Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Dynamic Income Fd (PDI)

371 + 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
↑ +6
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — PDI

Based on 373 hedge funds · latest filing: 2026 Q2 · 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
373 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 — +16% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

217 buying142 selling
Last quarter: 217 funds were net buyers (48 opened a brand new position + 169 added to an existing one). Only 142 were sellers (100 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 59 → 62 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 22% new
192 out of 373 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.
➡️

Steady discovery — ~48 new funds/quarter

40 → 41 → 59 → 62 → 48 new funds/Q
New funds entering each quarter: 41 → 59 → 62 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 373 holders: 211 (57%) are 2+ year veterans, 64 entered 1–2 years ago, and 98 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
18 of 372 holders are among the 100 largest funds by AUM, controlling 44% 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 Q2, 217 hedge funds were net buyers of PDI (48 opened a new position, 169 added to an existing one), while 142 reduced or exited (100 trimmed, 42 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in PDI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 373.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 5 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: PDI
371 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 371 367 1.09%
13F Shares 71M 65M 9.45%
Total Value $1.13B $1.06B 6.49%
New Positions 48 62 -14
Increased Positions 169 173 -4
Closed Positions 43 39 +4
Reduced Positions 99 80 +19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDI

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Institutional Holders (2026 Q2)

371 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Estate Planners Group, LLC 10.30% 1,363,819 $22.8M
2 Mission Hills Financial Advisory, LLC 5.51% 751,235 $12.5M
3 Allium Financial Advisors, LLC 4.06% 371,490 $6.2M
4 Noble Wealth Management PBC 4.02% 537,557 $9.0M
5 Wealth Care LLC 3.38% 249,620 $4.2M
6 Smith Asset Management Co., LLC 2.11% 160,826 $2.7M
7 Sentinel Advisory Group, LLC 2.09% 306,398 $5.1M
8 Thomas J. Herzfeld Advisors, Inc. 1.99% 388,727 $6.5M
9 Meadowbrook Wealth Management, LLC 1.99% 110,570 $1.8M
10 LifeWealth Investments, LLC 1.62% 362,648 $6.1M
11 Elm3 Financial Group, LLC 1.47% 128,874 $2.2M
12 Retirement Planning Group, LLC / Ny 1.46% 158,117 $2.7M
13 Beta Wealth Group, Inc. 1.40% 224,187 $3.7M
14 Catawba River Capital 1.37% 182,885 $3.1M
15 Quarry Hill Advisors, LLC 1.27% 198,527 $3.3M
16 Wagner Wealth Management, LLC 1.16% 374,835 $6.3M
17 Significant Wealth Partners LLC 1.11% 61,593 $1.0M
18 Logan Stone Capital, LLC 1.00% 284,734 $4.8M
19 Anchor Capital Management Group Inc 0.97% 84,300 $1.4M
20 Flagship Private Wealth, LLC 0.94% 158,534 $2.6M
21 Essential Investment Partners LLC 0.93% 55,993 $992K
22 PFG Investments, LLC 0.93% 1,438,078 $24.0M
23 White Knight Strategic Wealth Advisors, LLC 0.85% 72,817 $1.2M
24 Icon Advisers Inc/Co 0.84% 268,890 $4.5M
25 Bensler, LLC 0.84% 566,940 $9.5M
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 — 60% buying: Last quarter: 217 funds were net buyers (48 opened a brand new position + 169 added to an existing one). Only 142 were sellers (100 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PDI holders?

Elite ownership — 44% AUM from top-100 funds: 18 of 372 holders are among the 100 largest funds by AUM, controlling 44% 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: 192 out of 373 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.

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