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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

135 hedge funds and large institutions have $271M invested in PIMCO Dynamic Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$7.36M
2
GCP
Gill Capital Partners
Colorado
$7.97M
3
Bank of America
Bank of America
North Carolina
$32.1M
4
UBS Group
UBS Group
Switzerland
$21.8M
5
PGWM
Parisi Gray Wealth Management
New Jersey
$2.08M

Top Sellers

1
IC
IEQ Capital
California
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.07M
3
Millennium Management
Millennium Management
New York
$0
4
Stifel Financial
Stifel Financial
Missouri
$1.28M
5
SCM
Seascape Capital Management
New Hampshire
$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
AUA Capital Management
Pennsylvania
$11K -$8.01K -295 -42%
HNB
127
Huntington National Bank
Ohio
$10K +$10K +372 New
FMP
128
Financial Management Professionals
Texas
$6K – – –
PAM
129
Panagora Asset Management
Massachusetts
$6K +$6K +201 New
AAM
130
Advisors Asset Management
Colorado
$5K -$541 -20 -10%
AMC
131
Asset Management Corp
Illinois
$605 -$71 -2,536 -11%
SWM
132
Sugarloaf Wealth Management
Georgia
$125 +$1 +40 +0.9%
IC
133
IEQ Capital
California
– -$8.44M -319,243 Closed
Millennium Management
134
Millennium Management
New York
– -$2.83M -107,045 Closed
FM
135
Family Management
New York
– -$493K -18,664 Closed
BWM
136
Benchmark Wealth Management
Connecticut
– -$448K -16,941 Closed
OFG
137
OTA Financial Group
New York
– -$361K -13,689 Closed
VAS
138
Vestmark Advisory Solutions
Massachusetts
– -$301K -11,398 Closed
OMC
139
Old Mission Capital
Illinois
– -$285K -10,800 Closed
DA
140
DCM Advisors
New York
– -$281K -10,650 Closed
RIA
141
Regal Investment Advisors
Michigan
– -$276K -10,438 Closed
Bessemer Group
142
Bessemer Group
New Jersey
– -$178K -6,745 Closed
ASN
143
Advisory Services Network
Georgia
– -$143K -5,422 Closed
FWM
144
FSA Wealth Management
Massachusetts
– -$121K -4,590 Closed
PWM
145
Perigon Wealth Management
California
– -$74K -2,800 Closed
UMC
146
United Maritime Capital
New York
– -$54K -2,025 Closed
SIC
147
Salem Investment Counselors
North Carolina
– -$53K -2,000 Closed
AWG
148
Altus Wealth Group
Colorado
– -$44K -1,670 Closed
PFO
149
Pathstone Family Office
New Jersey
– -$15K -550 Closed
D
150
Diversified
Delaware
– -$3K -101 Closed
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