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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

124 hedge funds and large institutions have $266M invested in PIMCO Dynamic Income Fund in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 17 reducing their positions, and 15 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
59
Reduced
17
Closed
15
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$1.46M

Top Buyers

1
SCM
1
Seascape Capital Management
New Hampshire
$7.91M
2
Bank of America
2
Bank of America
North Carolina
$37.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.33M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.27M
5
LPL Financial
5
LPL Financial
California
$6.44M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.37M
2
WA
2
Wealthstar Advisors
Texas
$0
3
ACP
3
Aviance Capital Partners
Florida
$236K
4
GSWM
4
Golden State Wealth Management
California
$0
5
FFS
5
Founders Financial Securities
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43M 1,326,496 +29,036 +2%
Bank of America
2
Bank of America
North Carolina
$37.4M 1,151,315 +68,043 +6%
UBS Group
3
UBS Group
Switzerland
$25.7M 792,482 +24,260 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.13M 281,497 -4,412 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.78M 270,747 +8,905 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.72M 268,933 +3,424 +1%
SCM
7
Seascape Capital Management
New Hampshire
$7.91M 243,676 +243,676 New
HKAM
8
Horizon Kinetics Asset Management
New York
$7.59M 233,960 -280 -0.1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.33M 226,015 +45,777 +25%
LPL Financial
10
LPL Financial
California
$6.44M 198,355 +38,972 +24%
Cohen & Steers
11
Cohen & Steers
New York
$5.37M 165,507 -211,534 -56%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$5.01M 154,424 +16,639 +12%
MIC
13
Means Investment Company
Maine
$4.87M 148,708 +5,419 +4%
RA
14
Riverstone Advisors
Texas
$4.15M 127,978 +10,662 +9%
Wells Fargo
15
Wells Fargo
California
$3.76M 115,759 -6 -0%
CAN
16
Cetera Advisor Networks
California
$3.21M 99,208 +10,880 +12%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$3.21M 98,974 +9,479 +11%
PAG
18
Private Advisor Group
New Jersey
$2.95M 91,016 +4,044 +5%
MFG
19
Merit Financial Group
Georgia
$2.92M 90,035 +18,749 +26%
AG
20
Advisor Group
Arizona
$2.82M 86,953 +30 +0%
Stifel Financial
21
Stifel Financial
Missouri
$2.81M 86,853 +2,471 +3%
PGWM
22
Parisi Gray Wealth Management
New Jersey
$2.73M 84,175 +3,940 +5%
DADC
23
D.A. Davidson & Co
Montana
$2.64M 81,515 +11,419 +16%
SBA
24
Secrest Blakey & Associates
North Carolina
$2.57M 79,284 +6,303 +9%
SPC
25
Sigma Planning Corp
Michigan
$2.22M 68,421 +9,016 +15%
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