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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

134 hedge funds and large institutions have $285M invested in PIMCO Dynamic Income Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
58
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.81M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$1.62M
3
LPL Financial
3
LPL Financial
California
$8.15M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$23.3M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.34M
2
GG
2
Golden Green
South Carolina
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
CRC
4
Catawba River Capital
South Carolina
$0
5
SCM
5
Seascape Capital Management
New Hampshire
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
76
Cypress Capital Group
Florida
$406K 14,100 -1,000 -7%
SPIA
77
Steward Partners Investment Advisory
New York
$394K 13,666 +2,901 +27%
SWM
78
SeaCrest Wealth Management
New York
$380K 13,206 +47 +0.4%
Citadel Advisors
79
Citadel Advisors
Florida
$378K 13,108 +13,108 New
GRP
80
Global Retirement Partners
California
$365K 12,661 +1,957 +18%
NFG
81
Next Financial Group
Texas
$360K 12,510 +524 +4%
FWP
82
Firethorn Wealth Partners
Georgia
$359K 12,445 +298 +2%
AWM
83
Affinity Wealth Management
Delaware
$318K 11,162 +4 +0%
OC
84
Oppenheimer & Co
New York
$315K 10,937 +238 +2%
SCM
85
Spreng Capital Management
Ohio
$310K 10,758 +111 +1%
BWM
86
BCS Wealth Management
Tennessee
$309K 10,737 – –
CF
87
Centaurus Financial
California
$300K 10,407 -420 -4%
RIA
88
Regal Investment Advisors
Michigan
$298K 10,358 +10,358 New
CFGS
89
Concourse Financial Group Securities
Alabama
$288K 9,846 +224 +2%
TWM
90
Tradition Wealth Management
Minnesota
$262K 9,078 +205 +2%
HI
91
Harbour Investments
Wisconsin
$251K 8,709 – –
Creative Planning
92
Creative Planning
Kansas
$241K 8,381 -869 -9%
APW
93
Aurora Private Wealth
New Jersey
$241K 8,353 +189 +2%
SCA
94
Snowden Capital Advisors
New York
$234K 8,129 +383 +5%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$229K 7,955 -5,003 -39%
WS
96
Wedbush Securities
California
$222K 7,690 -3,114 -29%
AIC
97
Ameritas Investment Company
Nebraska
$218K 7,578 +7,578 New
SS
98
Sunbelt Securities
Texas
$217K 7,655 +7,655 New
GLA
99
Good Life Advisors
Pennsylvania
$213K 7,378 +7,378 New
CCC
100
Crescent Capital Consulting
Louisiana
$208K 7,223 +163 +2%
2 3
4
5 6