PIMCO Dynamic Income Fund
PDI
239 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 26 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 63
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
1% more funds holding
Funds holding: 237 → 239 (+2)
0.54% more ownership
Funds ownership: 16.8% → 17.35% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
46% less capital invested
Capital invested by funds: $1.28B → $694M (-$581M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.1M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$17.5M |
| 3 |
Jane Street
New York
|
+$6.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.48M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$30.8M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$14M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$12.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.17M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.86M |
PDI Hedge Fund Activity: Q1 2023 in Review
239 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2023, worth a combined $694M — down 46% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PDI positions and 26 closed out — a net gain of 7 holders — while 106 added to existing stakes and 63 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $30.1M. The largest seller was Invesco, exiting entirely with an estimated $30.8M sold.
- 239 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2023, up from 237 in Q4 2022.
- Funds reported $694M of PIMCO Dynamic Income Fund stock for Q1 2023, down 46% quarter-over-quarter.
- 33 funds opened new PIMCO Dynamic Income Fund positions in Q1 2023 and 26 closed out, a net change of +7 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q1 2023 was Morgan Stanley, an estimated $30.1M added.
- The largest PIMCO Dynamic Income Fund seller in Q1 2023 was Invesco, an estimated $30.8M sold.
Based on aggregated 13F filings for Q1 2023.