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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
SF
3
Summit Financial
New Jersey
$7.43M
4
AWS
4
Atria Wealth Solutions
New York
$33M
5
LPL Financial
5
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$413M
2
CL
2
Choreo LLC
Illinois
$0
3
IAIM
3
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
5
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
76
Williams Jones Wealth Management
New York
$1.61M -$562K -30,652 -26%
HKAM
77
Horizon Kinetics Asset Management
New York
$1.59M -$6.46K -352 -0.4%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.53M +$242K +13,186 +19%
RAM
79
Readystate Asset Management
Illinois
$1.48M +$1.48M +80,738 New
CIBC World Market
80
CIBC World Market
Ontario, Canada
$1.47M -$103K -5,602 -7%
EFG
81
Elm3 Financial Group
Georgia
$1.47M +$1.47M +80,025 New
EH
82
Equitable Holdings
New York
$1.47M +$808K +44,082 +123%
CAM
83
Cresset Asset Management
Illinois
$1.41M -$928K -50,432 -40%
WS
84
Wedbush Securities
California
$1.39M -$227K -12,377 -14%
Comerica Bank
85
Comerica Bank
Texas
$1.38M +$75.5K +4,115 +6%
FFN
86
Focus Financial Network
Minnesota
$1.34M +$106K +5,779 +9%
HF
87
HRT Financial
New York
$1.33M +$1.33M +72,705 New
MFG
88
Merit Financial Group
Georgia
$1.33M +$116K +6,305 +10%
WWM
89
Western Wealth Management
Colorado
$1.32M -$302K -16,484 -19%
NG
90
Novem Group
New York
$1.3M +$1.3M +70,944 New
Jane Street
91
Jane Street
New York
$1.3M +$714K +38,923 +123%
PTC
92
Private Trust Company
Ohio
$1.27M +$40.1K +2,188 +3%
PGWM
93
Parisi Gray Wealth Management
New Jersey
$1.27M – – –
SC
94
Scotia Capital
Ontario, Canada
$1.2M -$55.7K -3,037 -4%
NI
95
NCP Inc
California
$1.2M +$201K +10,973 +20%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$185K +10,070 +19%
CA
97
CoreCap Advisors
Michigan
$1.15M +$92.7K +5,052 +9%
CPRC
98
Consolidated Portfolio Review Corp
New York
$1.11M +$374K +20,367 +51%
LCM
99
Landscape Capital Management
New Jersey
$1.11M +$1.11M +60,504 New
MCM
100
MAI Capital Management
Ohio
$1.11M +$1.11M +60,350 New
2 3
4
5 6