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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
AWS
2
Atria Wealth Solutions
New York
$19.1M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.14M
4
EH
4
Equitable Holdings
New York
$3.35M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.92M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$14.9M
2
Bank of America
2
Bank of America
North Carolina
$52.9M
3
UBS Group
3
UBS Group
Switzerland
$36.8M
4
SCM
4
Seascape Capital Management
New Hampshire
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M 8,381,526 +438,257 +6%
Bank of America
2
Bank of America
North Carolina
$52.9M 2,728,216 -442,075 -14%
UBS Group
3
UBS Group
Switzerland
$36.8M 1,897,191 -179,122 -9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.9M 1,695,189 -3,464 -0.2%
Cohen & Steers
5
Cohen & Steers
New York
$31.5M 1,625,028 -41,939 -3%
Invesco
6
Invesco
Georgia
$30.9M 1,593,820 +30,991 +2%
TWC
7
TD Waterhouse Canada
Ontario, Canada
$28.2M 1,239,074 +12,984 +1%
LPL Financial
8
LPL Financial
California
$22.8M 1,178,794 +40,842 +4%
HCM
9
Howland Capital Management
Massachusetts
$19.6M 1,013,285 -47,899 -5%
AWS
10
Atria Wealth Solutions
New York
$19.1M 980,833 +188,800 +24%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.9M 926,027 +49,455 +6%
RCM
12
Rivernorth Capital Management
Florida
$14.9M 767,937 -967,823 -56%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.2M 732,090 +16,391 +2%
CA
14
Cornerstone Advisory
Maryland
$11.4M 588,485 +14,167 +2%
PCM
15
Penserra Capital Management
California
$9.94M 512,755 +38,156 +8%
AllianceBernstein
16
AllianceBernstein
Tennessee
$9.48M 489,309 -5,600 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.53M 388,307 +36,895 +10%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.17M 370,141 -8,285 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.02M 361,989 -46,275 -11%
Wells Fargo
20
Wells Fargo
California
$6.96M 359,136 -200 -0.1%
PAG
21
Private Advisor Group
New Jersey
$6.17M 318,589 -22,680 -7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.41M 279,340 +45,970 +20%
RJA
23
Raymond James & Associates
Florida
$5.01M 258,457 -8,566 -3%
BWA
24
BDO Wealth Advisors
Florida
$4.99M 257,606 +7,772 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$4.99M 257,327 +43,523 +20%
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