PIMCO Dynamic Income Fund
270 hedge funds and large institutions have $855M invested in PIMCO Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 77 reducing their positions, and 22 closing their positions.
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
49% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 77
18% more capital invested
Capital invested by funds: $726M → $855M (+$129M)
3% more funds holding
Funds holding: 261 → 270 (+9)
1.45% more ownership
Funds ownership: 14.73% → 16.17% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$17.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.5M |
| 4 |
Morgan Stanley
New York
|
+$7.72M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.3M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.15M |
| 3 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$2.74M |
| 4 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$2.04M |
| 5 |
FM
Family Management
New York
|
-$1.89M |
PDI Hedge Fund Activity: Q1 2024 in Review
270 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q1 2024, worth a combined $855M — up 18% from $726M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PDI positions and 22 closed out — a net gain of 11 holders — while 115 added to existing stakes and 77 trimmed.
The largest buyer was PFG Investments, opening a new position worth an estimated $17.2M. The largest seller was AE Wealth Management, cutting an estimated $3.3M.
- 270 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q1 2024, up from 261 in Q4 2023.
- Funds reported $855M of PIMCO Dynamic Income Fund stock for Q1 2024, up 18% quarter-over-quarter.
- 33 funds opened new PIMCO Dynamic Income Fund positions in Q1 2024 and 22 closed out, a net change of +11 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q1 2024 was PFG Investments, an estimated $17.2M added.
- The largest PIMCO Dynamic Income Fund seller in Q1 2024 was AE Wealth Management, an estimated $3.3M sold.
Based on aggregated 13F filings for Q1 2024.