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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
SCM
4
SOL Capital Management
Maryland
$15.8M
5
BWG
5
Beta Wealth Group
California
$3.97M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$298K 16,596 +2,110 +15%
MC
152
Moors & Cabot
Massachusetts
$296K 16,511 +16,511 New
QPW
153
Quantum Private Wealth
Florida
$292K 16,249 -4,897 -23%
KA
154
Kovack Advisors
Florida
$290K 16,143 -1,295 -7%
SC
155
SouthState Corp
Florida
$289K 16,094 -5,692 -26%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$287K 16,011 +1,381 +9%
IAIM
157
International Assets Investment Management
Florida
$279K 15,530 +3,987 +35%
MFG
158
Magnus Financial Group
New York
$272K 15,142 – –
TFA
159
Teamwork Financial Advisors
Texas
$271K 15,103 +15,103 New
PVM
160
Palogic Value Management
Texas
$269K 15,009 -1,127 -7%
HI
161
Harbour Investments
Wisconsin
$269K 14,995 +349 +2%
EH
162
Equitable Holdings
New York
$259K 14,450 +269 +2%
OC
163
Oppenheimer & Co
New York
$255K 14,232 -809 -5%
SSC
164
Syverson Strege & Co
Iowa
$253K 14,121 +305 +2%
CF
165
Centaurus Financial
California
$250K 13,942 -6,967 -33%
BWM
166
BCS Wealth Management
Tennessee
$250K 13,904 – –
WLPWM
167
Walled Lake Planning & Wealth Management
Illinois
$250K 13,927 +116 +0.8%
BPA
168
Beacon Pointe Advisors
California
$248K 13,799 – –
B
169
Bensler
Washington
$247K 13,760 +13,760 New
KPWS
170
Kestra Private Wealth Services
Texas
$240K 13,389 -1,596 -11%
FFWM
171
Future Financial Wealth Management
Ohio
$239K 13,302 -4,862 -27%
AC
172
Avestar Capital
New York
$234K 12,856 -3,106 -19%
KWM
173
Kingsview Wealth Management
Oregon
$228K 12,729 +102 +0.8%
CCG
174
Capital CS Group
California
$225K 12,544 -9,635 -43%
CTB
175
Country Trust Bank
Illinois
$220K 12,277 – –
5 6
7
8 9