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PIMCO Dynamic Income Fund

120 hedge funds and large institutions have $295M invested in PIMCO Dynamic Income Fund in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $274M → $295M (+$20M)

2% more funds holding

Funds holding: 118120 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.37% less ownership

Funds ownership: 17.93%17.56% (-0.37%)

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
52
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
1
Nan Shan Life Insurance
Taiwan
$57.2M +$1.63M +51,622 +3%
Morgan Stanley
2
Morgan Stanley
New York
$38.3M +$1.96M +62,076 +5%
Bank of America
3
Bank of America
North Carolina
$35M +$4.25M +134,602 +14%
UBS Group
4
UBS Group
Switzerland
$24.3M +$463K +14,672 +2%
Cohen & Steers
5
Cohen & Steers
New York
$13.3M -$2.82M -89,535 -18%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$9.16M -$87K -2,759 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.1M -$5.06M -160,388 -39%
HKAM
8
Horizon Kinetics Asset Management
New York
$7.64M +$7.51M +238,134 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.81M +$315K +9,989 +5%
Wells Fargo
10
Wells Fargo
California
$5.11M -$613K -19,430 -11%
LPL Financial
11
LPL Financial
California
$4.26M +$403K +12,780 +11%
CFGS
12
Concourse Financial Group Securities
Alabama
$4.25M +$3.93M +124,710 +1,730%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.16M +$178K +5,649 +5%
MIC
14
Means Investment Company
Maine
$3.97M +$909K +28,810 +30%
RA
15
Riverstone Advisors
Texas
$3.34M -$252K -8,003 -7%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.09M +$200K +6,330 +7%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$2.85M +$3.56K +113 +0.1%
DC
18
Davenport & Co
Virginia
$2.66M +$336K +10,640 +15%
PAG
19
Private Advisor Group
New Jersey
$2.58M +$244K +7,740 +11%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.47M +$690K +21,869 +40%
Stifel Financial
21
Stifel Financial
Missouri
$2.41M +$119K +3,783 +5%
PGWM
22
Parisi Gray Wealth Management
New Jersey
$2.37M +$156K +4,945 +7%
SBA
23
Secrest Blakey & Associates
North Carolina
$2.31M -$32.7K -1,037 -1%
MFG
24
Merit Financial Group
Georgia
$2.27M +$123K +3,900 +6%
CAN
25
Cetera Advisor Networks
California
$2.1M +$241K +7,642 +13%

PDI Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2019, worth a combined $295M — up 7.3% from $274M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PDI positions and 13 closed out — a net gain of 5 holders — while 52 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $4.25M. The largest seller was Royal Bank of Canada, cutting an estimated $5.06M.

  • 120 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2019, up from 118 in Q4 2018.
  • Funds reported $295M of PIMCO Dynamic Income Fund stock for Q1 2019, up 7.3% quarter-over-quarter.
  • 18 funds opened new PIMCO Dynamic Income Fund positions in Q1 2019 and 13 closed out, a net change of +5 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2019 was Bank of America, an estimated $4.25M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2019 was Royal Bank of Canada, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2019.