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PIMCO Dynamic Income Fund
PDI

316 hedge funds and large institutions have $1.35B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 25

52% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 84

42% more capital invested

Capital invested by funds: $950M → $1.35B (+$403M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more funds holding

Funds holding: 291 → 316 (+25)

2.58% less ownership

Funds ownership: 17.22% → 14.64% (-2.6%)

Holders
316
Holders Change
+25
Holders Change %
+8.59%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
58
Increased
128
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$13.1M
2
Morgan Stanley
Morgan Stanley
New York
+$10.9M
3
SF
Summit Financial
New Jersey
+$7.78M
4
AWS
Atria Wealth Solutions
New York
+$6.57M
5
LPL Financial
LPL Financial
California
+$5.62M

Top Sellers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
-$8.71M
2
CL
Choreo LLC
Illinois
-$6.99M
3
IAIM
International Assets Investment Management
Florida
-$5.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.76M
5
IA
IFP Advisors
Florida
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
76
Flagship Private Wealth
Massachusetts
$1.65M +$164K +8,419 +10%
SAM
77
Smith Asset Management
Florida
$1.65M +$1.75M +89,878 New
WJWM
78
Williams Jones Wealth Management
New York
$1.61M -$595K -30,652 -26%
HKAM
79
Horizon Kinetics Asset Management
New York
$1.59M -$6.84K -352 -0.4%
MML Investors Services
80
MML Investors Services
Massachusetts
$1.53M +$256K +13,186 +19%
RAM
81
Readystate Asset Management
Illinois
$1.48M +$1.57M +80,738 New
CIBC World Market
82
CIBC World Market
Ontario, Canada
$1.47M -$109K -5,602 -7%
EFG
83
Elm3 Financial Group
Georgia
$1.47M +$1.55M +80,025 New
EH
84
Equitable Holdings
New York
$1.47M +$856K +44,082 +123%
CAM
85
Cresset Asset Management
Illinois
$1.41M -$980K -50,432 -40%
WS
86
Wedbush Securities
California
$1.39M -$240K -12,377 -14%
Comerica Bank
87
Comerica Bank
Texas
$1.38M +$79.9K +4,115 +6%
FFN
88
Focus Financial Network
Minnesota
$1.34M +$112K +5,779 +9%
HF
89
HRT Financial
New York
$1.33M +$1.41M +72,705 New
MFG
90
Merit Financial Group
Georgia
$1.33M +$122K +6,305 +10%
WWM
91
Western Wealth Management
Colorado
$1.32M -$320K -16,484 -19%
NG
92
Novem Group
New York
$1.3M +$1.38M +70,944 New
Jane Street
93
Jane Street
New York
$1.3M +$756K +38,923 +123%
PTC
94
Private Trust Company
Ohio
$1.27M +$42.5K +2,188 +3%
PGWM
95
Parisi Gray Wealth Management
New Jersey
$1.27M – – –
SC
96
Scotia Capital
Ontario, Canada
$1.2M -$59K -3,037 -4%
NI
97
NCP Inc
California
$1.2M +$213K +10,973 +20%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$196K +10,070 +19%
CA
99
CoreCap Advisors
Michigan
$1.15M +$98.1K +5,052 +9%
CPRC
100
Consolidated Portfolio Review Corp
New York
$1.11M +$396K +20,367 +51%
2 3
4
5 6

PDI Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2024, worth a combined $1.35B — up 42% from $950M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PDI positions and 25 closed out — a net gain of 33 holders — while 128 added to existing stakes and 84 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.1M. The largest seller was Independent Financial Group, cutting an estimated $8.71M.

  • 316 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2024, up from 291 in Q3 2024.
  • Funds reported $1.35B of PIMCO Dynamic Income Fund stock for Q4 2024, up 42% quarter-over-quarter.
  • 58 funds opened new PIMCO Dynamic Income Fund positions in Q4 2024 and 25 closed out, a net change of +33 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $13.1M added.
  • The largest PIMCO Dynamic Income Fund seller in Q4 2024 was Independent Financial Group, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2024.