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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
SCM
4
SOL Capital Management
Maryland
$15.8M
5
BWG
5
Beta Wealth Group
California
$3.97M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
126
Ramiah Investment Group
Wisconsin
$483K 26,927 +2,047 +8%
BWM
127
Bulltick Wealth Management
Florida
$479K 26,390 +3,420 +15%
NHC
128
Nicholas Hoffman & Company
Georgia
$476K 26,498 +26,498 New
CFG
129
Cooper Financial Group
California
$471K 26,233 +26,233 New
AFG
130
Atomi Financial Group
New York
$457K 25,480 -746 -3%
SCA
131
Sage Capital Advisors
South Dakota
$442K 24,619 -5,219 -17%
PTC
132
Private Trust Company
Ohio
$418K 23,304 +21,500 +1,192%
ACA
133
Aptus Capital Advisors
Alabama
$411K 22,913 +22,913 New
SA
134
Sunesis Advisors
Kansas
$399K 22,224 – –
MC
135
Mathes Company
New York
$398K 22,184 – –
GWP
136
Gateway Wealth Partners
Wisconsin
$388K 21,594 +21,594 New
GFG
137
Goldstone Financial Group
Illinois
$356K 19,808 -865 -4%
HIA
138
Harbor Investment Advisory
Maryland
$351K 19,563 +16,850 +621%
FA
139
Financial Alternatives
California
$349K 19,452 -2,839 -13%
TCA
140
Transcend Capital Advisors
New Jersey
$347K 19,329 -2,373 -11%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$340K 18,922 -2,457 -11%
NWM
142
Northwest Wealth Management
Iowa
$325K 18,125 -143 -0.8%
GRP
143
Global Retirement Partners
California
$321K 17,382 +2,052 +13%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$320K 17,841 -46,820 -72%
OIA
145
Optimum Investment Advisors
Illinois
$316K 17,600 – –
SI
146
Stephens Inc
Arkansas
$316K 17,579 +74 +0.4%
MWM
147
Melfa Wealth Management
Massachusetts
$307K 17,126 – –
LFAS
148
Level Four Advisory Services
Texas
$307K 17,110 -2,093 -11%
HCM
149
Hollencrest Capital Management
California
$304K 16,918 -1,189 -7%
SWM
150
SeaCrest Wealth Management
New York
$302K 16,347 +4,205 +35%
4 5
6
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