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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.

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 %
SSC
201
Syverson Strege & Co
Iowa
$239K -$79.4K -3,918 -25%
KWM
202
Kingsview Wealth Management
Oregon
$239K +$2.53K +125 +1%
WEG
203
World Equity Group
Illinois
$238K +$238K +11,766 New
FHC
204
First Heartland Consultants
Missouri
$237K +$237K +11,670 New
LMKC
205
L.M. Kohn & Company
Ohio
$236K -$28.6K -1,410 -11%
VWA
206
Visionary Wealth Advisors
Illinois
$233K +$872 +43 +0.4%
DA
207
Dover Advisors
Virginia
$229K +$229K +11,300 New
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$229K +$229K +11,296 New
GWP
209
Gateway Wealth Partners
Wisconsin
$224K -$23.2K -1,146 -9%
UCFA
210
United Capital Financial Advisors
Texas
$223K – – –
TA
211
TPG Advisors
Illinois
$222K -$63.1K -3,112 -22%
NS
212
NBC Securities
Alabama
$221K +$2.73K +135 +1%
BEI
213
Benjamin Edwards Inc
Missouri
$221K +$40.3K +1,987 +22%
CG
214
CFO4Life Group
Texas
$220K +$17.4K +860 +9%
IWC
215
Integrated Wealth Concepts
Massachusetts
$216K +$216K +10,647 New
BWM
216
Buska Wealth Management
Wisconsin
$213K +$213K +10,514 New
IC
217
IEQ Capital
California
$213K +$213K +10,484 New
SFC
218
Strategic Financial Concepts
Texas
$211K -$4.03M -198,998 -95%
IWA
219
Icon Wealth Advisors
Texas
$209K – – –
BAM
220
Belpointe Asset Management
Nevada
$209K +$2.6K +128 +1%
GWM
221
Geneos Wealth Management
Colorado
$207K +$47.5K +2,342 +30%
CWA
222
Consilium Wealth Advisory
Texas
$203K – – –
DI
223
Disciplined Investments
Oklahoma
$203K +$203K +10,000 New
HIA
224
Harbor Investment Advisory
Maryland
$196K -$189K -9,305 -49%
AWM
225
AllSquare Wealth Management
New York
$195K +$6.08K +300 +3%
7 8
9
10 11