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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

238 hedge funds and large institutions have $923M invested in PIMCO Dynamic Income Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-21
Holders Change %
-8.11%
% of All Funds
3.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
32
Increased
94
Reduced
70
Closed
47
Calls
–
Puts
$46K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$40.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.2M
3
LPL Financial
3
LPL Financial
California
$28.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.1M
5
CA
5
Cornerstone Advisory
Maryland
$14.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$192M
2
PCM
2
Penserra Capital Management
California
$11.8M
3
UBS Group
3
UBS Group
Switzerland
$61.5M
4
SCM
4
Seascape Capital Management
New Hampshire
$3.75M
5
Invesco
5
Invesco
Georgia
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
126
Chicago Partners Investment Group
Illinois
$525K +$11.7K +547 +2%
FFS
127
Founders Financial Securities
Maryland
$520K – – –
DWT
128
Dorsey & Whitney Trust
South Dakota
$514K -$98 -4 -0%
AWA
129
Arete Wealth Advisors
Illinois
$503K +$148K +6,081 +42%
MFG
130
Magnus Financial Group
New York
$499K +$20.7K +850 +4%
RIG
131
Ramiah Investment Group
Wisconsin
$495K +$495K +20,314 New
LNC
132
Lincoln National Corp
Pennsylvania
$495K -$15.8K -649 -3%
SI
133
Stephens Inc
Arkansas
$490K +$950 +39 +0.2%
BAM
134
Belpointe Asset Management
Nevada
$476K -$144K -5,923 -23%
AWM
135
AllSquare Wealth Management
New York
$475K – – –
SF
136
Synovus Financial
Georgia
$472K +$170K +6,966 +56%
RRA
137
Round Rock Advisors
Connecticut
$468K – – –
BPA
138
Beacon Pointe Advisors
California
$463K +$54.3K +2,227 +13%
EW
139
Evoke Wealth
California
$460K +$8.09K +332 +2%
KWM
140
Kingsview Wealth Management
Oregon
$451K +$6.63K +272 +1%
HCM
141
Hollencrest Capital Management
California
$440K +$9.6K +394 +2%
VWA
142
Visionary Wealth Advisors
Illinois
$432K +$104K +4,260 +32%
VAS
143
Vestmark Advisory Solutions
Massachusetts
$431K +$221K +9,050 +105%
DBIA
144
Dumont & Blake Investment Advisors
New Jersey
$424K +$424K +17,415 New
LGWM
145
Litman Gregory Wealth Management
California
$419K – – –
SWM
146
SeaCrest Wealth Management
New York
$416K -$4.29K -176 -1%
CWA
147
Consilium Wealth Advisory
Texas
$409K – – –
MW
148
Marcum Wealth
Ohio
$390K +$390K +16,000 New
State Farm Mutual Automobile Insurance
149
State Farm Mutual Automobile Insurance
Illinois
$389K – – –
MIC
150
Means Investment Company
Maine
$379K +$379K +15,547 New
4 5
6
7 8