PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
PS
4
Principal Securities
Iowa
$4.99M
5
SWP
5
Significant Wealth Partners
Illinois
$3.98M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$740K 41,207 -39,269 -49%
NW
102
NewEdge Wealth
Pennsylvania
$723K 40,255 -3,060 -7%
SWP
103
Stratos Wealth Partners
Ohio
$717K 39,918 -30,991 -44%
GA
104
Gateway Advisory
New Jersey
$700K 38,998 +1,313 +3%
Lido Advisors
105
Lido Advisors
California
$689K 37,906 +37,906 New
SWM
106
Spire Wealth Management
Virginia
$686K 36,741 -8,991 -20%
MAG
107
MRA Advisory Group
New Jersey
$683K 38,030 +1,575 +4%
EWM
108
Edge Wealth Management
New York
$678K 37,757 +22,460 +147%
EGA
109
E&G Advisors
Texas
$664K 36,967 -14,742 -29%
DADC
110
D.A. Davidson & Co
Montana
$663K 36,938 -5,344 -13%
PCIA
111
Prime Capital Investment Advisors
Kansas
$636K 35,437 +15,649 +79%
SPIA
112
Steward Partners Investment Advisory
New York
$623K 34,687 +130 +0.4%
SIC
113
Samalin Investment Counsel
New York
$622K 34,659 +12,222 +54%
Creative Planning
114
Creative Planning
Kansas
$600K 33,433 +22,285 +200%
AWA
115
Arete Wealth Advisors
Illinois
$599K 33,394 +827 +3%
CAC
116
Certified Advisory Corp
Florida
$585K 32,608 +651 +2%
EWA
117
EP Wealth Advisors
California
$578K 32,205 -5,683 -15%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$572K 31,882 -21,364 -40%
FFN
119
Focus Financial Network
Minnesota
$554K 30,481 +3,326 +12%
JSW
120
Journey Strategic Wealth
New Jersey
$547K 30,500 -35,800 -54%
TC
121
TownSquare Capital
Utah
$526K 29,287 +2,365 +9%
ACP
122
Aviance Capital Partners
Florida
$513K 28,594 -54,510 -66%
JWCA
123
J.W. Cole Advisors
Florida
$499K 27,784 +5,156 +23%
QHA
124
Quarry Hill Advisors
Minnesota
$491K 27,328 +6,682 +32%
ASFA
125
All Season Financial Advisors
Colorado
$488K 27,175 -9,322 -26%
3 4
5
6 7