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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

230 hedge funds and large institutions have $802M invested in PIMCO Dynamic Income Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 32 closing their positions.

Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
80
Reduced
84
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$16.5M
2
BWA
2
BDO Wealth Advisors
Florida
$5.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.5M
4
MA
4
MAS Advisors
Florida
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
N
3
Natixis
France
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.62M
5
VIA
5
Vident Investment Advisory
Georgia
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
76
Scotia Capital
Ontario, Canada
$1.18M +$34.3K +1,645 +3%
KFS
77
Kaizen Financial Strategies
California
$1.17M -$24K -1,151 -2%
APA
78
American Portfolios Advisors
New York
$1.13M -$62.2K -2,979 -5%
EGA
79
E&G Advisors
Texas
$1.13M -$1.32K -63 -0.1%
CAM
80
Cresset Asset Management
Illinois
$1.13M +$1.13M +53,953 New
AMC
81
Asset Management Corp
Illinois
$1.11M +$35.8K +1,717 +3%
SXL
82
Summit X LLC
Missouri
$1.04M +$13.5K +648 +1%
SPIA
83
Steward Partners Investment Advisory
New York
$1.03M +$141K +6,735 +16%
SCA
84
Snowden Capital Advisors
New York
$999K -$157K -7,534 -14%
BCM
85
Brookstone Capital Management
Illinois
$988K -$59.5K -2,855 -6%
VF
86
Virtu Financial
New York
$943K +$943K +45,202 New
BRWA
87
B. Riley Wealth Advisors
Florida
$892K +$39.7K +1,901 +5%
OPS
88
Orion Portfolio Solutions
Nebraska
$847K -$81K -3,878 -9%
CA
89
CoreCap Advisors
Michigan
$843K -$63.7K -3,051 -7%
FPW
90
Flagship Private Wealth
Massachusetts
$825K +$7.22K +346 +0.9%
SWM
91
Spire Wealth Management
Virginia
$815K -$299K -14,342 -27%
MC
92
Mathes Company
New York
$792K -$945K -45,254 -54%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$782K +$1.4K +67 +0.2%
AWM
94
AE Wealth Management
Kansas
$781K +$552K +26,466 +242%
CC
95
Claybrook Capital
Massachusetts
$780K – – –
RG
96
Retirement Group
California
$770K -$28.3K -1,356 -4%
CF
97
Centaurus Financial
California
$708K -$72.4K -3,465 -9%
GA
98
Gateway Advisory
New Jersey
$702K +$30.3K +1,451 +5%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$693K -$8.28K -397 -1%
MAG
100
MRA Advisory Group
New Jersey
$632K -$27.7K -1,326 -4%
2 3
4
5 6