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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$32.2M
3
SCM
3
SOL Capital Management
Maryland
$11.5M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$8.63M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$36M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
SouthState Corp
Florida
$408K -$148K -7,896 -27%
QPW
127
Quantum Private Wealth
Florida
$396K -$6.13K -327 -2%
MCP
128
Mirador Capital Partners
California
$391K -$64.3K -3,432 -14%
LFAS
129
Level Four Advisory Services
Texas
$373K +$5.12K +273 +1%
KWA
130
Kellett Wealth Advisors
Ohio
$370K -$31.8K -1,696 -8%
QHA
131
Quarry Hill Advisors
Minnesota
$365K +$12.8K +681 +4%
PVM
132
Palogic Value Management
Texas
$354K -$61.4K -3,272 -15%
HCM
133
Hollencrest Capital Management
California
$344K -$3.75K -200 -1%
KA
134
Kovack Advisors
Florida
$342K +$21.7K +1,158 +7%
First Trust Advisors
135
First Trust Advisors
Illinois
$333K -$56.2K -2,999 -14%
SWM
136
SeaCrest Wealth Management
New York
$332K +$2.46K +131 +0.7%
FFWM
137
Future Financial Wealth Management
Ohio
$332K -$56.3K -3,000 -15%
SI
138
Stephens Inc
Arkansas
$327K +$1.24K +66 +0.4%
CAG
139
Csenge Advisory Group
Florida
$324K +$59.1K +3,152 +22%
MWM
140
Melfa Wealth Management
Massachusetts
$321K -$9.56K -510 -3%
PCIA
141
Prime Capital Investment Advisors
Kansas
$316K +$316K +16,866 New
CW
142
CreativeOne Wealth
Kansas
$313K +$313K +16,703 New
AC
143
Avestar Capital
New York
$293K – – –
KPWS
144
Kestra Private Wealth Services
Texas
$292K +$79.5K +4,240 +37%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$290K +$25.6K +1,365 +10%
BPA
146
Beacon Pointe Advisors
California
$290K -$16.8K -898 -5%
EWM
147
Edge Wealth Management
New York
$287K +$287K +15,297 New
KWM
148
Kingsview Wealth Management
Oregon
$284K -$14.4K -768 -5%
MFG
149
Magnus Financial Group
New York
$284K -$113K -6,000 -28%
HI
150
Harbour Investments
Wisconsin
$283K -$32.4K -1,729 -10%
4 5
6
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