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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$15.5M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
SF
Summit Financial
New Jersey
$7.43M
4
AWS
Atria Wealth Solutions
New York
$33M
5
LPL Financial
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$413M
2
CL
Choreo LLC
Illinois
$0
3
IAIM
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$531K -$70.4K -3,836 -12%
AG
152
AmeriFlex Group
Nevada
$526K +$526K +27,213 New
FPL
153
Fortress Private Ledger
North Carolina
$525K +$525K +28,632 New
PA
154
Parallel Advisors
California
$523K +$505K +27,537 +2,754%
ACA
155
Aptus Capital Advisors
Alabama
$518K +$9.09K +490 +2%
AFG
156
Atomi Financial Group
New York
$510K -$8.2K -447 -2%
PFS
157
Prospera Financial Services
Texas
$496K +$225K +12,289 +83%
Creative Planning
158
Creative Planning
Kansas
$492K +$238K +12,953 +93%
FFWM
159
Future Financial Wealth Management
Ohio
$471K +$1.54K +84 +0.3%
FHC
160
First Heartland Consultants
Missouri
$458K +$244K +13,323 +114%
SCA
161
Sage Capital Advisors
South Dakota
$458K -$69.7K -3,800 -13%
HAS
162
HBW Advisory Services
California
$443K +$67.3K +3,670 +18%
KA
163
Kovack Advisors
Florida
$429K +$94.5K +5,150 +28%
EP
164
Essential Planning
New Hampshire
$427K +$427K +21,970 New
ACP
165
Aviance Capital Partners
Florida
$414K +$1.5K +82 +0.4%
NHC
166
Nicholas Hoffman & Company
Georgia
$414K – – –
CWM
167
Cornerstone Wealth Management
Missouri
$397K +$30.9K +1,687 +8%
DADC
168
D.A. Davidson & Co
Montana
$383K -$112K -6,116 -23%
MC
169
Mathes Company
New York
$377K – – –
IAIM
170
International Assets Investment Management
Florida
$376K -$4.77M -257,797 -93%
DWM
171
Diversify Wealth Management
Utah
$373K +$66.1K +3,509 +22%
AAS
172
Ameritas Advisory Services
Nebraska
$370K +$40.8K +2,226 +12%
MWM
173
Maridea Wealth Management
New York
$367K +$367K +20,012 New
IAS
174
Insigneo Advisory Services
Florida
$349K -$2.24K -122 -0.6%
CCG
175
Capital CS Group
California
$344K +$13.1K +716 +4%
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7
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