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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

109 hedge funds and large institutions have $231M invested in PIMCO Dynamic Income Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
109
Holders Change
-9
Holders Change %
-7.63%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
10
Increased
37
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Howland Capital Management
Massachusetts
$12.3M
2
PA
2
Paragon Advisors
Texas
$5.29M
3
SWM
3
Strategic Wealth Management
Washington
$3.43M
4
SAM
4
Secure Asset Management
Michigan
$1.95M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.67M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.97M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.7M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.81M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
101
Focused Wealth Management
New York
$32K 1,300 – –
NSIM
102
North Star Investment Management
Illinois
$25K 1,000 – –
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K 1,000 – –
RDWM
104
Red Door Wealth Management
Tennessee
$20K 847 +24 +3%
ACM
105
AUA Capital Management
Pennsylvania
$17K 700 – –
FMP
106
Financial Management Professionals
Texas
$5K 200 -500 -71%
AAM
107
Advisors Asset Management
Colorado
$5K 196 +196 New
WEC
108
Winslow Evans & Crocker
Massachusetts
$4K 150 – –
LCM
109
Landscape Capital Management
New Jersey
– – -83,176 Closed
Northern Trust
110
Northern Trust
Illinois
– – -34,937 Closed
SIA
111
Sit Investment Associates
Minnesota
– – -20,778 Closed
SFS
112
Shaker Financial Services
Virginia
– – -20,759 Closed
Lido Advisors
113
Lido Advisors
California
– – -13,467 Closed
Jane Street
114
Jane Street
New York
– – -12,740 Closed
GSWM
115
Golden State Wealth Management
California
– – -10,638 Closed
SXL
116
Summit X LLC
Missouri
– – -9,269 Closed
AWM
117
Affinity Wealth Management
Delaware
– – -9,000 Closed
CAN
118
Claraphi Advisory Network
United States
– – -6,562 Closed
ASN
119
Advisory Services Network
Georgia
– – -4,022 Closed
AWA
120
Arkadios Wealth Advisors
Georgia
– – -2,565 Closed
AIC
121
Ameritas Investment Company
Nebraska
– – -1,535 Closed
ADL
122
Asset Dedication LLC
California
– – -425 Closed
TCOV
123
Trust Company of Vermont
Vermont
– – -150 Closed
TCM
124
Tradewinds Capital Management
Washington
– – -100 Closed
AWM
125
Atticus Wealth Management
Florida
– – -2 Closed
2 3 4
5
6