PDI

Pimco Dynamic Income Fund

-$1.1B

Net Activity

Institutions Holding

37

Popularity Rank

#885

Avg Weight

0.38%

Total Value

$53.5M

Ownership Trend

37 institutions currently hold PDI, with 19 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

19

Key Holders

Key Holders

Top 5 by Value

NW
Noble Wealth Management PBC
$9.0M
AW
Avior Wealth Management, LLC
$7.7M
WA
Wealthcare Advisory Partners LLC
$7.3M
LI
LifeWealth Investments, LLC
$6.1M
RA
RFG Advisory, LLC
$5.2M

Top 5 by Conviction

NW
Noble Wealth Management PBC
4.02%
WC
Wealth Care LLC
3.38%
MW
Meadowbrook Wealth Management, LLC
1.99%
LI
LifeWealth Investments, LLC
1.62%
MA
MRA Advisory Group
0.59%
View all 37 holding institutions

Quarterly Activity

Recent Activity

+$25.0M

Total Buy Value

$19.9M

Total Sell Value

New buy5
Trim9
Add14
Sold out3

19

Net Buyers

12

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PIMCO DYNAMIC INCOME FUND (PDI)?
Major stakeholders currently include Noble Wealth Management PBC ($9.0M), Avior Wealth Management, LLC ($7.7M), Wealthcare Advisory Partners LLC ($7.3M). Based on the latest 13F filings, there are a total of 37 tracked investment funds and institutions maintaining positions in PDI.
What is the overall institutional sentiment toward PDI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.1B, driven by 19 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their PDI positions?
In the latest period, 9 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $19.9M.
Are there any notable investors adding PDI to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 14 existing holders added to their shares. The total reported buy value for the quarter amounted to $25.0M.

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