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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

230 hedge funds and large institutions have $802M invested in PIMCO Dynamic Income Fund in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
80
Reduced
84
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$16.5M
2
BWA
2
BDO Wealth Advisors
Florida
$5.21M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$35.5M
4
MA
4
MAS Advisors
Florida
$2.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$18.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$43.3M
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
N
3
Natixis
France
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.62M
5
VIA
5
Vident Investment Advisory
Georgia
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
151
Syverson Strege & Co
Iowa
$271K +$44.5K +2,133 +20%
CAG
152
Csenge Advisory Group
Florida
$262K +$54.6K +2,618 +26%
TWM
153
Tradition Wealth Management
Minnesota
$258K +$10.3K +491 +4%
BPA
154
Beacon Pointe Advisors
California
$256K -$141K -6,737 -35%
CTB
155
Country Trust Bank
Illinois
$256K – – –
M&T Bank
156
M&T Bank
New York
$256K – – –
WP
157
WealthSource Partners
California
$256K +$9.14K +438 +4%
RP
158
Riverbridge Partners
Minnesota
$247K +$247K +11,828 New
EWM
159
Edge Wealth Management
New York
$239K +$239K +11,429 New
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$237K – – –
GCM
161
Gator Capital Management
Florida
$235K – – –
AAS
162
Avantax Advisory Services
Texas
$235K +$19.4K +931 +9%
LNC
163
Lincoln National Corp
Pennsylvania
$233K -$191K -9,155 -45%
FFWM
164
Future Financial Wealth Management
Ohio
$219K – – –
HI
165
Harbour Investments
Wisconsin
$216K +$216K +10,347 New
Mariner
166
Mariner
Kansas
$215K +$215K +10,310 New
KWM
167
Kingsview Wealth Management
Oregon
$214K -$171K -8,220 -44%
WC
168
Woodstock Corp
Massachusetts
$214K – – –
SF
169
Synovus Financial
Georgia
$210K -$195K -9,314 -48%
DAS
170
Dynamic Advisor Solutions
Arizona
$209K -$19.6K -941 -9%
CB
171
Commerce Bank
Missouri
$203K +$203K +9,699 New
AWM
172
AllSquare Wealth Management
New York
$184K -$221K -10,637 -55%
BEI
173
Benjamin Edwards Inc
Missouri
$155K – – –
CFB
174
Cullen/Frost Bankers
Texas
$140K – – –
CWP
175
Concord Wealth Partners
Virginia
$133K +$3.91K +187 +3%
5 6
7
8 9