PIMCO Dynamic Income Fund
318 hedge funds and large institutions have $941M invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 84 reducing their positions, and 25 closing their positions.
222% more capital inflows, than outflows
Capital inflows: $152M | Capital outflows: $47.3M
132% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 25
54% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 84
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more funds holding
Funds holding: 293 → 318 (+25)
2.49% less ownership
Funds ownership: 17.13% → 14.65% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
| 2 |
Morgan Stanley
New York
|
+$10.9M |
| 3 |
Summit Financial
Parsippany,
New Jersey
|
+$7.78M |
| 4 |
Atria Wealth Solutions
New York
|
+$6.57M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Independent Financial Group
San Diego,
California
|
-$8.71M |
| 2 |
Choreo LLC
Rockford,
Illinois
|
-$6.99M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.76M |
| 4 |
IFP Advisors
Tampa,
Florida
|
-$2.69M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.37M |
PDI Hedge Fund Activity: Q4 2024 in Review
318 of the 7,618 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q4 2024, worth a combined $941M — down 1% from $950M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PDI positions and 25 closed out — a net gain of 33 holders — while 129 added to existing stakes and 84 trimmed.
The largest buyer was Wells Fargo, adding an estimated $13.1M. The largest seller was Independent Financial Group, cutting an estimated $8.71M.
- 318 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q4 2024, up from 293 in Q3 2024.
- Funds reported $941M of PIMCO Dynamic Income Fund stock for Q4 2024, down 1% quarter-over-quarter.
- 58 funds opened new PIMCO Dynamic Income Fund positions in Q4 2024 and 25 closed out, a net change of +33 holders.
- The largest PIMCO Dynamic Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $13.1M added.
- The largest PIMCO Dynamic Income Fund seller in Q4 2024 was Independent Financial Group, an estimated $8.71M sold.
Based on aggregated 13F filings for Q4 2024.