PIMCO Dynamic Income Fund
261 hedge funds and large institutions have $726M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 27 closing their positions.
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
3% more funds holding
Funds holding: 254 → 261 (+7)
4% more capital invested
Capital invested by funds: $698M → $726M (+$27.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 94
3.12% less ownership
Funds ownership: 17.85% → 14.73% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.05M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
+$5.29M |
| 3 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$3.72M |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
+$2.45M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.8M |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$6.56M |
| 3 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$5.43M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.32M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.26M |
PDI Hedge Fund Activity: Q4 2023 in Review
261 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2023, worth a combined $726M — up 4% 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 93 added to existing stakes and 94 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.05M. The largest seller was Morgan Stanley, cutting an estimated $7.8M.
- 261 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2023, up from 254 in Q3 2023.
- Funds reported $726M of PIMCO Dynamic Income Fund stock for Q4 2023, up 4% 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 LPL Financial, an estimated $7.05M added.
- The largest PIMCO Dynamic Income Fund seller in Q4 2023 was Morgan Stanley, an estimated $7.8M sold.
Based on aggregated 13F filings for Q4 2023.