PIMCO Dynamic Income Fund
119 hedge funds and large institutions have $275M invested in PIMCO Dynamic Income Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
41% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 29
11% more funds holding
Funds holding: 107 → 119 (+12)
1.31% more ownership
Funds ownership: 16.65% → 17.96% (+1.3%)
6% less capital invested
Capital invested by funds: $291M → $275M (-$16.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.76M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$3.5M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$2.25M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.02M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Chiron Investment Management
New York
|
-$12.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.8M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.63M |
| 5 |
Cohen & Steers
New York
|
-$1.29M |
PDI Hedge Fund Activity: Q4 2018 in Review
119 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2018, worth a combined $275M — down 5.6% from $291M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PDI positions and 18 closed out — a net gain of 12 holders — while 41 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.76M. The largest seller was Chiron Investment Management, exiting entirely with an estimated $12.5M sold.
- 119 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2018, up from 107 in Q3 2018.
- Funds reported $275M of PIMCO Dynamic Income Fund stock for Q4 2018, down 5.6% quarter-over-quarter.
- 30 funds opened new PIMCO Dynamic Income Fund positions in Q4 2018 and 18 closed out, a net change of +12 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q4 2018 was Morgan Stanley, an estimated $7.76M added.
- The largest PIMCO Dynamic Income Fund seller in Q4 2018 was Chiron Investment Management, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2018.