Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Dynamic Income Fd (PDI)

362 + 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
↑ +24
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — PDI

Based on 366 hedge funds · latest filing: 2026 Q1 · 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
366 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 — +17% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

234 buying117 selling
Last quarter: 234 funds were net buyers (61 opened a brand new position + 173 added to an existing one). Only 117 were sellers (80 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 41 → 59 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 25% new
186 out of 366 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.
💎

Buying through price weakness — shares -1%, value -79%

Value
-79%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -79%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

43 → 39 → 41 → 59 → 61 new funds/Q
New funds entering each quarter: 39 → 41 → 59 → 61. A growing number of institutions are discovering PDI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 27% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 27% new
Entry-cohort mix of 366 holders: 208 (57%) are 2+ year veterans, 61 entered 1–2 years ago, and 97 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
18 of 366 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — PDI

In 2026 Q1, 234 hedge funds were net buyers of PDI (61 opened a new position, 173 added to an existing one), while 117 reduced or exited (80 trimmed, 37 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in PDI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 366.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco Dynamic Income Fd (PDI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PDI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PDI
-4.5%
XLF
+9.5%

PDI outperformed XLF by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PDI
-3.1%
XLF
+5.8%

Since the filing became public, PDI outperformed XLF by -8.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 8 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: PDI
362 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 362 342 5.85%
13F Shares 64M 66M -1.73%
Total Value $1.05B $5.13B -79.54%
New Positions 59 59 -
Increased Positions 171 118 +53
Closed Positions 39 47 -8
Reduced Positions 80 114 -34
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

362 + investors

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

QUARTER:
Top 25 PDI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Estate Planners Group, LLC 9.93% 1,293,116 $22.9M
2 Mission Hills Financial Advisory, LLC 6.34% 724,194 $12.4M
3 Noble Wealth Management PBC 4.97% 577,858 $9.9M
4 Allium Financial Advisors, LLC 4.53% 329,889 $5.6M
5 Wealth Care LLC 3.43% 225,870 $3.9M
6 Sentinel Advisory Group, LLC 2.85% 342,272 $5.9M
7 Smith Asset Management Co., LLC 2.39% 162,492 $2.8M
8 Retirement Planning Group, LLC / Ny 1.99% 177,815 $3.1M
9 LifeWealth Investments, LLC 1.89% 369,241 $6.3M
10 Elm3 Financial Group, LLC 1.86% 128,837 $2.2M
11 Beta Wealth Group, Inc. 1.61% 227,453 $3.9M
12 Catawba River Capital 1.55% 185,297 $3.2M
13 Anchor Capital Management Group Inc 1.48% 124,300 $2.1M
14 Quarry Hill Advisors, LLC 1.38% 193,252 $3.4M
15 Wagner Wealth Management, LLC 1.28% 370,346 $6.3M
16 Significant Wealth Partners LLC 1.27% 60,462 $1.0M
17 PFG Investments, LLC 1.22% 1,525,235 $26.1M
18 Flagship Private Wealth, LLC 1.06% 151,916 $2.6M
19 Navis Wealth Advisors, LLC 0.98% 112,196 $1.9M
20 Bensler, LLC 0.93% 525,873 $9.0M
21 Capital CS Group, LLC 0.92% 26,267 $449K
22 Cornerstone Advisory, LLC 0.92% 568,664 $9.7M
23 Benchmark Financial, LLC 0.91% 59,542 $1.0M
24 Thomas J. Herzfeld Advisors, Inc. 0.90% 154,860 $2.6M
25 Wealthstar Advisors, LLC 0.87% 108,997 $1.9M
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?

More buyers than sellers — 67% buying: Last quarter: 234 funds were net buyers (61 opened a brand new position + 173 added to an existing one). Only 117 were sellers (80 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PDI holders?

Elite ownership — 46% AUM from top-100 funds: 18 of 366 holders are among the 100 largest funds by AUM, controlling 46% 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?

51% of holders stayed for 2+ years: 186 out of 366 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.

Is it too late to buy Pimco Dynamic Income Fd (PDI) following the 2026 Q1 hedge fund 13F filings?

As of today, PDI has moved -3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -8.9%. Since the quarter end (March 31, 2026), PDI has gained -4.5% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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