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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$32.2M
3
SCM
3
SOL Capital Management
Maryland
$11.5M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$8.63M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$8.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$204M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
Bank of America
4
Bank of America
North Carolina
$36M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
151
Samalin Investment Counsel
New York
$282K +$282K +15,055 New
State Farm Mutual Automobile Insurance
152
State Farm Mutual Automobile Insurance
Illinois
$281K – – –
GRP
153
Global Retirement Partners
California
$281K +$7.93K +423 +3%
OC
154
Oppenheimer & Co
New York
$277K -$149K -7,935 -35%
CCG
155
Capital CS Group
California
$270K +$77.9K +4,152 +40%
GFG
156
Goldstone Financial Group
Illinois
$267K +$267K +14,259 New
IWC
157
Integrated Wealth Concepts
Massachusetts
$267K +$267K +14,247 New
SSC
158
Syverson Strege & Co
Iowa
$266K +$5.94K +317 +2%
BWM
159
BCS Wealth Management
Tennessee
$261K +$261K +13,904 New
WLPWM
160
Walled Lake Planning & Wealth Management
Illinois
$258K +$258K +13,741 New
VWA
161
Visionary Wealth Advisors
Illinois
$257K +$12.2K +648 +5%
TWM
162
Tradition Wealth Management
Minnesota
$253K -$14K -745 -5%
AWM
163
Axxcess Wealth Management
California
$251K – – –
AAS
164
Ameritas Advisory Services
Nebraska
$248K -$5.98K -315 -2%
CIA
165
Capital Investment Advisors
Georgia
$248K +$1.33K +71 +0.5%
ASN
166
Advisory Services Network
Georgia
$231K -$16K -854 -6%
CTB
167
Country Trust Bank
Illinois
$230K – – –
CA
168
Claro Advisors
Massachusetts
$229K -$2.85K -152 -1%
CWA
169
Consilium Wealth Advisory
Texas
$226K +$226K +12,046 New
FFS
170
Founders Financial Securities
Maryland
$223K -$13.7K -730 -6%
IAIM
171
International Assets Investment Management
Florida
$215K +$1.54K +82 +0.7%
LMKC
172
L.M. Kohn & Company
Ohio
$215K +$215K +11,444 New
SWM
173
Stockman Wealth Management
Montana
$210K -$10.7K -569 -5%
Creative Planning
174
Creative Planning
Kansas
$209K +$7.65K +408 +4%
BFA
175
Beacon Financial Advisory
Ohio
$197K +$8.08K +431 +4%
5 6
7
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