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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$32.2M
3
SCM
3
SOL Capital Management
Maryland
$11.5M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.63M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$36M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$680K 36,292 -8,599 -19%
MAG
102
MRA Advisory Group
New Jersey
$675K 35,985 +4,057 +13%
RJT
103
Raymond James Trust
Florida
$658K 35,069 +11,885 +51%
AWA
104
Arete Wealth Advisors
Illinois
$655K 34,959 +1,601 +5%
ASFA
105
All Season Financial Advisors
Colorado
$645K 34,406 +271 +0.8%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$637K 33,963 +33,963 New
Brown Advisory
107
Brown Advisory
Maryland
$635K 33,880 -3,495 -9%
VAS
108
Vestmark Advisory Solutions
Massachusetts
$599K 31,956 +7,664 +32%
CAC
109
Certified Advisory Corp
Florida
$591K 31,535 +1,696 +6%
TC
110
TownSquare Capital
Utah
$577K 30,799 -1,211 -4%
RA
111
RFG Advisory
Alabama
$574K 30,634 +1,110 +4%
HIP
112
HUB Investment Partners
Texas
$571K 30,464 +5,706 +23%
SCA
113
Sage Capital Advisors
South Dakota
$532K 28,394 +1,098 +4%
DWT
114
Dorsey & Whitney Trust
South Dakota
$530K 28,273 – –
MC
115
Mathes Company
New York
$528K 28,184 +28,184 New
CPIG
116
Chicago Partners Investment Group
Illinois
$464K 24,154 -1,448 -6%
FFN
117
Focus Financial Network
Minnesota
$446K 23,534 +3,549 +18%
CF
118
Centaurus Financial
California
$436K 23,265 -8,169 -26%
TCA
119
Transcend Capital Advisors
New Jersey
$431K 23,005 – –
RIG
120
Ramiah Investment Group
Wisconsin
$431K 22,973 +1,695 +8%
AFG
121
Atomi Financial Group
New York
$429K 22,870 +320 +1%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$423K 22,564 -262 -1%
FA
123
Financial Alternatives
California
$418K 22,291 – –
N
124
Natixis
France
$415K 22,109 -4,639 -17%
BHPW
125
Beverly Hills Private Wealth
California
$409K 21,095 +260 +1%
3 4
5
6 7