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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
MHFA
3
Mission Hills Financial Advisory
California
$5.84M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.68M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.2M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$1.43M 70,457 -5,760 -8%
PGWM
77
Parisi Gray Wealth Management
New Jersey
$1.4M 69,000 – –
SC
78
Scotia Capital
Ontario, Canada
$1.39M 68,690 -1,251 -2%
FFN
79
Focus Financial Network
Minnesota
$1.38M 67,129 +497 +0.7%
Invesco
80
Invesco
Georgia
$1.37M 67,354 +67,354 New
PTC
81
Private Trust Company
Ohio
$1.36M 67,215 +23,981 +55%
DC
82
Davenport & Co
Virginia
$1.35M 66,755 -5,374 -7%
MFG
83
Merit Financial Group
Georgia
$1.34M 66,123 -8,930 -12%
SA
84
Sanctuary Advisors
Indiana
$1.17M 60,765 -4,179 -6%
CA
85
CoreCap Advisors
Michigan
$1.17M 57,498 +476 +0.8%
Brown Advisory
86
Brown Advisory
Maryland
$1.13M 55,620 – –
MAG
87
MRA Advisory Group
New Jersey
$1.11M 54,826 +4,320 +9%
NI
88
NCP Inc
California
$1.1M 54,268 +5,403 +11%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.09M 53,958 +1,156 +2%
GFG
90
Goldstone Financial Group
Illinois
$1.08M 53,162 +1,743 +3%
AWM
91
Apollon Wealth Management
South Carolina
$1.07M 52,953 -11,756 -18%
AP
92
Americana Partners
Texas
$1.07M 52,875 – –
HAG
93
HF Advisory Group
Maryland
$1.07M 52,747 +1,019 +2%
SC
94
Savant Capital
Illinois
$1.07M 52,731 -2,546 -5%
Truist Financial
95
Truist Financial
North Carolina
$1.06M 52,126 -23,689 -31%
TWM
96
Tradition Wealth Management
Minnesota
$1.05M 51,877 -4,620 -8%
SPC
97
Sigma Planning Corp
Michigan
$1.05M 51,852 +18,572 +56%
KFS
98
Kaizen Financial Strategies
California
$1.04M 51,338 +388 +0.8%
SWP
99
Stratos Wealth Partners
Ohio
$1.04M 51,265 +6,914 +16%
XT
100
XTX Topco
Cayman Islands
$1.01M 49,653 +34,836 +235%
2 3
4
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