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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

269 hedge funds and large institutions have $818M invested in PIMCO Dynamic Income Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
113
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$216M
2
KC
2
Kingfisher Capital
North Carolina
$6.77M
3
Bank of America
3
Bank of America
North Carolina
$52.4M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12.9M
5
QHA
5
Quarry Hill Advisors
Minnesota
$2.82M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.3M
4
HIC
4
Hartline Investment Corp
Illinois
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SA
76
Sanctuary Advisors
Indiana
$1.23M 64,944 +64,944 New
AWM
77
Apollon Wealth Management
South Carolina
$1.22M 64,709 +1,066 +2%
ALC
78
Alexander Labrunerie & Co
Missouri
$1.22M 64,654 +20,323 +46%
JWCA
79
J.W. Cole Advisors
Florida
$1.16M 61,683 +19,717 +47%
CA
80
CoreCap Advisors
Michigan
$1.07M 57,022 +1,350 +2%
TWM
81
Tradition Wealth Management
Minnesota
$1.06M 56,497 +3,192 +6%
HKAM
82
Horizon Kinetics Asset Management
New York
$1.06M 56,248 -200 -0.4%
Brown Advisory
83
Brown Advisory
Maryland
$1.05M 55,620 -600 -1%
SC
84
Savant Capital
Illinois
$1.04M 55,277 +7,072 +15%
Walleye Capital
85
Walleye Capital
New York
$1.02M 54,461 +54,461 New
FPW
86
Flagship Private Wealth
Massachusetts
$1.02M 54,085 +1,593 +3%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$998K 52,770 -10,498 -17%
AP
88
Americana Partners
Texas
$995K 52,875 – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$993K 52,802 +2,130 +4%
HAG
90
HF Advisory Group
Maryland
$973K 51,728 +3,353 +7%
GFG
91
Goldstone Financial Group
Illinois
$967K 51,419 +26,117 +103%
KFS
92
Kaizen Financial Strategies
California
$966K 50,950 +748 +1%
MAG
93
MRA Advisory Group
New Jersey
$950K 50,506 +821 +2%
MHS
94
M Holdings Securities
Oregon
$942K 50,069 +6,232 +14%
NI
95
NCP Inc
California
$919K 48,865 +15,778 +48%
RJT
96
Raymond James Trust
Florida
$917K 48,736 -3,300 -6%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$867K 46,085 – –
SWA
98
Stratos Wealth Advisors
Ohio
$859K 45,666 +1,304 +3%
SXL
99
Summit X LLC
Missouri
$838K 44,573 -3,618 -8%
SWP
100
Stratos Wealth Partners
Ohio
$834K 44,351 +4,640 +12%
2 3
4
5 6