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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$32.2M
3
SCM
3
SOL Capital Management
Maryland
$11.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.63M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$36M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
76
MAS Advisors
Florida
$1.18M 63,128 -68,145 -52%
PI
77
PFG Investments
New York
$1.17M 62,225 +10,340 +20%
SW
78
SteelPeak Wealth
California
$1.12M 59,142 +59,142 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$1.06M 56,558 +11,948 +27%
SXL
80
Summit X LLC
Missouri
$1.03M 55,173 +51 +0.1%
CA
81
CoreCap Advisors
Michigan
$1.03M 54,903 +54,903 New
DADC
82
D.A. Davidson & Co
Montana
$978K 52,144 -1,678 -3%
EGA
83
E&G Advisors
Texas
$970K 51,709 -911 -2%
KFS
84
Kaizen Financial Strategies
California
$970K 51,215 +596 +1%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$964K 51,418 +2,495 +5%
GSIAS
86
Garden State Investment Advisory Services
New Jersey
$927K 49,433 +6,367 +15%
IWP
87
Icon Wealth Partners
Texas
$885K 47,174 +750 +2%
SC
88
Savant Capital
Illinois
$881K 46,974 +2,349 +5%
SWM
89
Spire Wealth Management
Virginia
$868K 46,274 -4,651 -9%
HAG
90
HF Advisory Group
Maryland
$833K 44,406 +3,151 +8%
EWA
91
EP Wealth Advisors
California
$813K 1,683 +1,683 New
AWM
92
Apollon Wealth Management
South Carolina
$804K 42,864 +42,864 New
FPW
93
Flagship Private Wealth
Massachusetts
$788K 42,036 +20 +0%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$787K 41,994 -5,573 -12%
MHS
95
M Holdings Securities
Oregon
$736K 39,250 -6,321 -14%
NW
96
NewEdge Wealth
Pennsylvania
$736K 39,238 -5,229 -12%
EH
97
Equitable Holdings
New York
$709K 37,802 -14,677 -28%
Mariner
98
Mariner
Kansas
$708K 37,746 -22,975 -38%
CC
99
Claybrook Capital
Massachusetts
$701K 37,383 – –
GA
100
Gateway Advisory
New Jersey
$691K 36,835 +456 +1%
2 3
4
5 6