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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

288 hedge funds and large institutions have $926M invested in PIMCO Dynamic Income Fund in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 134 increasing their positions, 66 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+19
Holders Change %
+7.06%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
46
Increased
134
Reduced
66
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Consolidated Capital Management
California
$14.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$18.7M
3
MHFA
3
Mission Hills Financial Advisory
California
$5.84M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.68M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.2M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KC
2
Kingfisher Capital
North Carolina
$0
3
SFC
3
Strategic Financial Concepts
Texas
$211K
4
RJA
4
Raymond James & Associates
Florida
$4.89M
5
Bank of America
5
Bank of America
North Carolina
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$236M 11,631,901 +166,764 +1%
Bank of America
2
Bank of America
North Carolina
$53M 2,614,876 -168,229 -6%
LPL Financial
3
LPL Financial
California
$52.9M 2,611,312 +81,520 +3%
AWS
4
Atria Wealth Solutions
New York
$29.6M 1,458,740 -4,118 -0.3%
UBS Group
5
UBS Group
Switzerland
$28.1M 1,386,530 +96,141 +7%
Cohen & Steers
6
Cohen & Steers
New York
$26.3M 1,295,834 +5,914 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.2M 1,195,746 +189,696 +19%
PI
8
PFG Investments
New York
$21.3M 1,051,960 +98,356 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$20.5M 1,008,889 +88,850 +10%
TWC
10
TD Waterhouse Canada
Ontario, Canada
$19.6M 964,826 +108,931 +13%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$18.7M 924,365 +363,891 +65%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.8M 878,840 +107,606 +14%
SCM
13
SOL Capital Management
Maryland
$17.7M 871,238 -23,410 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$16.6M 819,187 +133,784 +20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$15M 739,092 +98,917 +15%
CCM
16
Consolidated Capital Management
California
$14.1M 694,438 +694,438 New
WWM
17
Wagner Wealth Management
South Carolina
$12.3M 605,014 -9,299 -2%
PAG
18
Private Advisor Group
New Jersey
$11.9M 586,952 +30,124 +5%
CA
19
Cornerstone Advisory
Maryland
$11M 542,364 -41,874 -7%
AllianceBernstein
20
AllianceBernstein
Tennessee
$10.8M 534,343 -100 -0%
GC
21
Guggenheim Capital
Illinois
$9.94M 490,384 +51,912 +12%
CL
22
Choreo LLC
Illinois
$6.99M 343,719 +11,396 +3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.59M 325,320 +4,010 +1%
IA
24
IFP Advisors
Florida
$6.52M 321,660 +23,747 +8%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$6.27M 309,089 +11,334 +4%
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