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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$15.5M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
SF
Summit Financial
New Jersey
$7.43M
4
AWS
Atria Wealth Solutions
New York
$33M
5
LPL Financial
LPL Financial
California
$53.2M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$413M
2
CL
Choreo LLC
Illinois
$0
3
IAIM
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
IFP Advisors
Florida
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
201
Financial Alternatives
California
$254K – – –
CW
202
CreativeOne Wealth
Kansas
$250K -$56.3K -3,069 -18%
KWM
203
Kingsview Wealth Management
Oregon
$245K +$28.7K +1,566 +13%
KPWS
204
Kestra Private Wealth Services
Texas
$243K -$3.82K -208 -2%
IWC
205
Integrated Wealth Concepts
Massachusetts
$243K +$48K +2,619 +25%
Mariner
206
Mariner
Kansas
$243K -$99.3K -5,414 -29%
NI
207
Natural Investments
California
$239K +$239K +13,032 New
GWM
208
Geneos Wealth Management
Colorado
$235K +$47.7K +2,600 +25%
BPA
209
Beacon Pointe Advisors
California
$234K -$29K -1,581 -11%
SCA
210
Snowden Capital Advisors
New York
$234K -$6.08K -328 -3%
WA
211
WealthTrust Axiom
Pennsylvania
$232K – – –
DA
212
Dover Advisors
Virginia
$226K +$18.3K +1,000 +9%
TSS
213
Two Sigma Securities
New York
$225K +$225K +12,278 New
CTB
214
Country Trust Bank
Illinois
$225K – – –
SSC
215
Syverson Strege & Co
Iowa
$223K +$6.42K +350 +3%
SWM
216
SeaCrest Wealth Management
New York
$222K +$1.05K +57 +0.5%
MCFP
217
Mallini Complete Financial Planning
Florida
$222K +$222K +12,091 New
Bank of New York Mellon
218
Bank of New York Mellon
New York
$220K -$43.4K -2,365 -16%
SL
219
Summitry LLC
California
$220K -$1.83K -100 -0.8%
LMKC
220
L.M. Kohn & Company
Ohio
$218K +$4.95K +270 +2%
CIA
221
Capital Investment Advisors
Georgia
$218K – – –
WA
222
Whipplewood Advisors
Colorado
$217K +$217K +11,856 New
EC
223
Elequin Capital
New York
$213K +$213K +11,609 New
VWA
224
Visionary Wealth Advisors
Illinois
$212K +$972 +53 +0.5%
BFC
225
Bedel Financial Consulting
Indiana
$211K +$211K +10,812 New
7 8
9
10 11