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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

259 hedge funds and large institutions have $1.01B invested in PIMCO Dynamic Income Fund in 2021 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 95 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+127
Holders Change %
+96.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
141
Increased
95
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Bank of America
2
Bank of America
North Carolina
$87.2M
3
RCM
3
Rivernorth Capital Management
Florida
$44.9M
4
UBS Group
4
UBS Group
Switzerland
$69.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$37.2M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$0
2
GCP
2
Gill Capital Partners
Colorado
$5.63M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$1.35M
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
PA
5
Paragon Advisors
Texas
$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
176
Gator Capital Management
Florida
$292K +$292K +11,268 New
DAS
177
Dynamic Advisor Solutions
Arizona
$288K +$288K +11,099 New
SS
178
Sunbelt Securities
Texas
$278K +$84.9K +3,364 +44%
EVM
179
Eaton Vance Management
Massachusetts
$273K +$273K +10,529 New
SSC
180
Syverson Strege & Co
Iowa
$268K +$147K +5,657 +121%
WC
181
Woodstock Corp
Massachusetts
$265K +$265K +10,230 New
GA
182
Gateway Advisory
New Jersey
$263K +$263K +10,159 New
SCA
183
Snowden Capital Advisors
New York
$258K +$43.1K +1,668 +20%
Cerity Partners
184
Cerity Partners
New York
$256K +$256K +9,895 New
SLWA
185
San Luis Wealth Advisors
California
$252K +$252K +9,737 New
AAS
186
Avantax Advisory Services
Texas
$251K +$251K +9,683 New
AWA
187
Arkadios Wealth Advisors
Georgia
$250K +$177K +6,840 +242%
SCM
188
Spreng Capital Management
Ohio
$247K -$16.1K -622 -6%
GG
189
GenWealth Group
New Jersey
$239K +$239K +9,261 New
CSIC
190
Clifford Swan Investment Counsel
California
$236K +$236K +9,092 New
CCC
191
Crescent Capital Consulting
Louisiana
$229K +$5.64K +218 +3%
EWA
192
Exencial Wealth Advisors
Oklahoma
$226K +$226K +8,720 New
Citadel Advisors
193
Citadel Advisors
Florida
$225K +$225K +8,678 New
SB
194
Strategic Blueprint
Georgia
$224K +$224K +8,629 New
VAS
195
Vestmark Advisory Solutions
Massachusetts
$223K +$223K +8,623 New
Comerica Bank
196
Comerica Bank
Texas
$220K +$220K +8,895 New
FG
197
Fiduciary Group
Georgia
$214K +$214K +8,263 New
FFA
198
Founders Financial Alliance
North Carolina
$212K +$212K +8,169 New
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$207K +$207K +7,983 New
CBFP
200
Cedar Brook Financial Partners
Ohio
$205K +$205K +7,905 New
6 7
8
9 10