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PIMCO Dynamic Income Fund

118 hedge funds and large institutions have $274M 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, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

10% more funds holding

Funds holding: 107118 (+11)

0.53% more ownership

Funds ownership: 17.41%17.93% (+0.53%)

10% less capital invested

Capital invested by funds: $304M → $274M (-$29.6M)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
41
Reduced
28
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
1
Nan Shan Life Insurance
Taiwan
$50.5M +$3.5M +112,837 +7%
Morgan Stanley
2
Morgan Stanley
New York
$33.1M +$7.76M +250,258 +28%
Bank of America
3
Bank of America
North Carolina
$27.9M -$1.63M -52,553 -5%
UBS Group
4
UBS Group
Switzerland
$21.6M +$973K +31,374 +4%
Cohen & Steers
5
Cohen & Steers
New York
$14.7M -$1.29M -41,668 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.1M -$853K -27,508 -6%
GCP
7
Gill Capital Partners
Colorado
$9.97M +$9.53M +307,089 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$8.41M +$451K +14,534 +5%
HK
9
Horizon Kinetics
New York
$7.5M -$177K -5,707 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.9M +$143K +4,607 +2%
Wells Fargo
11
Wells Fargo
California
$5.21M -$2.8M -90,163 -34%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.62M +$285K +9,175 +8%
LPL Financial
13
LPL Financial
California
$3.5M +$572K +18,433 +18%
RA
14
Riverstone Advisors
Texas
$3.27M +$3.48M +112,177 New
MIC
15
Means Investment Company
Maine
$2.77M +$2.95M +95,074 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.63M -$452K -14,571 -14%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$2.59M -$148K -4,787 -5%
PAG
18
Private Advisor Group
New Jersey
$2.12M -$1.21M -39,035 -35%
SBA
19
Secrest Blakey & Associates
North Carolina
$2.12M +$30.3K +976 +1%
WAM
20
Weiss Asset Management
Massachusetts
$2.11M +$2.25M +72,424 New
DC
21
Davenport & Co
Virginia
$2.11M +$1.65M +53,291 +282%
Stifel Financial
22
Stifel Financial
Missouri
$2.1M +$164K +5,296 +8%
PGWM
23
Parisi Gray Wealth Management
New Jersey
$2.01M -$614K -19,795 -22%
MFG
24
Merit Financial Group
Georgia
$1.99M -$142K -4,568 -6%
SFS
25
Sowell Financial Services
Arkansas
$1.9M +$2.02M +65,145 New

PDI Hedge Fund Activity: Q4 2018 in Review

118 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2018, worth a combined $274M — down 9.7% from $304M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PDI positions and 19 closed out — a net gain of 11 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.76M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $13.3M sold.

  • 118 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2018, up from 107 in Q3 2018.
  • Funds reported $274M of PIMCO Dynamic Income Fund stock for Q4 2018, down 9.7% quarter-over-quarter.
  • 30 funds opened new PIMCO Dynamic Income Fund positions in Q4 2018 and 19 closed out, a net change of +11 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 Cornerstone Wealth Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2018.