PDI icon

PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

250 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
93
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.13M
3
IA
3
IFP Advisors
Florida
$2.64M
4
WJWM
4
Williams Jones Wealth Management
New York
$2.44M
5
UBS Group
5
UBS Group
Switzerland
$26M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.77M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$3.77M
4
Wells Fargo
4
Wells Fargo
California
$2.85M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Melfa Wealth Management
Massachusetts
$296K – – –
KWA
152
Kellett Wealth Advisors
Ohio
$283K -$57.7K -3,337 -17%
AC
153
Avestar Capital
New York
$279K +$8.75K +500 +3%
PVM
154
Palogic Value Management
Texas
$279K -$47.8K -2,768 -15%
EWM
155
Edge Wealth Management
New York
$264K – – –
MFG
156
Magnus Financial Group
New York
$262K – – –
GRP
157
Global Retirement Partners
California
$260K +$6.22K +367 +2%
OC
158
Oppenheimer & Co
New York
$260K +$4.72K +273 +2%
KPWS
159
Kestra Private Wealth Services
Texas
$259K -$9.73K -563 -4%
TWM
160
Tradition Wealth Management
Minnesota
$254K +$20.7K +1,200 +9%
HI
161
Harbour Investments
Wisconsin
$253K -$7.91K -458 -3%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$253K +$253K +14,630 New
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$250K -$16.6K -960 -6%
CA
164
Calton & Associates
Florida
$249K +$249K +14,385 New
EH
165
Equitable Holdings
New York
$245K -$408K -23,621 -62%
BWM
166
BCS Wealth Management
Tennessee
$240K – – –
SSC
167
Syverson Strege & Co
Iowa
$239K -$6.58K -381 -3%
WLPWM
168
Walled Lake Planning & Wealth Management
Illinois
$239K +$1.21K +70 +0.5%
BPA
169
Beacon Pointe Advisors
California
$238K -$28.7K -1,663 -11%
CF
170
Convergence Financial
Missouri
$231K +$231K +13,357 New
CIA
171
Capital Investment Advisors
Georgia
$229K +$674 +39 +0.3%
KWM
172
Kingsview Wealth Management
Oregon
$218K -$43.8K -2,536 -17%
ASN
173
Advisory Services Network
Georgia
$215K +$1.81K +105 +0.9%
CTB
174
Country Trust Bank
Illinois
$212K – – –
AAS
175
Ameritas Advisory Services
Nebraska
$211K +$1.61K +100 +0.8%
5 6
7
8 9