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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

135 hedge funds and large institutions have $271M invested in PIMCO Dynamic Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$7.36M
2
GCP
Gill Capital Partners
Colorado
$7.97M
3
Bank of America
Bank of America
North Carolina
$32.1M
4
UBS Group
UBS Group
Switzerland
$21.8M
5
PGWM
Parisi Gray Wealth Management
New Jersey
$2.08M

Top Sellers

1
IC
IEQ Capital
California
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.07M
3
Millennium Management
Millennium Management
New York
$0
4
Stifel Financial
Stifel Financial
Missouri
$1.28M
5
SCM
Seascape Capital Management
New Hampshire
$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
76
Firethorn Wealth Partners
Georgia
$342K +$342K +12,147 New
NFG
77
Next Financial Group
Texas
$337K -$22.3K -794 -6%
AWM
78
Affinity Wealth Management
Delaware
$321K – – –
CF
79
Centaurus Financial
California
$305K +$310 +11 +0.1%
WS
80
Wedbush Securities
California
$304K +$89.7K +3,188 +42%
SPIA
81
Steward Partners Investment Advisory
New York
$303K -$24.9K -885 -8%
BWM
82
BCS Wealth Management
Tennessee
$302K – – –
SC
83
Scotia Capital
Ontario, Canada
$302K +$11.6K +413 +4%
OC
84
Oppenheimer & Co
New York
$301K -$108K -3,853 -26%
GRP
85
Global Retirement Partners
California
$301K +$6.3K +224 +2%
SCM
86
Spreng Capital Management
Ohio
$300K +$3.24K +115 +1%
CFGS
87
Concourse Financial Group Securities
Alabama
$273K +$51.4K +1,813 +23%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$266K +$38.2K +1,309 +17%
Creative Planning
89
Creative Planning
Kansas
$260K +$16.7K +595 +7%
TWM
90
Tradition Wealth Management
Minnesota
$250K +$6.03K +214 +2%
KAS
91
Kestra Advisory Services
Texas
$249K -$1.43M -51,032 -85%
HI
92
Harbour Investments
Wisconsin
$245K +$245K +8,709 New
OWA
93
Outlook Wealth Advisors
Texas
$241K -$7.21K -256 -3%
GWSG
94
GPS Wealth Strategies Group
Colorado
$237K -$1.91K -68 -0.8%
MCA
95
Magnolia Capital Advisors
Mississippi
$231K +$231K +8,200 New
APW
96
Aurora Private Wealth
New Jersey
$230K +$15K +534 +7%
SCA
97
Snowden Capital Advisors
New York
$218K +$218K +7,746 New
SAM
98
Seelaus Asset Management
New Jersey
$205K +$205K +7,284 New
CCC
99
Crescent Capital Consulting
Louisiana
$198K +$4.8K +171 +2%
MWC
100
MBM Wealth Consultants
Missouri
$192K +$192K +6,811 New
2 3
4
5 6