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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

250 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
93
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.13M
3
IA
3
IFP Advisors
Florida
$2.64M
4
WJWM
4
Williams Jones Wealth Management
New York
$2.44M
5
UBS Group
5
UBS Group
Switzerland
$26M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.77M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$3.77M
4
Wells Fargo
4
Wells Fargo
California
$2.85M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
76
Horizon Kinetics Asset Management
New York
$1.15M 66,346 -67 -0.1%
JSW
77
Journey Strategic Wealth
New Jersey
$1.15M 66,300 +66,300 New
CAM
78
Cresset Asset Management
Illinois
$1.13M 65,083 -5,017 -7%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.12M 64,661 +64,661 New
MA
80
MAS Advisors
Florida
$1.09M 63,128 – –
PI
81
PFG Investments
New York
$1.08M 62,421 +196 +0.3%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 60,425 +3,867 +7%
PGWM
83
Parisi Gray Wealth Management
New Jersey
$1.04M 60,000 -67,350 -53%
Comerica Bank
84
Comerica Bank
Texas
$1.04M 59,942 +59,942 New
SW
85
SteelPeak Wealth
California
$994K 56,737 -2,405 -4%
AWM
86
Apollon Wealth Management
South Carolina
$968K 56,043 +13,179 +31%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$920K 53,246 +1,828 +4%
AP
88
Americana Partners
Texas
$914K 52,875 +52,875 New
SXL
89
Summit X LLC
Missouri
$895K 51,768 -3,405 -6%
EGA
90
E&G Advisors
Texas
$894K 51,709 – –
CA
91
CoreCap Advisors
Michigan
$885K 51,199 -3,704 -7%
KFS
92
Kaizen Financial Strategies
California
$881K 50,978 -237 -0.5%
GSIAS
93
Garden State Investment Advisory Services
New Jersey
$857K 49,586 +153 +0.3%
HIP
94
HUB Investment Partners
Texas
$843K 48,793 +18,329 +60%
FPW
95
Flagship Private Wealth
Massachusetts
$833K 48,230 +6,194 +15%
HAG
96
HF Advisory Group
Maryland
$807K 46,722 +2,316 +5%
SC
97
Savant Capital
Illinois
$806K 46,670 -304 -0.6%
SWM
98
Spire Wealth Management
Virginia
$790K 45,732 -542 -1%
IWP
99
Icon Wealth Partners
Texas
$790K 45,719 -1,455 -3%
RA
100
RFG Advisory
Alabama
$786K 45,502 +14,868 +49%
2 3
4
5 6