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PIMCO Dynamic Income Fund
PDI

Overview Fund Activity

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.9M
2
Wells Fargo
2
Wells Fargo
California
$15.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$224M
4
SF
4
Summit Financial
New Jersey
$7.43M
5
AWS
5
Atria Wealth Solutions
New York
$33M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$413M
2
CL
2
Choreo LLC
Illinois
$0
3
IAIM
3
International Assets Investment Management
Florida
$376K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
5
IFP Advisors
Florida
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$413M 22,507 -3,968 -15%
Morgan Stanley
2
Morgan Stanley
New York
$224M 12,191,943 +560,042 +5%
LPL Financial
3
LPL Financial
California
$53.2M 2,900,847 +289,535 +11%
Bank of America
4
Bank of America
North Carolina
$52M 2,835,670 +220,794 +8%
AWS
5
Atria Wealth Solutions
New York
$33M 1,796,829 +338,089 +23%
UBS Group
6
UBS Group
Switzerland
$26.6M 1,448,554 +62,024 +4%
Cohen & Steers
7
Cohen & Steers
New York
$24.1M 1,313,573 +17,739 +1%
PI
8
PFG Investments
New York
$20.8M 1,136,107 +84,147 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$19.9M 1,087,673 +1,087,673 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$19.4M 1,057,469 +133,104 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.2M 1,049,109 +40,220 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$18.4M 1,002,013 -193,733 -16%
TWC
13
TD Waterhouse Canada
Ontario, Canada
$18.2M 995,288 +30,462 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$17.8M 972,593 +93,753 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$15.9M 865,377 +46,190 +6%
Wells Fargo
16
Wells Fargo
California
$15.5M 842,475 +673,817 +400%
SCM
17
SOL Capital Management
Maryland
$14.8M 807,189 -64,049 -7%
CCM
18
Consolidated Capital Management
California
$12.6M 687,796 -6,642 -1%
PAG
19
Private Advisor Group
New Jersey
$11.5M 627,331 +40,379 +7%
CA
20
Cornerstone Advisory
Maryland
$11.3M 578,611 +36,247 +7%
WWM
21
Wagner Wealth Management
South Carolina
$10.6M 576,134 -28,880 -5%
GC
22
Guggenheim Capital
Illinois
$10.3M 562,590 +72,206 +15%
AllianceBernstein
23
AllianceBernstein
Tennessee
$8.84M 481,920 -52,423 -10%
SF
24
Summit Financial
New Jersey
$7.43M 400,623 +400,623 New
MHFA
25
Mission Hills Financial Advisory
California
$6.34M 345,607 +48,589 +16%
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