PIMCO Dynamic Income Fund
87 hedge funds and large institutions have $233M invested in PIMCO Dynamic Income Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
42% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 24
17% more capital invested
Capital invested by funds: $199M → $233M (+$34.7M)
10% more funds holding
Funds holding: 79 → 87 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.05% less ownership
Funds ownership: 14.89% → 13.84% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$26.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.79M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.89M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.16M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$927K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$5.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.85M |
| 3 |
PMLI
Penn Mutual Life Insurance
Horsham,
Pennsylvania
|
-$3.71M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.95M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$1.4M |
PDI Hedge Fund Activity: Q2 2017 in Review
87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2017, worth a combined $233M — up 17% from $199M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PDI positions and 4 closed out — a net gain of 9 holders — while 34 added to existing stakes and 24 trimmed.
The largest buyer was Nan Shan Life Insurance, adding an estimated $26.7M. The largest seller was Bessemer Group, cutting an estimated $5.1M.
- 87 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2017, up from 79 in Q1 2017.
- Funds reported $233M of PIMCO Dynamic Income Fund stock for Q2 2017, up 17% quarter-over-quarter.
- 13 funds opened new PIMCO Dynamic Income Fund positions in Q2 2017 and 4 closed out, a net change of +9 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q2 2017 was Nan Shan Life Insurance, an estimated $26.7M added.
- The largest PIMCO Dynamic Income Fund seller in Q2 2017 was Bessemer Group, an estimated $5.1M sold.
Based on aggregated 13F filings for Q2 2017.