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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.68M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$236M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
126
Beacon Financial Advisory
Ohio
$659K +$129K +6,377 +24%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$648K +$648K +31,962 New
Jane Street
128
Jane Street
New York
$643K +$236K +11,661 +58%
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$623K +$623K +7,247 New
BAAM
130
Baker Avenue Asset Management
California
$620K +$620K +30,600 New
CAC
131
Certified Advisory Corp
Florida
$616K +$15.1K +743 +3%
TC
132
TownSquare Capital
Utah
$596K -$4.44K -219 -0.7%
MWA
133
Merkkuri Wealth Advisors
New York
$590K +$324K +15,981 +122%
SCA
134
Sage Capital Advisors
South Dakota
$583K +$45.7K +2,256 +9%
AFG
135
Atomi Financial Group
New York
$573K +$28.6K +1,411 +5%
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$561K +$188K +9,264 +50%
ACA
137
Aptus Capital Advisors
Alabama
$556K +$669 +33 +0.1%
DADC
138
D.A. Davidson & Co
Montana
$548K -$31.9K -1,572 -5%
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$537K -$24.4K -1,205 -4%
FFWM
140
Future Financial Wealth Management
Ohio
$519K +$22.4K +1,106 +5%
VFA
141
Valeo Financial Advisors
Indiana
$506K +$244K +12,054 +93%
CFG
142
Cooper Financial Group
California
$499K +$499K +24,616 New
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$487K +$487K +24,045 New
TCM
144
Triumph Capital Management
Colorado
$485K -$81K -3,905 -14%
PWM
145
Prosperity Wealth Management
California
$461K +$227K +11,205 +97%
SWM
146
Spire Wealth Management
Virginia
$458K -$113K -5,565 -20%
NHC
147
Nicholas Hoffman & Company
Georgia
$458K – – –
ACP
148
Aviance Capital Partners
Florida
$456K -$91.9K -4,533 -17%
AWM
149
Axxcess Wealth Management
California
$450K – – –
EWA
150
EP Wealth Advisors
California
$430K -$133K -6,547 -24%
4 5
6
7 8