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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$373M
2
LPL Financial
2
LPL Financial
California
$33.4M
3
CL
3
Choreo LLC
Illinois
$5.59M
4
SCM
4
SOL Capital Management
Maryland
$15.8M
5
BWG
5
Beta Wealth Group
California
$3.97M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$15.5M
2
ACP
2
Arcus Capital Partners
Georgia
$979K
3
RCM
3
Rivernorth Capital Management
Florida
$18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
201
Benjamin Edwards Inc
Missouri
$160K +$26.9K +1,500 +20%
CWP
202
Concord Wealth Partners
Virginia
$147K +$5.69K +317 +4%
RG
203
Retirement Group
California
$145K -$8.78K -489 -6%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$136K +$40.3K +2,246 +42%
WIM
205
Westside Investment Management
California
$130K – – –
ASN
206
Advisory Services Network
Georgia
$128K -$94.9K -5,288 -43%
N
207
Natixis
France
$102K -$250K -13,951 -71%
HCM
208
Highlander Capital Management
New Jersey
$102K +$14K +780 +16%
FIA
209
FNY Investment Advisers
New York
$100K – – –
GWM
210
Geneos Wealth Management
Colorado
$64.4K -$85.3K -4,750 -57%
IGWM
211
ICA Group Wealth Management
Colorado
$61.4K +$61.4K +3,419 New
BWL
212
Bogart Wealth LLC
Virginia
$60.2K – – –
LC
213
Lindbrook Capital
California
$53.9K +$18K +1,000 +50%
RIL
214
Rothschild Investment LLC
Illinois
$53.9K +$53.9K +3,000 New
US Bancorp
215
US Bancorp
Minnesota
$53.5K +$37.2K +2,071 +228%
HNB
216
Huntington National Bank
Ohio
$49K -$9.51K -530 -16%
TRCT
217
Tower Research Capital (TRC)
New York
$46.3K -$98.9K -5,508 -68%
EC
218
Elequin Capital
New York
$45.8K -$26.7K -1,487 -37%
CFGS
219
Concourse Financial Group Securities
Alabama
$44.7K – – –
BFEC
220
Benjamin F. Edwards & Company
Missouri
$42K – – –
SS
221
Sunbelt Securities
Texas
$40.9K – – –
TC
222
Truvestments Capital
Florida
$36.7K +$36.7K +2,045 New
FWM
223
Focused Wealth Management
New York
$34.5K -$7.65K -426 -18%
SWM
224
Sugarloaf Wealth Management
Georgia
$34.5K -$7.99K -445 -19%
CMP
225
Coston McIsaac & Partners
Maine
$34K +$595 +34 +2%
7 8
9
10 11