Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO DYNAMIC INCOME FD (PDI)

329 + Investors. Track Smart Money conviction in PDI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — PDI

Based on 329 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
329 hedge funds hold PDI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

169 buying156 selling
Last quarter: 169 funds bought or added vs 156 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new PDI position: 42 → 39 → 38 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 20% new
177 out of 329 hedge funds have held PDI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +286% but shares only +6% — price-driven

Value
+286%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +286%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

51 → 42 → 39 → 38 → 55 new funds/Q
New funds entering each quarter: 42 → 39 → 38 → 55. A growing number of institutions are discovering PDI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Of 329 current holders: 197 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 87% AUM from top-100 funds

87% from top-100 AUM funds
14 of 329 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in PDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PDI

How many hedge funds hold PDI — quarterly history vs. share price
Quarterly hedge fund ownership of PDI vs. share price

Market Analysis: PDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: PDI
2026 Q1 Stats Unlock in 20 days 329 + Investors

Track Smart Money conviction in PDI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 329 319 3.13%
13F Shares 65M 61M 6.01%
Total Value $5.12B $1.33B 286.07%
New Positions 55 38 +17
Increased Positions 114 148 -34
Closed Positions 45 28 +17
Reduced Positions 111 80 +31
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

329 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PDI. Verified SEC 13F-HR filings.

Top 25 institutional holders of PDI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Estate Planners Group, LLC 9.93% 1,293,116 $22.9M
2 Noble Wealth Management PBC 4.97% 577,858 $9.9M
3 Wealth Care LLC 3.43% 225,870 $3.9M
4 RETIREMENT PLANNING GROUP, LLC / NY 1.99% 177,815 $3.1M
5 LifeWealth Investments, LLC 1.89% 369,241 $6.3M
6 Elm3 Financial Group, LLC 1.86% 128,837 $2.2M
7 QUARRY HILL ADVISORS, LLC 1.38% 193,252 $3.4M
8 Wagner Wealth Management, LLC 1.28% 370,346 $6.3M
9 Significant Wealth Partners LLC 1.27% 60,462 $1.0M
10 PFG Investments, LLC 1.22% 1,525,235 $26.1M
11 Flagship Private Wealth, LLC 1.06% 151,916 $2.6M
12 Benchmark Financial, LLC 0.91% 59,542 $1.0M
13 Wealthstar Advisors, LLC 0.87% 108,997 $1.9M
14 MRA Advisory Group 0.66% 94,816 $1.6M
15 GILL CAPITAL PARTNERS, LLC 0.63% 127,061 $2.2M
16 Cyndeo Wealth Partners, LLC 0.56% 619,822 $10.6M
17 Ramiah Investment Group 0.53% 31,020 $531K
18 HF Advisory Group, LLC 0.36% 61,420 $1.1M
19 Lewis Asset Management, LLC 0.34% 48,793 $835K
20 Tennessee Valley Asset Management Partners 0.33% 145,093 $2.5M
21 Verity Asset Management, Inc. 0.33% 45,649 $781K
22 Future Financial Wealth Managment LLC 0.31% 28,041 $483K
23 Parisi Gray Wealth Management 0.31% 74,971 $1.3M
24 Mallini Complete Financial Planning LLC 0.27% 19,976 $342K
25 Samalin Investment Counsel, LLC 0.27% 43,849 $750K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO DYNAMIC INCOME FD (PDI)

What does the Smart Money Trend signal show for PDI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PDI?

Slight buying edge — 52% buying: Last quarter: 169 funds bought or added vs 156 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PDI holders?

Elite ownership — 87% AUM from top-100 funds: 14 of 329 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in PDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PDI?

54% of holders stayed for 2+ years: 177 out of 329 hedge funds have held PDI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.