PDI icon

PIMCO Dynamic Income Fund

119 hedge funds and large institutions have $249M invested in PIMCO Dynamic Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
55
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.2M +$1.48M +45,613 +4%
Bank of America
2
Bank of America
North Carolina
$35.2M +$23.4K +718 +0.1%
UBS Group
3
UBS Group
Switzerland
$25M +$113K +3,467 +0.5%
Cohen & Steers
4
Cohen & Steers
New York
$12.3M -$901K -27,693 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$9.3M +$99.2K +3,049 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.64M +$544K +16,720 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.52M +$538K +16,528 +7%
HKAM
8
Horizon Kinetics Asset Management
New York
$7.62M -$61.3K -1,885 -0.8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.87M +$1.18M +36,247 +25%
LPL Financial
10
LPL Financial
California
$5.19M +$756K +23,230 +17%
MIC
11
Means Investment Company
Maine
$4.8M +$412K +12,282 +9%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4.49M +$1.05M +32,138 +30%
RA
13
Riverstone Advisors
Texas
$3.82M +$368K +11,317 +11%
Wells Fargo
14
Wells Fargo
California
$3.77M -$203K -6,238 -5%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$2.91M -$219K -6,739 -7%
CAN
16
Cetera Advisor Networks
California
$2.87M +$254K +7,820 +10%
PAG
17
Private Advisor Group
New Jersey
$2.83M -$162K -4,967 -5%
AG
18
Advisor Group
Arizona
$2.83M +$470K +14,456 +20%
Stifel Financial
19
Stifel Financial
Missouri
$2.76M +$188K +5,738 +7%
PGWM
20
Parisi Gray Wealth Management
New Jersey
$2.62M +$143K +4,384 +6%
SBA
21
Secrest Blakey & Associates
North Carolina
$2.38M +$30.7K +942 +1%
MFG
22
Merit Financial Group
Georgia
$2.32M -$133K -4,102 -5%
DADC
23
D.A. Davidson & Co
Montana
$2.28M +$149K +4,592 +7%
IWP
24
Icon Wealth Partners
Texas
$1.96M +$1.72K +53 +0.1%
DC
25
Davenport & Co
Virginia
$1.94M