PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$34.6M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
101
Kestra Private Wealth Services
Texas
$799K 30,848 +30,848 New
GLA
102
Good Life Advisors
Pennsylvania
$783K 30,236 +21,879 +262%
CA
103
Cetera Advisors
Colorado
$770K 29,727 +29,727 New
EH
104
Equitable Holdings
New York
$770K 29,731 +29,731 New
BCA
105
Biltmore Capital Advisors
New Jersey
$740K 28,555 +28,555 New
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$720K 27,776 +12,310 +80%
AMC
107
Asset Management Corp
Illinois
$714K 27,543 +5,137 +23%
VF
108
Virtu Financial
New York
$695K 26,811 +26,811 New
Jane Street
109
Jane Street
New York
$680K 26,247 +26,247 New
OC
110
Oppenheimer & Co
New York
$679K 26,202 +15,023 +134%
IWM
111
IHT Wealth Management
Illinois
$679K 26,211 +26,211 New
C
112
Certuity
Florida
$675K 26,047 +10,857 +71%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$666K 25,705 +25,705 New
BAM
114
Belpointe Asset Management
Nevada
$660K 25,446 +20,755 +442%
AC
115
Avestar Capital
New York
$655K 25,279 +25,279 New
KA
116
Kovack Advisors
Florida
$653K 25,185 +25,185 New
ASFA
117
All Season Financial Advisors
Colorado
$642K 24,796 +24,796 New
Creative Planning
118
Creative Planning
Kansas
$627K 24,205 +24,205 New
MMA
119
Miracle Mile Advisors
California
$625K 24,129 +24,129 New
HWM
120
Heirloom Wealth Management
Colorado
$624K 25,031 +25,031 New
MA
121
Mutual Advisors
Nebraska
$620K 23,916 +14,495 +154%
CAC
122
Certified Advisory Corp
Florida
$618K 23,847 -2,287 -9%
AAS
123
Ameritas Advisory Services
Nebraska
$598K 23,069 +23,069 New
SCA
124
Sage Capital Advisors
South Dakota
$588K 23,527 +23,527 New
CPIG
125
Chicago Partners Investment Group
Illinois
$576K 24,018 +24,018 New
3 4
5
6 7