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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.68M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$236M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
MWA Asset Management
Massachusetts
$334K +$19.3K +950 +6%
QPW
177
Quantum Private Wealth
Florida
$327K -$3.04K -150 -0.9%
UAG
178
United Advisor Group
Ohio
$323K +$38.3K +1,887 +13%
DWM
179
Diversify Wealth Management
Utah
$320K +$320K +16,296 New
OIA
180
OneDigital Investment Advisors
Kansas
$320K – – –
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$307K +$12.5K +619 +4%
PVM
182
Palogic Value Management
Texas
$304K – – –
PFS
183
Prospera Financial Services
Texas
$299K +$299K +14,736 New
Bank of New York Mellon
184
Bank of New York Mellon
New York
$292K -$36K -1,775 -11%
BPA
185
Beacon Pointe Advisors
California
$291K +$16K +787 +6%
BWM
186
BCS Wealth Management
Tennessee
$282K – – –
FA
187
Financial Alternatives
California
$281K -$29K -1,429 -9%
Creative Planning
188
Creative Planning
Kansas
$281K +$47.7K +2,351 +20%
KPWS
189
Kestra Private Wealth Services
Texas
$273K +$649 +32 +0.2%
Corient Private Wealth
190
Corient Private Wealth
Florida
$272K +$65.4K +3,225 +32%
TCA
191
Transcend Capital Advisors
New Jersey
$271K -$87.3K -4,306 -24%
SCA
192
Snowden Capital Advisors
New York
$265K -$343K -16,751 -56%
WA
193
WealthTrust Axiom
Pennsylvania
$256K +$256K +12,636 New
CAS
194
Coppell Advisory Solutions
Texas
$251K +$126K +6,218 +101%
WIA
195
World Investment Advisors
California
$250K +$250K +12,340 New
CTB
196
Country Trust Bank
Illinois
$249K – – –
SL
197
Summitry LLC
California
$245K +$2.03K +100 +0.8%
SWM
198
SeaCrest Wealth Management
New York
$245K – – –
ASN
199
Advisory Services Network
Georgia
$244K – – –
CIA
200
Capital Investment Advisors
Georgia
$241K -$15.2K -752 -6%
6 7
8
9 10