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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
AWS
Atria Wealth Solutions
New York
$19.1M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.14M
4
EH
Equitable Holdings
New York
$3.35M
5
BRWA
B. Riley Wealth Advisors
Florida
$2.92M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$14.9M
2
Bank of America
Bank of America
North Carolina
$52.9M
3
UBS Group
UBS Group
Switzerland
$36.8M
4
SCM
Seascape Capital Management
New Hampshire
$0
5
ATPW
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
201
Bramshill Investments
Florida
$12K – – –
AA
202
AlphaMark Advisors
Kentucky
$12K +$350 +18 +3%
TRCT
203
Tower Research Capital (TRC)
New York
$10K -$10.8K -557 -52%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.5K – – –
S
205
SignatureFD
Georgia
$8K +$8K +400 New
ECM
206
Estabrook Capital Management
New York
$6.34K – – –
AAP
207
Arax Advisory Partners
Colorado
$6K +$6K +289 New
MAM
208
Marquette Asset Management
Minnesota
$6K +$6K +293 New
EIP
209
Ellis Investment Partners
Pennsylvania
$5K +$163 +10 +3%
FMP
210
Financial Management Professionals
Texas
$4K -$7.44K -372 -65%
MCC
211
Money Concepts Capital
Florida
$4K -$4.37K -214 -52%
AF
212
Allworth Financial
California
$4K – – –
PTC
213
Private Trust Company
Ohio
$4K – – –
SMG
214
Spectrum Management Group
Indiana
$3K – – –
SWA
215
SOA Wealth Advisors
New York
$3K – – –
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$1.35K -$18 -920 -1%
KFI
217
Key Financial Inc
Pennsylvania
$1K – – –
WIM
218
Westside Investment Management
California
$139 – – –
SCM
219
Seascape Capital Management
New Hampshire
– -$3.26M -156,200 Closed
ATPW
220
Ashton Thomas Private Wealth
Arizona
– -$2.69M -128,856 Closed
VIA
221
Vident Investment Advisory
Georgia
– -$1.57M -75,228 Closed
CAN
222
Claraphi Advisory Network
United States
– -$482K -23,095 Closed
LA
223
Lifeworks Advisors
Michigan
– -$320K -15,350 Closed
LGWM
224
Litman Gregory Wealth Management
California
– -$301K -14,399 Closed
EWM
225
Edge Wealth Management
New York
– -$239K -11,429 Closed
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