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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

134 hedge funds and large institutions have $285M invested in PIMCO Dynamic Income Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
58
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.81M
2
WA
2
Wealthstar Advisors
Texas
$1.9M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$1.62M
4
LPL Financial
4
LPL Financial
California
$8.15M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.31M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.34M
2
GG
2
Golden Green
South Carolina
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
CRC
4
Catawba River Capital
South Carolina
$0
5
SCM
5
Seascape Capital Management
New Hampshire
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.9M 1,489,252 +10,816 +0.7%
Bank of America
2
Bank of America
North Carolina
$32.7M 1,133,584 -5,767 -0.5%
UBS Group
3
UBS Group
Switzerland
$23.3M 809,517 +35,891 +5%
Invesco
4
Invesco
Georgia
$13.4M 465,983 +34,883 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.8M 373,972 -380 -0.1%
PCM
6
Penserra Capital Management
California
$9.81M 340,435 +79,142 +30%
HCM
7
Howland Capital Management
Massachusetts
$9.27M 321,687 +5,527 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.37M 290,562 +23,250 +9%
LPL Financial
9
LPL Financial
California
$8.15M 283,016 +50,550 +22%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.88M 273,387 +9,999 +4%
GCP
11
Gill Capital Partners
Colorado
$7.77M 269,694 -13,554 -5%
SWM
12
Strategic Wealth Management
Washington
$5.6M 194,529 +4,735 +2%
Cohen & Steers
13
Cohen & Steers
New York
$4.29M 148,719 -14,460 -9%
SCM
14
Seascape Capital Management
New Hampshire
$4.19M 145,251 -25,490 -15%
CAN
15
Cetera Advisor Networks
California
$3.8M 131,976 +6,488 +5%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$3.64M 126,456 +10,489 +9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.5M 121,533 -22,957 -16%
SPC
18
Sigma Planning Corp
Michigan
$3.41M 118,450 +6,160 +5%
PAG
19
Private Advisor Group
New Jersey
$3.35M 116,398 +16,514 +17%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.34M 115,949 -54,011 -32%
HKAM
21
Horizon Kinetics Asset Management
New York
$3.32M 115,197 -490 -0.4%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$3.23M 112,082 +15,695 +16%
MIC
23
Means Investment Company
Maine
$2.84M 98,686 -1,416 -1%
RA
24
Riverstone Advisors
Texas
$2.67M 92,701 -2,619 -3%
DC
25
Davenport & Co
Virginia
$2.46M 85,419 +546 +0.6%
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