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PIMCO Dynamic Income Fund

66 hedge funds and large institutions have $237M invested in PIMCO Dynamic Income Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0% less capital invested

Capital invested by funds: $238M → $237M (-$881K)

1.25% less ownership

Funds ownership: 15.49%14.24% (-1.3%)

7% less funds holding

Funds holding: 7166 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.3M +$615K +18,871 +2%
SIA
2
Sit Investment Associates
Minnesota
$27.3M +$2.42M +74,100 +10%
GC
3
Guggenheim Capital
Illinois
$25.7M +$893K +27,392 +4%
HK
4
Horizon Kinetics
New York
$19.4M +$2.91M +89,178 +19%
Cohen & Steers
5
Cohen & Steers
New York
$16.7M +$111K +3,417 +0.7%
BTS
6
BB&T Securities
Virginia
$14.3M -$1.64M -50,361 -55%
U
7
UBS
Switzerland
$11.1M -$120K -3,690 -1%
Bank of America
8
Bank of America
North Carolina
$10.4M +$471K +14,441 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.83M +$651K +19,967 +10%
Barclays
10
Barclays
United Kingdom
$6.98M -$1.29M -39,531 -16%
EVM
11
Eaton Vance Management
Massachusetts
$5.72M
LPL Financial
12
LPL Financial
California
$4.89M -$774K -23,738 -14%
Invesco
13
Invesco
Georgia
$4.71M -$392K -12,016 -8%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$4.69M +$1.09M +33,572 +32%
FFA
15
First Foundation Advisors
California
$4.58M +$101K +3,096 +2%
HCM
16
Hilton Capital Management
New York
$4.5M
MRI
17
Mad River Investors
Massachusetts
$4.31M +$58.7K +1,800 +1%
Bessemer Group
18
Bessemer Group
New Jersey
$3.41M -$3.39M -104,000 -51%
Wells Fargo
19
Wells Fargo
California
$3.4M +$499K +15,326 +18%
RCM
20
Rivernorth Capital Management
Florida
$3.07M -$15.6M -479,838 -84%
PAG
21
Private Advisor Group
New Jersey
$2.52M +$1.35M +41,269 +127%
AA
22
Apriem Advisors
California
$2.06M +$66.8K +2,050 +4%
CIA
23
Capital Investment Advisors
Georgia
$2.04M +$152K +4,678 +8%
B
24
Baird
Wisconsin
$2.04M +$50.1K +1,536 +3%
OC
25
Oppenheimer & Co
New York
$1.76M -$22.5K -691 -1%

PDI Hedge Fund Activity: Q2 2014 in Review

66 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2014, worth a combined $237M — down 0.37% from $238M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PDI and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 26 added.

The largest buyer was Horizon Kinetics, adding an estimated $2.91M. The largest seller was Rivernorth Capital Management, cutting an estimated $15.6M.

  • 66 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2014, down from 71 in Q1 2014.
  • Funds reported $237M of PIMCO Dynamic Income Fund stock for Q2 2014, down 0.37% quarter-over-quarter.
  • 9 funds opened new PIMCO Dynamic Income Fund positions in Q2 2014 and 12 closed out, a net change of -3 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q2 2014 was Horizon Kinetics, an estimated $2.91M added.
  • The largest PIMCO Dynamic Income Fund seller in Q2 2014 was Rivernorth Capital Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2014.