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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
PS
4
Principal Securities
Iowa
$4.99M
5
SWP
5
Significant Wealth Partners
Illinois
$3.98M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MGWM
76
Marks Group Wealth Management
Minnesota
$1.07M 59,642 +59,642 New
Comerica Bank
77
Comerica Bank
Texas
$1.06M 59,137 -805 -1%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.03M 57,291 -3,134 -5%
HKAM
79
Horizon Kinetics Asset Management
New York
$1.02M 56,696 -9,650 -15%
Brown Advisory
80
Brown Advisory
Maryland
$1.01M 56,220 -24,200 -30%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$1.01M 55,755 +14,313 +35%
ACP
82
Arcus Capital Partners
Georgia
$979K 54,556 -315,558 -85%
RA
83
RFG Advisory
Alabama
$972K 54,141 +8,639 +19%
SXL
84
Summit X LLC
Missouri
$955K 53,197 +1,429 +3%
AP
85
Americana Partners
Texas
$949K 52,875 – –
MFIM
86
Mesirow Financial Investment Management
Illinois
$929K 51,769 +51,769 New
RJT
87
Raymond James Trust
Florida
$908K 50,575 +13,006 +35%
MHS
88
M Holdings Securities
Oregon
$906K 50,493 -16,540 -25%
CA
89
CoreCap Advisors
Michigan
$887K 49,417 -1,782 -3%
FPW
90
Flagship Private Wealth
Massachusetts
$886K 49,378 +1,148 +2%
KFS
91
Kaizen Financial Strategies
California
$872K 48,575 -2,403 -5%
SC
92
Savant Capital
Illinois
$868K 48,329 +1,659 +4%
HAG
93
HF Advisory Group
Maryland
$861K 47,952 +1,230 +3%
MSAM
94
Moloney Securities Asset Management
Missouri
$854K 47,569 +47,569 New
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$836K 46,586 -3,000 -6%
HIP
96
HUB Investment Partners
Texas
$799K 44,520 -4,273 -9%
AA
97
ACT Advisors
North Carolina
$779K 43,412 -24,570 -36%
SWA
98
Stratos Wealth Advisors
Ohio
$773K 43,074 +1,331 +3%
TWM
99
Tradition Wealth Management
Minnesota
$769K 42,820 +28,118 +191%
SPC
100
Sigma Planning Corp
Michigan
$758K 42,254 -55,842 -57%
2 3
4
5 6