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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
MHFA
3
Mission Hills Financial Advisory
California
$5.84M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.68M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.2M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
101
Stratos Wealth Advisors
Ohio
$994K 49,031 +3,365 +7%
RJT
102
Raymond James Trust
Florida
$988K 48,736 – –
MHS
103
M Holdings Securities
Oregon
$962K 47,448 -2,621 -5%
FFA
104
First Foundation Advisors
California
$956K 47,146 -35,500 -43%
GSIAS
105
Garden State Investment Advisory Services
New Jersey
$934K 46,085 – –
HIP
106
HUB Investment Partners
Texas
$875K 43,163 +10 +0%
Lido Advisors
107
Lido Advisors
California
$870K 42,940 +2,298 +6%
GA
108
Gateway Advisory
New Jersey
$847K 41,797 +776 +2%
SXL
109
Summit X LLC
Missouri
$838K 44,573 – –
SIC
110
Samalin Investment Counsel
New York
$831K 40,984 +4,294 +12%
CPRC
111
Consolidated Portfolio Review Corp
New York
$815K 40,227 +40,227 New
FPAS
112
Focus Partners Advisor Solutions
Missouri
$801K 39,513 +39,513 New
ACP
113
Arcus Capital Partners
Georgia
$789K 38,940 -4,486 -10%
ASFA
114
All Season Financial Advisors
Colorado
$774K 38,208 +555 +1%
PA
115
PFG Advisors
Arizona
$765K 37,753 +37,753 New
OWA
116
Outlook Wealth Advisors
Texas
$761K 37,551 +2,269 +6%
TNB
117
Thomasville National Bank
Georgia
$761K 37,526 +37,526 New
EGA
118
E&G Advisors
Texas
$754K 37,201 +262 +0.7%
NW
119
NewEdge Wealth
Pennsylvania
$743K 36,644 -1,981 -5%
OC
120
Oppenheimer & Co
New York
$740K 36,503 +36,503 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$736K 36,289 -1,794 -5%
EH
122
Equitable Holdings
New York
$726K 35,801 +9,286 +35%
Millennium Management
123
Millennium Management
New York
$716K 35,303 +35,303 New
SPIA
124
Steward Partners Investment Advisory
New York
$704K 34,716 +5,561 +19%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$665K 32,815 -19,955 -38%
3 4
5
6 7