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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 Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Concurrent Investment Advisors
Florida
$217K +$217K +12,071 New
LMKC
177
L.M. Kohn & Company
Ohio
$216K +$12.6K +700 +6%
CIA
178
Capital Investment Advisors
Georgia
$216K -$21.6K -1,204 -9%
SL
179
Summitry LLC
California
$215K +$215K +12,000 New
OIA
180
OneDigital Investment Advisors
Kansas
$215K +$215K +11,962 New
MAM
181
MWA Asset Management
Massachusetts
$211K +$211K +11,730 New
RIA
182
Regal Investment Advisors
Michigan
$211K +$31K +1,725 +17%
BFA
183
Beacon Financial Advisory
Ohio
$209K +$209K +11,648 New
MA
184
Mutual Advisors
Nebraska
$208K +$208K +11,614 New
Mariner
185
Mariner
Kansas
$206K -$530K -29,545 -72%
VWA
186
Visionary Wealth Advisors
Illinois
$206K -$1.35K -75 -0.6%
ARC
187
Advisor Resource Council
Texas
$203K +$203K +11,320 New
Jane Street
188
Jane Street
New York
$201K +$201K +11,200 New
Corient Private Wealth
189
Corient Private Wealth
Florida
$195K +$6.65K +370 +4%
CPIG
190
Chicago Partners Investment Group
Illinois
$191K +$191K +10,109 New
FFS
191
Founders Financial Securities
Maryland
$186K -$3.73K -208 -2%
IWA
192
Icon Wealth Advisors
Texas
$185K +$185K +10,323 New
PWM
193
Prosperity Wealth Management
California
$184K -$248K -13,837 -58%
BAM
194
Belpointe Asset Management
Nevada
$180K +$180K +10,039 New
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$180K -$488K -27,196 -73%
WAM
196
WealthTrust Asset Management
Florida
$180K – – –
CWA
197
Consilium Wealth Advisory
Texas
$180K – – –
GWSG
198
GPS Wealth Strategies Group
Colorado
$174K – – –
NS
199
NBC Securities
Alabama
$171K -$29.9K -1,668 -15%
AWM
200
AllSquare Wealth Management
New York
$168K +$8.98K +500 +6%
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