PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
SF
3
Summit Financial
New Jersey
$7.43M
4
AWS
4
Atria Wealth Solutions
New York
$33M
5
LPL Financial
5
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$413M
2
CL
2
Choreo LLC
Illinois
$0
3
IAIM
3
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
5
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
101
Goldstone Financial Group
Illinois
$1.1M +$121K +6,585 +12%
SA
102
Sanctuary Advisors
Indiana
$1.09M -$82.8K -4,303 -7%
Walleye Capital
103
Walleye Capital
New York
$1.08M +$1.08M +58,993 New
ACP
104
Arcus Capital Partners
Georgia
$1.07M +$318K +16,476 +42%
MAG
105
MRA Advisory Group
New Jersey
$1.05M +$44.1K +2,402 +4%
AWM
106
Apollon Wealth Management
South Carolina
$1.04M +$69.9K +3,811 +7%
Brown Advisory
107
Brown Advisory
Maryland
$1.01M -$8.8K -480 -0.9%
AP
108
Americana Partners
Texas
$995K +$25.7K +1,400 +3%
HAG
109
HF Advisory Group
Maryland
$973K +$5.85K +319 +0.6%
SPIA
110
Steward Partners Investment Advisory
New York
$966K +$329K +17,964 +52%
TWM
111
Tradition Wealth Management
Minnesota
$947K -$4.55K -248 -0.5%
RBC
112
Rye Brook Capital
Connecticut
$941K +$941K +51,332 New
MA
113
MAS Advisors
Florida
$933K -$711K -38,771 -43%
SWA
114
Stratos Wealth Advisors
Ohio
$923K +$24K +1,309 +3%
TI
115
TrueMark Investments
Illinois
$919K -$1.24M -67,390 -57%
HIP
116
HUB Investment Partners
Texas
$895K +$103K +5,619 +13%
SWP
117
Stratos Wealth Partners
Ohio
$894K -$46.1K -2,512 -5%
OC
118
Oppenheimer & Co
New York
$894K +$225K +12,245 +34%
MHS
119
M Holdings Securities
Oregon
$894K +$24.1K +1,313 +3%
FFA
120
First Foundation Advisors
California
$863K -$1.83K -100 -0.2%
HIA
121
Harbor Investment Advisory
Maryland
$859K +$682K +37,178 +385%
GSIAS
122
Garden State Investment Advisory Services
New Jersey
$841K -$4.49K -245 -0.5%
DC
123
Davenport & Co
Virginia
$835K -$389K -21,208 -32%
IAA
124
Independent Advisor Alliance
North Carolina
$835K +$835K +45,532 New
TCM
125
Triumph Capital Management
Colorado
$813K +$384K +20,949 +90%
3 4
5
6 7