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PIMCO Dynamic Income Fund

119 hedge funds and large institutions have $208M invested in PIMCO Dynamic Income Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3.58% more ownership

Funds ownership: 14.48%18.05% (+3.6%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

4% less funds holding

Funds holding: 124119 (-5)

22% less capital invested

Capital invested by funds: $266M → $208M (-$57.7M)

Holders
119
Holders Change
-5
Holders Change %
-4.03%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
50
Reduced
31
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.6M +$1.77M +59,125 +4%
Bank of America
2
Bank of America
North Carolina
$27.5M +$2.74M +91,503 +8%
UBS Group
3
UBS Group
Switzerland
$21.4M +$5.22M +174,180 +22%
GCP
4
Gill Capital Partners
Colorado
$6.75M +$9.16M +305,540 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.67M +$996K +33,242 +12%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$6.22M +$7.79K +260 +0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.04M +$75.5K +2,519 +0.9%
HCM
8
Howland Capital Management
Massachusetts
$5.85M +$6.52M +217,560 +461%
SCM
9
Seascape Capital Management
New Hampshire
$5.62M +$325K +10,856 +4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.15M +$213K +7,113 +3%
HKAM
11
Horizon Kinetics Asset Management
New York
$5.1M -$92.2K -3,078 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.06M +$31.1M +1,036,536 New
Cohen & Steers
13
Cohen & Steers
New York
$4.46M +$1.1M +36,603 +22%
LPL Financial
14
LPL Financial
California
$3.85M -$716K -23,882 -12%
MIC
15
Means Investment Company
Maine
$3.47M +$110K +3,663 +2%
PAG
16
Private Advisor Group
New Jersey
$2.96M +$1.28M +42,771 +47%
RA
17
Riverstone Advisors
Texas
$2.52M -$419K -13,965 -11%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$2.27M +$115K +3,828 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.12M +$1.18M +39,304 +69%
DADC
20
D.A. Davidson & Co
Montana
$2.09M +$390K +13,024 +16%
MFG
21
Merit Financial Group
Georgia
$2.08M +$121K +4,028 +4%
SBA
22
Secrest Blakey & Associates
North Carolina
$2.07M +$437K +14,571 +18%
Stifel Financial
23
Stifel Financial
Missouri
$2.02M +$131K +4,383 +5%
Wells Fargo
24
Wells Fargo
California
$1.97M -$792K -26,412 -23%
DC
25
Davenport & Co
Virginia
$1.97M +$806K +26,884 +43%

PDI Hedge Fund Activity: Q1 2020 in Review

119 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2020, worth a combined $208M — down 22% from $266M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PDI and 19 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 50 added.

The largest buyer was Howland Capital Management, adding an estimated $6.52M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $1.26M sold.

  • 119 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2020, down from 124 in Q4 2019.
  • Funds reported $208M of PIMCO Dynamic Income Fund stock for Q1 2020, down 22% quarter-over-quarter.
  • 19 funds opened new PIMCO Dynamic Income Fund positions in Q1 2020 and 21 closed out, a net change of -2 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q1 2020 was Howland Capital Management, an estimated $6.52M added.
  • The largest PIMCO Dynamic Income Fund seller in Q1 2020 was Independent Advisor Alliance, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2020.