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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$37.2M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Sugarloaf Wealth Management
Georgia
$573K +$482K +18,608 +529%
CAN
127
Claraphi Advisory Network
United States
$572K +$572K +22,060 New
FFS
128
Founders Financial Securities
Maryland
$553K +$553K +21,354 New
DWT
129
Dorsey & Whitney Trust
South Dakota
$546K +$546K +21,085 New
WIA
130
World Investment Advisors
California
$545K +$545K +21,822 New
LNC
131
Lincoln National Corp
Pennsylvania
$543K +$26.8K +1,035 +5%
RJT
132
Raymond James Trust
Florida
$543K +$543K +20,972 New
CFGS
133
Concourse Financial Group Securities
Alabama
$533K +$275K +10,514 +106%
IA
134
Insight Advisors
Pennsylvania
$528K +$528K +20,363 New
TCA
135
Transcend Capital Advisors
New Jersey
$521K +$521K +20,098 New
SI
136
Stephens Inc
Arkansas
$520K +$32.7K +1,263 +7%
MFG
137
Magnus Financial Group
New York
$509K +$509K +19,643 New
AWM
138
AllSquare Wealth Management
New York
$505K +$505K +19,477 New
FM
139
Family Management
New York
$500K +$500K +19,279 New
RRA
140
Round Rock Advisors
Connecticut
$497K +$497K +19,194 New
EW
141
Evoke Wealth
California
$480K +$480K +18,539 New
KWM
142
Kingsview Wealth Management
Oregon
$472K -$8.86K -342 -2%
Ameriprise
143
Ameriprise
Minnesota
$467K +$467K +18,040 New
HCM
144
Hollencrest Capital Management
California
$457K +$457K +17,663 New
SWM
145
SeaCrest Wealth Management
New York
$447K +$118K +4,563 +36%
LGWM
146
Litman Gregory Wealth Management
California
$445K +$445K +17,181 New
PA
147
Paragon Advisors
Texas
$437K -$512K -19,763 -54%
RIA
148
Regal Investment Advisors
Michigan
$436K +$163K +6,287 +60%
CWA
149
Consilium Wealth Advisory
Texas
$435K +$435K +16,776 New
BPA
150
Beacon Pointe Advisors
California
$435K +$435K +16,779 New
4 5
6
7 8