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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

230 hedge funds and large institutions have $802M invested in PIMCO Dynamic Income Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
80
Reduced
84
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$16.5M
2
BWA
2
BDO Wealth Advisors
Florida
$5.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.5M
4
MA
4
MAS Advisors
Florida
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
N
3
Natixis
France
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.62M
5
VIA
5
Vident Investment Advisory
Georgia
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
126
Mariner Independent Advisor Network
Kansas
$375K +$375K +17,593 New
VAS
127
Vestmark Advisory Solutions
Massachusetts
$372K +$2.82K +135 +0.8%
FFS
128
Founders Financial Securities
Maryland
$370K -$75.2K -3,607 -17%
KA
129
Kovack Advisors
Florida
$359K -$251K -11,993 -41%
SI
130
Stephens Inc
Arkansas
$358K -$61.9K -2,965 -15%
VWA
131
Visionary Wealth Advisors
Illinois
$357K -$13K -624 -4%
IAN
132
Integrated Advisors Network
Texas
$351K +$117K +5,621 +50%
SWM
133
SeaCrest Wealth Management
New York
$348K -$8.61K -412 -2%
RA
134
RFG Advisory
Alabama
$338K +$67.8K +3,083 +25%
DWT
135
Dorsey & Whitney Trust
South Dakota
$337K -$103K -4,931 -23%
GWM
136
Geneos Wealth Management
Colorado
$330K +$41.2K +1,962 +14%
Comerica Bank
137
Comerica Bank
Texas
$328K -$1.08K -53 -0.3%
ASFA
138
All Season Financial Advisors
Colorado
$328K +$3.68K +176 +1%
KPWS
139
Kestra Private Wealth Services
Texas
$327K -$295K -14,137 -47%
LA
140
Lifeworks Advisors
Michigan
$320K – – –
RIA
141
Regal Investment Advisors
Michigan
$315K -$897 -43 -0.3%
GRP
142
Global Retirement Partners
California
$315K +$4.55K +218 +1%
State Farm Mutual Automobile Insurance
143
State Farm Mutual Automobile Insurance
Illinois
$313K – – –
LGWM
144
Litman Gregory Wealth Management
California
$301K -$58.2K -2,782 -16%
BWM
145
BCS Wealth Management
Tennessee
$290K – – –
CIA
146
Capital Investment Advisors
Georgia
$289K +$289K +13,851 New
ASN
147
Advisory Services Network
Georgia
$280K +$2.09K +100 +0.8%
SWM
148
Stockman Wealth Management
Montana
$275K +$7.72K +370 +3%
GLA
149
Good Life Advisors
Pennsylvania
$273K -$388K -18,575 -59%
AFP
150
Ausdal Financial Partners
Iowa
$272K +$7.65K +366 +3%
4 5
6
7 8