PIMCO Dynamic Income Fund
PDI
269 hedge funds and large institutions have $855M invested in PIMCO Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 22 closing their positions.
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
46% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 78
3% more funds holding
Funds holding: 260 → 269 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.35% less ownership
Funds ownership: 18.52% → 16.17% (-2.4%)
6% less capital invested
Capital invested by funds: $912M → $855M (-$57.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$17.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.5M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$7.14M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$190M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.3M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.15M |
| 4 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$2.74M |
| 5 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$2.04M |
PDI Hedge Fund Activity: Q1 2024 in Review
269 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2024, worth a combined $855M — down 6.3% from $912M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PDI positions and 22 closed out — a net gain of 11 holders — while 114 added to existing stakes and 78 trimmed.
The largest buyer was PFG Investments, opening a new position worth an estimated $17.2M. The largest seller was Morgan Stanley, cutting an estimated $190M.
- 269 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2024, up from 260 in Q4 2023.
- Funds reported $855M of PIMCO Dynamic Income Fund stock for Q1 2024, down 6.3% quarter-over-quarter.
- 33 funds opened new PIMCO Dynamic Income Fund positions in Q1 2024 and 22 closed out, a net change of +11 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q1 2024 was PFG Investments, an estimated $17.2M added.
- The largest PIMCO Dynamic Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2024.