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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.68M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$236M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$418K +$47.3K +2,328 +13%
MC
152
Mathes Company
New York
$417K -$10.1K -500 -2%
HAS
153
HBW Advisory Services
California
$415K +$415K +20,485 New
CWM
154
Cornerstone Wealth Management
Missouri
$405K +$51.6K +2,546 +15%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$401K -$220K -10,869 -35%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$399K +$4.28K +211 +1%
WLPWM
157
Walled Lake Planning & Wealth Management
Illinois
$395K +$2.39K +118 +0.6%
IAS
158
Insigneo Advisory Services
Florida
$388K +$47K +2,320 +14%
CPIG
159
Chicago Partners Investment Group
Illinois
$385K +$42.7K +2,176 +12%
Mariner
160
Mariner
Kansas
$378K -$133K -6,545 -26%
OIA
161
Optimum Investment Advisors
Illinois
$377K – – –
AA
162
ACT Advisors
North Carolina
$377K -$91.3K -4,504 -20%
NWM
163
Northwest Wealth Management
Iowa
$375K – – –
KA
164
Kovack Advisors
Florida
$369K +$15.5K +764 +4%
GRP
165
Global Retirement Partners
California
$368K +$2.37K +117 +0.6%
Ameriprise
166
Ameriprise
Minnesota
$367K +$54.9K +2,710 +18%
CCG
167
Capital CS Group
California
$365K +$63K +3,106 +21%
AAS
168
Ameritas Advisory Services
Nebraska
$364K -$345 -17 -0.1%
BHPW
169
Beverly Hills Private Wealth
California
$363K +$2.07K +102 +0.6%
MWM
170
Melfa Wealth Management
Massachusetts
$347K – – –
WCA
171
Waypoint Capital Advisors
Minnesota
$341K -$106K -5,210 -24%
SI
172
Stephens Inc
Arkansas
$340K +$1.5K +74 +0.4%
CW
173
CreativeOne Wealth
Kansas
$339K +$339K +16,717 New
TRCT
174
Tower Research Capital (TRC)
New York
$336K +$336K +16,593 +414,825%
HCM
175
Hollencrest Capital Management
California
$335K -$9.43K -465 -3%
5 6
7
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