PIMCO Dynamic Income Fund
273 hedge funds and large institutions have $832M invested in PIMCO Dynamic Income Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 70 reducing their positions, and 27 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 70
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
1% more funds holding
Funds holding: 270 → 273 (+3)
0.06% more ownership
Funds ownership: 16.17% → 16.23% (+0.06%)
3% less capital invested
Capital invested by funds: $855M → $832M (-$22.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.8M |
| 2 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
+$6.88M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.08M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$3.81M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$16.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.04M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.71M |
| 4 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
-$3.5M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.31M |
PDI Hedge Fund Activity: Q2 2024 in Review
273 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q2 2024, worth a combined $832M — down 2.6% from $855M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PDI positions and 27 closed out — a net gain of 7 holders — while 115 added to existing stakes and 70 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $16.1M sold.
- 273 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q2 2024, up from 270 in Q1 2024.
- Funds reported $832M of PIMCO Dynamic Income Fund stock for Q2 2024, down 2.6% quarter-over-quarter.
- 34 funds opened new PIMCO Dynamic Income Fund positions in Q2 2024 and 27 closed out, a net change of +7 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $12.8M added.
- The largest PIMCO Dynamic Income Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2024.