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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

135 hedge funds and large institutions have $271M invested in PIMCO Dynamic Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$7.36M
2
GCP
Gill Capital Partners
Colorado
$7.97M
3
Bank of America
Bank of America
North Carolina
$32.1M
4
UBS Group
UBS Group
Switzerland
$21.8M
5
PGWM
Parisi Gray Wealth Management
New Jersey
$2.08M

Top Sellers

1
IC
IEQ Capital
California
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.07M
3
Millennium Management
Millennium Management
New York
$0
4
Stifel Financial
Stifel Financial
Missouri
$1.28M
5
SCM
Seascape Capital Management
New Hampshire
$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$186K -$28.1K -1,000 -13%
HIA
102
Harbor Investment Advisory
Maryland
$180K +$42.2K +1,500 +31%
GWM
103
Geneos Wealth Management
Colorado
$179K – – –
RWB
104
RMR Wealth Builders
New Jersey
$166K -$27.9K -990 -14%
BEI
105
Benjamin Edwards Inc
Missouri
$126K – – –
WWM
106
Wagner Wealth Management
South Carolina
$106K +$106K +3,770 New
JFGIW
107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$90K – – –
AWA
109
Arkadios Wealth Advisors
Georgia
$85K -$2.56K -91 -3%
FIA
110
FNY Investment Advisers
New York
$83K +$14.5K +518 +21%
ST
111
Smithfield Trust
Pennsylvania
$79K – – –
BFEC
112
Benjamin F. Edwards & Company
Missouri
$73K – – –
US Bancorp
113
US Bancorp
Minnesota
$65K – – –
LGWM
114
Litman Gregory Wealth Management
California
$56K – – –
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$45K +$45K +1,615 New
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$42K – – –
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$42K – – –
FWM
118
Focused Wealth Management
New York
$37K – – –
EWM
119
Edge Wealth Management
New York
$31K – – –
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.2K – – –
NSIM
121
North Star Investment Management
Illinois
$28K – – –
EP
122
Eudaimonia Partners
Tennessee
$24K – – –
AF
123
Advisornet Financial
Minnesota
$21K -$15.5K -547 -43%
NFSG
124
Newbridge Financial Services Group
Florida
$12K +$109 +4 +0.9%
TWA
125
TCI Wealth Advisors
Arizona
$12K +$12K +425 New
2 3 4
5
6