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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

134 hedge funds and large institutions have $285M invested in PIMCO Dynamic Income Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
58
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.81M
2
WA
2
Wealthstar Advisors
Texas
$1.9M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$1.62M
4
LPL Financial
4
LPL Financial
California
$8.15M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.31M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.34M
2
GG
2
Golden Green
South Carolina
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
CRC
4
Catawba River Capital
South Carolina
$0
5
SCM
5
Seascape Capital Management
New Hampshire
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
126
Heritage Wealth Management (Arizona)
Arizona
$22K 761 +761 New
NFSG
127
Newbridge Financial Services Group
Florida
$17K 584 +145 +33%
VRM
128
Vectors Research Management
New York
$7K 250 +250 New
FMP
129
Financial Management Professionals
Texas
$6K 200 – –
AAM
130
Advisors Asset Management
Colorado
$5K 185 – –
PAM
131
Panagora Asset Management
Massachusetts
$3K 89 -112 -56%
PMFA
132
Plante Moran Financial Advisors
Michigan
$3K 101 +101 New
TVAMP
133
Tennessee Valley Asset Management Partners
Tennessee
$1K 30,125 -23,343 -44%
GG
134
Golden Green
South Carolina
– – -48,311 Closed
SFS
135
Sowell Financial Services
Arkansas
– – -31,943 Closed
CRC
136
Catawba River Capital
South Carolina
– – -28,369 Closed
MCA
137
Magnolia Capital Advisors
Mississippi
– – -8,200 Closed
SAM
138
Seelaus Asset Management
New Jersey
– – -7,284 Closed
RWB
139
RMR Wealth Builders
New Jersey
– – -5,888 Closed
FIA
140
FNY Investment Advisers
New York
– – -2,969 Closed
ST
141
Smithfield Trust
Pennsylvania
– – -2,800 Closed
LGWM
142
Litman Gregory Wealth Management
California
– – -2,000 Closed
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
– – -1,615 Closed
EP
144
Eudaimonia Partners
Tennessee
– – -860 Closed
TWA
145
TCI Wealth Advisors
Arizona
– – -425 Closed
ACM
146
AUA Capital Management
Pennsylvania
– – -405 Closed
HNB
147
Huntington National Bank
Ohio
– – -372 Closed
IAIM
148
International Assets Investment Management
Florida
– – -5 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– – -4 Closed
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
$0 10 +1 +11%
2 3 4 5
6