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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$15.5M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
SF
Summit Financial
New Jersey
$7.43M
4
AWS
Atria Wealth Solutions
New York
$33M
5
LPL Financial
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$413M
2
CL
Choreo LLC
Illinois
$0
3
IAIM
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
126
Lido Advisors
California
$811K +$14.1K +762 +2%
SIC
127
Samalin Investment Counsel
New York
$791K +$39.5K +2,152 +5%
Truist Financial
128
Truist Financial
North Carolina
$784K -$172K -9,392 -18%
SXL
129
Summit X LLC
Missouri
$776K -$41.3K -2,253 -5%
EGA
130
E&G Advisors
Texas
$719K +$36.5K +1,991 +5%
TNB
131
Thomasville National Bank
Georgia
$688K – – –
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$686K +$309K +16,857 +82%
NW
133
NewEdge Wealth
Pennsylvania
$674K +$1.54K +84 +0.2%
CSP
134
Cary Street Partners
Virginia
$670K +$670K +36,527 New
OWA
135
Outlook Wealth Advisors
Texas
$660K -$28.8K -1,572 -4%
WCFA
136
Walkner Condon Financial Advisors
Wisconsin
$658K +$658K +35,891 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$643K -$22.5K -1,225 -3%
BFA
138
Beacon Financial Advisory
Ohio
$626K +$29.3K +1,599 +5%
KFS
139
Kaizen Financial Strategies
California
$592K -$350K -19,071 -37%
KCFA
140
Key Client Fiduciary Advisors
New Jersey
$582K +$75K +4,088 +15%
FPAS
141
Focus Partners Advisor Solutions
Missouri
$578K -$147K -7,992 -20%
VFA
142
Valeo Financial Advisors
Indiana
$578K +$120K +6,531 +26%
WEG
143
World Equity Group
Illinois
$565K +$349K +19,016 +162%
BAAM
144
Baker Avenue Asset Management
California
$561K – – –
CWA
145
Cura Wealth Advisors
Illinois
$548K +$548K +29,895 New
GS
146
GWN Securities
Florida
$545K +$545K +28,630 New
TC
147
TownSquare Capital
Utah
$542K +$3.38K +184 +0.6%
SPC
148
Sigma Planning Corp
Michigan
$539K -$412K -22,471 -43%
CAC
149
Certified Advisory Corp
Florida
$536K -$21.5K -1,171 -4%
MWA
150
Merkkuri Wealth Advisors
New York
$534K – – –
4 5
6
7 8