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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$37.2M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
Scotia Capital
Ontario, Canada
$1.4M 53,856 +32,453 +152%
SPIA
77
Steward Partners Investment Advisory
New York
$1.39M 53,522 +39,936 +294%
SXL
78
Summit X LLC
Missouri
$1.38M 53,424 +53,424 New
WWM
79
Western Wealth Management
Colorado
$1.36M 52,469 +52,469 New
PGWM
80
Parisi Gray Wealth Management
New Jersey
$1.35M 52,033 -43,481 -46%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$1.33M 51,472 +15,301 +42%
AA
82
ACT Advisors
North Carolina
$1.27M 49,037 +49,037 New
TVAMP
83
Tennessee Valley Asset Management Partners
Tennessee
$1.21M 46,739 +15,210 +48%
ACM
84
Anfield Capital Management
California
$1.21M 46,726 +46,726 New
MCP
85
Mirador Capital Partners
California
$1.2M 46,312 +25,840 +126%
CA
86
CoreCap Advisors
Michigan
$1.18M 45,463 +45,463 New
AC
87
Aristides Capital
Kentucky
$1.16M 44,758 +44,758 New
SAM
88
Secure Asset Management
Michigan
$1.14M 44,162 +2,802 +7%
GSWM
89
Golden State Wealth Management
California
$1.09M 42,161 +29,260 +227%
KWA
90
Kellett Wealth Advisors
Ohio
$1.01M 38,992 +38,992 New
CF
91
Centaurus Financial
California
$972K 37,497 +27,040 +259%
PMG
92
ProVise Management Group
Florida
$970K 37,444 -1,236 -3%
CC
93
Claybrook Capital
Massachusetts
$969K 37,383 +37,383 New
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$963K 37,153 +37,153 New
Bank of New York Mellon
95
Bank of New York Mellon
New York
$954K 36,795 +3,639 +11%
FWP
96
Firethorn Wealth Partners
Georgia
$931K 35,915 +35,915 New
RG
97
Retirement Group
California
$931K 35,929 +35,929 New
LCM
98
Landscape Capital Management
New Jersey
$886K 34,176 +34,176 New
MIG
99
Mariner Investment Group
New York
$841K 32,449 +32,449 New
MAG
100
MRA Advisory Group
New Jersey
$815K 31,436 +11,788 +60%
2 3
4
5 6