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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

269 hedge funds and large institutions have $818M invested in PIMCO Dynamic Income Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
113
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$216M
2
KC
Kingfisher Capital
North Carolina
$6.77M
3
Bank of America
Bank of America
North Carolina
$52.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$12.9M
5
QHA
Quarry Hill Advisors
Minnesota
$2.82M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.3M
4
HIC
Hartline Investment Corp
Illinois
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Triumph Capital Management
Colorado
$514K +$514K +27,307 New
ACP
127
Aviance Capital Partners
Florida
$509K +$8.6K +457 +2%
AFG
128
Atomi Financial Group
New York
$505K +$39.5K +2,102 +8%
EH
129
Equitable Holdings
New York
$499K +$120K +6,403 +32%
SCA
130
Sage Capital Advisors
South Dakota
$498K +$21.9K +1,162 +5%
BFA
131
Beacon Financial Advisory
Ohio
$492K +$197K +10,460 +67%
Mariner
132
Mariner
Kansas
$474K +$474K +25,216 New
FFWM
133
Future Financial Wealth Management
Ohio
$461K +$110K +5,824 +31%
AA
134
ACT Advisors
North Carolina
$434K +$6.38K +339 +1%
NHC
135
Nicholas Hoffman & Company
Georgia
$425K – – –
AWM
136
Axxcess Wealth Management
California
$417K – – –
SA
137
SFI Advisors
New Jersey
$417K +$417K +22,155 New
WCA
138
Waypoint Capital Advisors
Minnesota
$414K +$414K +22,020 New
MC
139
Mathes Company
New York
$396K – – –
Jane Street
140
Jane Street
New York
$377K +$68.6K +3,648 +22%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$44.4K +2,361 +14%
WLPWM
142
Walled Lake Planning & Wealth Management
Illinois
$364K +$2.13K +113 +0.6%
HIA
143
Harbor Investment Advisory
Maryland
$357K -$11.1K -592 -3%
SA
144
SpiderRock Advisors
Delaware
$355K +$150K +8,000 +73%
OIA
145
Optimum Investment Advisors
Illinois
$350K +$18.8K +1,000 +6%
NWM
146
Northwest Wealth Management
Iowa
$348K – – –
KCFA
147
Key Client Fiduciary Advisors
New Jersey
$346K +$134K +7,100 +63%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$344K -$56.1K -2,973 -14%
GRP
149
Global Retirement Partners
California
$340K +$6.77K +360 +2%
AAS
150
Ameritas Advisory Services
Nebraska
$338K +$545 +29 +0.2%
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