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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

250 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
93
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.13M
3
IA
3
IFP Advisors
Florida
$2.64M
4
WJWM
4
Williams Jones Wealth Management
New York
$2.44M
5
UBS Group
5
UBS Group
Switzerland
$26M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.77M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$3.77M
4
Wells Fargo
4
Wells Fargo
California
$2.85M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NW
101
NewEdge Wealth
Pennsylvania
$748K 43,315 +4,077 +10%
DADC
102
D.A. Davidson & Co
Montana
$731K 42,282 -9,862 -19%
SWA
103
Stratos Wealth Advisors
Ohio
$721K 41,743 +41,743 New
Mariner
104
Mariner
Kansas
$709K 41,049 +3,303 +9%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$697K 41,442 -552 -1%
EWA
106
EP Wealth Advisors
California
$655K 37,888 +36,205 +2,151%
GA
107
Gateway Advisory
New Jersey
$651K 37,685 +850 +2%
RJT
108
Raymond James Trust
Florida
$649K 37,569 +2,500 +7%
CC
109
Claybrook Capital
Massachusetts
$646K 37,383 – –
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$643K 37,220 +3,257 +10%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$642K 37,160 +37,160 New
ASFA
112
All Season Financial Advisors
Colorado
$631K 36,497 +2,091 +6%
MAG
113
MRA Advisory Group
New Jersey
$630K 36,455 +470 +1%
SPIA
114
Steward Partners Investment Advisory
New York
$597K 34,557 -1,735 -5%
AWA
115
Arete Wealth Advisors
Illinois
$563K 32,567 -2,392 -7%
CAC
116
Certified Advisory Corp
Florida
$552K 31,957 +422 +1%
SCA
117
Sage Capital Advisors
South Dakota
$516K 29,838 +1,444 +5%
DWT
118
Dorsey & Whitney Trust
South Dakota
$489K 28,273 – –
FFN
119
Focus Financial Network
Minnesota
$475K 27,155 +3,621 +15%
TC
120
TownSquare Capital
Utah
$465K 26,922 -3,877 -13%
AFG
121
Atomi Financial Group
New York
$453K 26,226 +3,356 +15%
HWM
122
HB Wealth Management
Georgia
$432K 25,000 +15,000 +150%
RIG
123
Ramiah Investment Group
Wisconsin
$430K 24,880 +1,907 +8%
PWM
124
Prosperity Wealth Management
California
$416K 24,063 +24,063 New
BWM
125
Bulltick Wealth Management
Florida
$397K 22,970 +22,970 New
3 4
5
6 7