PIMCO Dynamic Income Fund
260 hedge funds and large institutions have $912M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 93 reducing their positions, and 27 closing their positions.
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
31% more capital invested
Capital invested by funds: $698M → $912M (+$214M)
3% more funds holding
Funds holding: 253 → 260 (+7)
1% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 93
0.68% more ownership
Funds ownership: 17.85% → 18.52% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$171M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.05M |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
+$5.29M |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$3.72M |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$6.56M |
| 2 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$5.43M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.26M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.74M |
PDI Hedge Fund Activity: Q4 2023 in Review
260 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2023, worth a combined $912M — up 31% from $698M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PDI positions and 27 closed out — a net gain of 10 holders — while 94 added to existing stakes and 93 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was TD Waterhouse Canada, cutting an estimated $6.56M.
- 260 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2023, up from 253 in Q3 2023.
- Funds reported $912M of PIMCO Dynamic Income Fund stock for Q4 2023, up 31% quarter-over-quarter.
- 37 funds opened new PIMCO Dynamic Income Fund positions in Q4 2023 and 27 closed out, a net change of +10 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $171M added.
- The largest PIMCO Dynamic Income Fund seller in Q4 2023 was TD Waterhouse Canada, an estimated $6.56M sold.
Based on aggregated 13F filings for Q4 2023.