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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
AWS
2
Atria Wealth Solutions
New York
$19.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.14M
4
EH
4
Equitable Holdings
New York
$3.35M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.92M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$14.9M
2
Bank of America
2
Bank of America
North Carolina
$52.9M
3
UBS Group
3
UBS Group
Switzerland
$36.8M
4
SCM
4
Seascape Capital Management
New Hampshire
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
76
Summit X LLC
Missouri
$1.16M +$184K +9,441 +19%
SC
77
Scotia Capital
Ontario, Canada
$1.14M +$46.6K +2,405 +4%
APA
78
American Portfolios Advisors
New York
$1.11M +$59.8K +3,085 +6%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$1.11M -$105K -5,449 -9%
IWA
80
Icon Wealth Advisors
Texas
$1.09M +$1.09M +56,294 New
AMC
81
Asset Management Corp
Illinois
$1.06M +$20.6K +1,065 +2%
KFS
82
Kaizen Financial Strategies
California
$1.05M -$35.8K -1,846 -3%
SPIA
83
Steward Partners Investment Advisory
New York
$1.04M +$84.1K +4,340 +9%
EGA
84
E&G Advisors
Texas
$1.04M -$9.69K -500 -0.9%
LDFR
85
Lehman & Derafelo Financial Resources
Pennsylvania
$1.02M -$144K -7,364 -12%
SCA
86
Snowden Capital Advisors
New York
$996K +$68.7K +3,547 +7%
SCM
87
SOL Capital Management
Maryland
$898K +$898K +46,350 New
CA
88
CoreCap Advisors
Michigan
$862K +$79.1K +4,080 +10%
OPS
89
Orion Portfolio Solutions
Nebraska
$846K +$60K +3,097 +8%
AAS
90
Avantax Advisory Services
Texas
$828K +$610K +31,448 +279%
OC
91
Oppenheimer & Co
New York
$796K +$421K +21,731 +112%
FPW
92
Flagship Private Wealth
Massachusetts
$776K +$9.89K +510 +1%
CC
93
Claybrook Capital
Massachusetts
$724K – – –
MC
94
Mathes Company
New York
$716K -$19.4K -1,000 -3%
Bank Julius Baer & Co
95
Bank Julius Baer & Co
Switzerland
$703K -$22.8K -1,179 -3%
GA
96
Gateway Advisory
New Jersey
$676K +$24.4K +1,258 +4%
CF
97
Centaurus Financial
California
$651K -$6.22K -321 -0.9%
IA
98
IFP Advisors
Florida
$620K +$3.17K +100 +0.5%
MAG
99
MRA Advisory Group
New Jersey
$606K +$12.2K +621 +2%
RJT
100
Raymond James Trust
Florida
$577K – – –
2 3
4
5 6