PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
AWS
2
Atria Wealth Solutions
New York
$19.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.14M
4
EH
4
Equitable Holdings
New York
$3.35M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.92M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$14.9M
2
Bank of America
2
Bank of America
North Carolina
$52.9M
3
UBS Group
3
UBS Group
Switzerland
$36.8M
4
SCM
4
Seascape Capital Management
New Hampshire
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Sugarloaf Wealth Management
Georgia
$359K +$1.15K +59 +0.3%
IAN
127
Integrated Advisors Network
Texas
$359K +$33.5K +1,732 +10%
BAM
128
Belpointe Asset Management
Nevada
$352K -$33.5K -1,725 -9%
KA
129
Kovack Advisors
Florida
$343K +$10K +518 +3%
MIAN
130
Mariner Independent Advisor Network
Kansas
$342K +$873 +45 +0.3%
SWM
131
SeaCrest Wealth Management
New York
$335K +$12.3K +635 +4%
SI
132
Stephens Inc
Arkansas
$333K +$949 +49 +0.3%
FFS
133
Founders Financial Securities
Maryland
$325K -$18.6K -959 -5%
GRP
134
Global Retirement Partners
California
$309K +$9.47K +477 +3%
State Farm Mutual Automobile Insurance
135
State Farm Mutual Automobile Insurance
Illinois
$291K – – –
RA
136
RFG Advisory
Alabama
$290K -$19.2K -955 -6%
BCM
137
Brookstone Capital Management
Illinois
$287K -$621K -32,409 -68%
AFP
138
Ausdal Financial Partners
Iowa
$286K +$34.1K +1,761 +14%
CIA
139
Capital Investment Advisors
Georgia
$278K +$9.87K +510 +4%
KPWS
140
Kestra Private Wealth Services
Texas
$277K -$26.3K -1,355 -9%
VF
141
Virtu Financial
New York
$271K -$604K -31,206 -69%
VWA
142
Visionary Wealth Advisors
Illinois
$269K -$61.7K -3,186 -19%
BWM
143
BCS Wealth Management
Tennessee
$269K – – –
Comerica Bank
144
Comerica Bank
Texas
$268K -$46.9K -2,393 -15%
HCM
145
Hollencrest Capital Management
California
$266K -$84.4K -4,354 -24%
ASN
146
Advisory Services Network
Georgia
$257K -$3.32K -171 -1%
SWM
147
Stockman Wealth Management
Montana
$255K – – –
SSC
148
Syverson Strege & Co
Iowa
$255K +$3.16K +163 +1%
TWM
149
Tradition Wealth Management
Minnesota
$254K +$14.3K +739 +6%
RIA
150
Regal Investment Advisors
Michigan
$252K -$40.2K -2,075 -14%
4 5
6
7 8