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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

250 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
93
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$24M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.13M
3
IA
3
IFP Advisors
Florida
$2.64M
4
WJWM
4
Williams Jones Wealth Management
New York
$2.44M
5
UBS Group
5
UBS Group
Switzerland
$26M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$21.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.77M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$3.77M
4
Wells Fargo
4
Wells Fargo
California
$2.85M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$187M 10,842,600 -41,262 -0.4%
Bank of America
2
Bank of America
North Carolina
$33.1M 1,915,891 -5,225 -0.3%
UBS Group
3
UBS Group
Switzerland
$26M 1,502,266 +120,052 +9%
LPL Financial
4
LPL Financial
California
$25.1M 1,451,259 +25,864 +2%
Cohen & Steers
5
Cohen & Steers
New York
$24.9M 1,442,920 -115,000 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$24M 1,386,143 +236,943 +21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$23.8M 1,374,762 +25,463 +2%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$22.9M 1,194,193 -17,598 -1%
RCM
9
Rivernorth Capital Management
Florida
$21.6M 1,252,299 -467,696 -27%
AWS
10
Atria Wealth Solutions
New York
$17M 982,413 +50,819 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.2M 820,567 +19,011 +2%
PCM
12
Penserra Capital Management
California
$12.4M 715,766 +41,378 +6%
SCM
13
SOL Capital Management
Maryland
$11.5M 663,598 +51,523 +8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.1M 639,770 -17,576 -3%
CA
15
Cornerstone Advisory
Maryland
$9.86M 570,482 -111,636 -16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.31M 538,650 +7,505 +1%
AllianceBernstein
17
AllianceBernstein
Tennessee
$9.22M 533,544 +4,621 +0.9%
WWM
18
Wagner Wealth Management
South Carolina
$7.69M 444,781 +4,450 +1%
PAG
19
Private Advisor Group
New Jersey
$7.34M 424,538 +58,690 +16%
ACP
20
Arcus Capital Partners
Georgia
$6.4M 370,114 +11,701 +3%
AWM
21
AE Wealth Management
Kansas
$6.2M 358,688 +65,856 +22%
RJA
22
Raymond James & Associates
Florida
$5.84M 338,242 +39,694 +13%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5M 289,597 +8,640 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$4.32M 249,852 -31,266 -11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.9M 225,968 +6,930 +3%
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