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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$37.2M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
KOMWMG
151
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$422K +$422K +16,291 New
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$411K +$411K +15,879 New
QPW
153
Quantum Private Wealth
Florida
$410K +$410K +15,834 New
ECM
154
ExodusPoint Capital Management
New York
$404K +$404K +15,600 New
State Farm Mutual Automobile Insurance
155
State Farm Mutual Automobile Insurance
Illinois
$389K – – –
AWA
156
Arete Wealth Advisors
Illinois
$377K +$377K +14,540 New
RA
157
RFG Advisory
Alabama
$377K +$377K +14,566 New
BCM
158
Brookstone Capital Management
Illinois
$376K +$91.3K +3,446 +32%
BWM
159
BCS Wealth Management
Tennessee
$360K +$82K +3,167 +29%
CCFM
160
Clear Creek Financial Management
Washington
$352K +$352K +13,567 New
VWA
161
Visionary Wealth Advisors
Illinois
$348K +$348K +13,449 New
CC
162
Callan Capital
California
$337K +$337K +13,014 New
GWM
163
Geneos Wealth Management
Colorado
$336K +$175K +6,747 +108%
SWM
164
Stockman Wealth Management
Montana
$335K +$335K +12,924 New
SF
165
Synovus Financial
Georgia
$319K -$26.1K -1,010 -8%
CTB
166
Country Trust Bank
Illinois
$318K +$318K +12,277 New
M&T Bank
167
M&T Bank
New York
$318K +$318K +12,277 New
AFP
168
Ausdal Financial Partners
Iowa
$318K +$318K +12,291 New
CCG
169
Cypress Capital Group
Florida
$316K -$49.2K -1,900 -13%
Nomura Holdings
170
Nomura Holdings
Japan
$310K +$310K +12,000 New
OIA
171
OneDigital Investment Advisors
Kansas
$308K +$101K +3,903 +49%
WP
172
WealthSource Partners
California
$307K +$42.5K +1,637 +16%
AWM
173
AE Wealth Management
Kansas
$307K +$307K +11,837 New
TWM
174
Tradition Wealth Management
Minnesota
$301K +$60.4K +2,330 +25%
HI
175
Harbour Investments
Wisconsin
$296K +$70.3K +2,712 +31%
5 6
7
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