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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 %
BEI
201
Benjamin Edwards Inc
Missouri
$192K +$76.4K +2,950 +66%
EWM
202
Edge Wealth Management
New York
$180K +$152K +5,853 +539%
CFB
203
Cullen/Frost Bankers
Texas
$174K +$174K +6,700 New
GWSG
204
GPS Wealth Strategies Group
Colorado
$160K – – –
TRCT
205
Tower Research Capital (TRC)
New York
$160K +$160K +6,173 New
FFWM
206
Future Financial Wealth Management
Ohio
$157K +$157K +6,000 New
CWP
207
Concord Wealth Partners
Virginia
$157K +$157K +6,066 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$134K +$134K +5,158 New
TCWM
209
Total Clarity Wealth Management
Illinois
$123K +$92.8K +3,580 +307%
LWCFA
210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K +$117K +4,501 New
JFGIW
211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95K – – –
AIP
212
Ahrens Investment Partners
Louisiana
$91K +$91K +3,517 New
HIA
213
Harbor Investment Advisory
Maryland
$89K +$27K +1,047 +44%
IAG
214
Investmark Advisory Group
Connecticut
$77K +$77K +2,980 New
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.4K +$44.5K +1,716 +172%
CFG
216
CKW Financial Group
Hawaii
$70K +$70K +2,590 New
GLLW
217
Graves Light Lenhart Wealth
Virginia
$66K +$66K +2,530 New
BFEC
218
Benjamin F. Edwards & Company
Missouri
$65K -$1.84K -71 -3%
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$24.8K +949 +63%
AFS
220
Annapolis Financial Services
Maryland
$52K – – –
AF
221
Advisornet Financial
Minnesota
$47K +$26.8K +1,026 +133%
FWM
222
Focused Wealth Management
New York
$39K +$5.09K +195 +15%
WB
223
Webster Bank
Connecticut
$38K – – –
NSIM
224
North Star Investment Management
Illinois
$37K +$11K +423 +42%
SIS
225
Sound Income Strategies
Florida
$36K +$36K +1,402 New
7 8
9
10 11