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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

266 hedge funds and large institutions have $842M invested in PIMCO Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
266
Holders Change
+9
Holders Change %
+3.5%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
111
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$17.4M
2
Bank of America
2
Bank of America
North Carolina
$48.6M
3
LPL Financial
3
LPL Financial
California
$46.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.52M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$5.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$208M
2
AWM
2
AE Wealth Management
Kansas
$5.28M
3
RCM
3
Rivernorth Capital Management
Florida
$16.1M
4
SWP
4
Significant Wealth Partners
Illinois
$1.5M
5
TVAMP
5
Tennessee Valley Asset Management Partners
Tennessee
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$1.22M 63,074 +3,937 +7%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$1.21M 63,268 +7,513 +13%
B
78
Bensler
Washington
$1.18M 61,225 +47,465 +345%
MGWM
79
Marks Group Wealth Management
Minnesota
$1.15M 59,642 – –
HKAM
80
Horizon Kinetics Asset Management
New York
$1.09M 56,448 -248 -0.4%
Brown Advisory
81
Brown Advisory
Maryland
$1.08M 56,220 – –
CA
82
CoreCap Advisors
Michigan
$1.07M 55,672 +6,255 +13%
ACP
83
Arcus Capital Partners
Georgia
$1.07M 55,416 +860 +2%
Northern Trust
84
Northern Trust
Illinois
$1.05M 54,612 +54,612 New
RA
85
RFG Advisory
Alabama
$1.05M 54,578 +437 +0.8%
TWM
86
Tradition Wealth Management
Minnesota
$1.03M 53,305 +10,485 +24%
AP
87
Americana Partners
Texas
$1.02M 52,875 – –
FPW
88
Flagship Private Wealth
Massachusetts
$1.01M 52,492 +3,114 +6%
RJT
89
Raymond James Trust
Florida
$1M 52,036 +1,461 +3%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$977K 50,672 -6,619 -12%
KFS
91
Kaizen Financial Strategies
California
$968K 50,202 +1,627 +3%
MAG
92
MRA Advisory Group
New Jersey
$958K 49,685 +11,655 +31%
HAG
93
HF Advisory Group
Maryland
$933K 48,375 +423 +0.9%
SC
94
Savant Capital
Illinois
$930K 48,205 -124 -0.3%
SXL
95
Summit X LLC
Missouri
$930K 48,191 -5,006 -9%
GSIAS
96
Garden State Investment Advisory Services
New Jersey
$895K 46,085 -501 -1%
HIP
97
HUB Investment Partners
Texas
$859K 44,530 +10 +0%
FFN
98
Focus Financial Network
Minnesota
$858K 46,185 +15,704 +52%
SWA
99
Stratos Wealth Advisors
Ohio
$856K 44,362 +1,288 +3%
ALC
100
Alexander Labrunerie & Co
Missouri
$855K 44,331 +44,331 New
2 3
4
5 6