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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

238 hedge funds and large institutions have $923M invested in PIMCO Dynamic Income Fund in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-21
Holders Change %
-8.11%
% of All Funds
3.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
32
Increased
94
Reduced
70
Closed
47
Calls
–
Puts
$46K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$40.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.2M
3
LPL Financial
3
LPL Financial
California
$28.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.1M
5
CA
5
Cornerstone Advisory
Maryland
$14.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$192M
2
PCM
2
Penserra Capital Management
California
$11.8M
3
UBS Group
3
UBS Group
Switzerland
$61.5M
4
SCM
4
Seascape Capital Management
New Hampshire
$3.75M
5
Invesco
5
Invesco
Georgia
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
151
All Season Financial Advisors
Colorado
$378K -$226K -9,279 -37%
LA
152
Lifeworks Advisors
Michigan
$374K +$374K +15,350 New
RIA
153
Regal Investment Advisors
Michigan
$369K -$41.6K -1,708 -10%
Comerica Bank
154
Comerica Bank
Texas
$369K +$165K +7,220 +81%
SEIA
155
Signature Estate & Investment Advisors
California
$340K +$340K +13,938 New
BWM
156
BCS Wealth Management
Tennessee
$339K – – –
GWM
157
Geneos Wealth Management
Colorado
$335K +$19.2K +790 +6%
ASN
158
Advisory Services Network
Georgia
$325K +$325K +13,320 New
AWM
159
Apollon Wealth Management
South Carolina
$320K +$320K +13,147 New
HWM
160
HB Wealth Management
Georgia
$314K +$314K +12,892 New
GRP
161
Global Retirement Partners
California
$313K +$313K +14,877 New
SWM
162
Stockman Wealth Management
Montana
$312K -$2.85K -117 -0.9%
FM
163
Family Management
New York
$308K -$162K -6,652 -35%
AFP
164
Ausdal Financial Partners
Iowa
$308K +$8.62K +354 +3%
RA
165
RFG Advisory
Alabama
$300K -$55.4K -2,270 -16%
CTB
166
Country Trust Bank
Illinois
$299K – – –
M&T Bank
167
M&T Bank
New York
$299K – – –
TWM
168
Tradition Wealth Management
Minnesota
$289K +$6.04K +248 +2%
WP
169
WealthSource Partners
California
$288K – – –
GBA
170
Garrison Bradford & Associates
New York
$287K +$287K +11,785 New
OFA
171
Oak Family Advisors
Illinois
$284K +$284K +11,645 New
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$276K +$276K +11,336 New
GCM
173
Gator Capital Management
Florida
$275K – – –
IAN
174
Integrated Advisors Network
Texas
$273K +$273K +11,197 New
DAS
175
Dynamic Advisor Solutions
Arizona
$268K -$2.98K -122 -1%
5 6
7
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