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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

120 hedge funds and large institutions have $295M invested in PIMCO Dynamic Income Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
52
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.32M
2
CFGS
Concourse Financial Group Securities
Alabama
+$4.02M
3
Morgan Stanley
Morgan Stanley
New York
+$1.99M
4
NSLI
Nan Shan Life Insurance
Taiwan
+$1.66M
5
MIC
Means Investment Company
Maine
+$924K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.14M
2
Cohen & Steers
Cohen & Steers
New York
-$2.87M
3
WAM
Weiss Asset Management
Massachusetts
-$2.11M
4
RCM
Rivernorth Capital Management
Florida
-$1.6M
5
NFG
Next Financial Group
Texas
-$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
76
Institute for Wealth Management
Colorado
$217K +$217K +6,754 New
LA
77
LVW Advisors
New York
$208K +$208K +6,490 New
APA
78
American Portfolios Advisors
New York
$172K +$45.1K +1,406 +36%
OIA
79
OneDigital Investment Advisors
Kansas
$167K +$900 +28 +0.5%
QCIG
80
Quad-Cities Investment Group
Iowa
$148K +$71.5K +2,227 +93%
CFB
81
Cullen/Frost Bankers
Texas
$128K +$128K +4,000 New
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$117K +$117K +3,654 New
RCAG
83
Rehmann Capital Advisory Group
Michigan
$117K +$2.57K +80 +2%
BEI
84
Benjamin Edwards Inc
Missouri
$108K +$108K +3,365 New
BAM
85
Belpointe Asset Management
Nevada
$107K +$107K +3,341 New
PWM
86
PRW Wealth Management
Massachusetts
$95K +$95K +2,972 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$90K -$3.63K -126 -4%
ST
88
Smithfield Trust
Pennsylvania
$90K – – –
GWM
89
Geneos Wealth Management
Colorado
$84K +$28.7K +900 +52%
AWM
90
Avondale Wealth Management
Texas
$80K – – –
HCM
91
Hilton Capital Management
New York
$77K -$70K -2,415 Closed
US Bancorp
92
US Bancorp
Minnesota
$66K -$48.2K -1,500 -42%
LGWM
93
Litman Gregory Wealth Management
California
$64K – – –
PCG
94
Private Capital Group
Connecticut
$58K +$58K +1,808 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$56K – – –
SWP
96
Strategic Wealth Partners
Ohio
$46K -$20.3K -631 -31%
TNBTD
97
Trustmark National Bank Trust Department
Mississippi
$43K – – –
FWM
98
Focused Wealth Management
New York
$42K – – –
CB
99
Community Bank
New York
$36K – – –
EWM
100
Edge Wealth Management
New York
$35K -$35K -1,085 -50%
2 3
4
5 6