PIMCO Dynamic Income Fund
260 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, 96 increasing their positions, 13 reducing their positions, and 11 closing their positions.
1,182% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 11
638% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 13
269% more capital invested
Capital invested by funds: $273M → $1.01B (+$735M)
95% more funds holding
Funds holding: 133 → 260 (+127)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
40.54% more ownership
Funds ownership: 14.59% → 55.12% (+41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$183M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$63M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$45.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$44.9M |
| 5 |
Cohen & Steers
New York
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$3.55M |
| 2 |
GCP
Gill Capital Partners
Denver,
Colorado
|
-$1.14M |
| 3 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$1.14M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$576K |
| 5 |
PA
Paragon Advisors
College Station,
Texas
|
-$516K |
PDI Hedge Fund Activity: Q4 2021 in Review
260 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2021, worth a combined $1.01B — up 269% from $273M a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new PDI positions and 11 closed out — a net gain of 130 holders — while 96 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $183M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $3.55M sold.
- 260 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2021, up from 133 in Q3 2021.
- Funds reported $1.01B of PIMCO Dynamic Income Fund stock for Q4 2021, up 269% quarter-over-quarter.
- 141 funds opened new PIMCO Dynamic Income Fund positions in Q4 2021 and 11 closed out, a net change of +130 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $183M added.
- The largest PIMCO Dynamic Income Fund seller in Q4 2021 was Wealthcare Advisory Partners, an estimated $3.55M sold.
Based on aggregated 13F filings for Q4 2021.