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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

236 hedge funds and large institutions have $691M invested in PIMCO Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
106
Reduced
63
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
RCM
2
Rivernorth Capital Management
Florida
$21.7M
3
Jane Street
3
Jane Street
New York
$6.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.1M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$4.63M

Top Sellers

1
HCM
1
Howland Capital Management
Massachusetts
$213K
2
Invesco
2
Invesco
Georgia
$0
3
AWS
3
Atria Wealth Solutions
New York
$6.72M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$1.08M +$65.2K +3,616 +6%
Goldman Sachs
77
Goldman Sachs
New York
$1.03M +$1.03M +57,037 New
CAM
78
Cresset Asset Management
Illinois
$1.03M -$177K -9,820 -15%
SWP
79
Stratos Wealth Partners
Ohio
$1.02M -$133K -7,408 -12%
SXL
80
Summit X LLC
Missouri
$993K +$92.7K +5,142 +10%
DADC
81
D.A. Davidson & Co
Montana
$970K -$48.4K -2,685 -5%
EGA
82
E&G Advisors
Texas
$948K -$7.37K -409 -0.8%
EH
83
Equitable Holdings
New York
$946K -$67.5K -3,745 -7%
PI
84
PFG Investments
New York
$935K +$935K +51,885 New
SWM
85
Spire Wealth Management
Virginia
$918K +$409K +22,706 +80%
KFS
86
Kaizen Financial Strategies
California
$912K -$30.5K -1,692 -3%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$882K -$263K -14,569 -23%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$856K +$146K +8,122 +21%
IWP
89
Icon Wealth Partners
Texas
$837K +$837K +46,424 New
MHS
90
M Holdings Securities
Oregon
$821K +$821K +45,571 New
SPIA
91
Steward Partners Investment Advisory
New York
$809K -$66.9K -3,712 -8%
SC
92
Savant Capital
Illinois
$804K +$804K +44,625 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$804K -$127K -7,029 -14%
NW
94
NewEdge Wealth
Pennsylvania
$801K +$111K +6,147 +16%
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$776K +$7.51K +417 +1%
FPW
96
Flagship Private Wealth
Massachusetts
$757K +$559 +31 +0.1%
HAG
97
HF Advisory Group
Maryland
$743K +$44.7K +2,483 +6%
AMC
98
Asset Management Corp
Illinois
$709K -$216K -11,986 -23%
CC
99
Claybrook Capital
Massachusetts
$674K – – –
Brown Advisory
100
Brown Advisory
Maryland
$673K +$63K +3,495 +10%
2 3
4
5 6