
74
Venture Visionary Partners
Ohio
$1.69M +$233 +12 +0%
MGWM
75
Marks Group Wealth Management
Minnesota
$1.65M – – –
1 2
3
4 5

PDI Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2024, worth a combined $1.35B — up 42% from $950M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PDI positions and 25 closed out — a net gain of 33 holders — while 128 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.1M. The largest seller was Independent Financial Group, cutting an estimated $8.71M.

  • 316 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2024, up from 291 in Q3 2024.
  • Funds reported $1.35B of PIMCO Dynamic Income Fund stock for Q4 2024, up 42% quarter-over-quarter.
  • 58 funds opened new PIMCO Dynamic Income Fund positions in Q4 2024 and 25 closed out, a net change of +33 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $13.1M added.
  • The largest PIMCO Dynamic Income Fund seller in Q4 2024 was Independent Financial Group, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2024.