PIMCO Dynamic Income Fund(PDI)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

PDI
Snapshot
Info
Exchange
XNYS
Market Cap
$7.2B

PIMCO Dynamic Income Fund is a United States-based closed-end management investment company. The fund's investment objective is utilizing a dynamic asset allocation among multiple fixed income sectors in the international credit markets, including corporate debt (including, among other things, fixed-, variable- and floating-rate bonds, loans, mortgage-related and other asset-backed securities, government and sovereign debt, taxable municipal bonds and other fixed- variable- and floating-rate income-producing securities of U.S. and foreign issuers, including emerging market issuers.

Summary
composite
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +2.30% 6
Feb -1.47% 6
Mar -2.50% 6
Apr -2.30% 6
May -0.93% 6
Jun -1.78% 6
Jul -0.46% 6
Aug -1.91% 6
Sep -2.79% 6
Oct -3.04% 5
Nov -1.01% 5
Dec -2.69% 5
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $15.46
SMA 50: $15.98
SMA 200: $17.18
Current: $15.33
EMA 12: $15.35
EMA 26: $15.56
MACD: -0.2049 | Signal: 0.0252
BEARISH
ADX (14): 38.41
TREND
+DI: 15.45
−DI: 30.57

Momentum Oscillators

RSI (14): 41.85
NEUTRAL
Stoch %K: 53.61
Stoch %D: 41.85
Williams %R: -34.78

Volume & Volatility

BB Upper: $16.14
BB Lower: $14.77
NEUTRAL
OBV: 48,624,980
Vol SMA 20: 3,895,654
Vol ROC: -56.33%
ATR: $0.20
True Range: $0.10
HV 20: 15.5%
HV 30: 15.3%
HV 60: 13.3%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-09T00:00:00 – 2026-09-04T00:00:00
AI Analysis

LLM Stock Analysis Report: PDI

Executive Summary:

Overall Assessment: NEUTRAL with confidence level 6/10

Key Drivers: Strong technical support, low volatility, and recent news headlines highlighting neutral sentiment.

Primary Risks: Potential for a short-term pullback if the stock fails to break above the upper Bollinger Band or if earnings miss expectations.

Investment Thesis:

PDI presents an attractive investment opportunity with its strong technical support and low volatility. The stock's neutral sentiment is supported by recent news headlines, suggesting a stable price environment. However, there are potential risks to consider, such as a short-term pullback or earnings misses.

Recent News Sentiment Impact: Neutral sentiment headlines dominate the recent news landscape, contributing to the overall neutrality of the analysis.

Technical Analysis:

Trend Direction: Short-term trend is sideways, Medium-term trend is neutral, and Long-term trend is bullish.

Support/Resistance Levels:

  • Lower Bollinger Band: $14.77
  • Middle Band: $15.46
  • Upper Bollinger Band: $16.14

Momentum Signals:

  • RSI interpretation: Neutral (41.85)
  • MACD signal: Bearish (MACD -0.20, Signal 0.03, Histogram -0.23)
  • Bollinger Bands position: Neutral (price between middle and upper bands)

Volume Analysis: Low volume trend suggests institutional interest is low.

News & Sentiment Analysis:

Recent Headlines Summary: All recent headlines are neutral in sentiment, suggesting a stable market environment.

Sentiment Assessment: Neutral news headlines dominate the recent news landscape, contributing to an overall neutral sentiment assessment.

Catalyst Identification: No significant catalysts or events identified that could impact the stock's price movement.

Risk & Volatility Assessment:

Beta Interpretation: Low beta (0.39) indicates low risk relative to market.

Volatility Regime: Low volatility regime suggests a stable market environment.

Options Market Signals: No options data available for analysis.

Downside Protection: Support levels at $14.77 and $15.46 provide some downside protection.

Market Context & Positioning:

Sector Performance: PDI's sector (Finance) is performing relatively well, but not exceptionally strong.

Institutional Activity: Low institutional interest suggests a lack of significant buying or selling pressure.

Correlation Analysis: PDI has a low correlation with market indices, suggesting some independence from broader market trends.

Relative Valuation: PDI appears to be trading within its normal trading range, neither extremely overvalued nor undervalued.

Key Levels & Action Items:

  • Critical Price Levels: Support at $14.77 and $15.46, Resistance at $16.14
  • Breakout/Breakdown Levels: Upper Bollinger Band ($16.14) could trigger a short-term breakout or breakdown.
  • Time-Sensitive Catalysts: No significant earnings dates or events identified for the near term.

Risk Management: Consider using stop-loss levels around $15.30 and position sizing based on market conditions.

Generated
News
Options Activity
Loading options activity...
Spread Scanner GPU

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
pts EXTREME
ATM — / Wing —
30 DTE / 10d
pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.39
Correlation (SPY)
37.2%
0.14
Ann. Volatility
13.3%
SPY Volatility
12.8%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

388 filers71,731,111 shares$1.14B value
# Filer Shares Value % of Total % of Float Period
1 MORGAN STANLEY Custodian 13,979,935 $233.46M 20.48% 2026-06-30
2 LPL Financial LLC Custodian 5,545,160 $92.60M 8.12% 2026-06-30
3 BANK OF AMERICA CORP /DE/ Custodian 3,010,801 $50.28M 4.41% 2026-06-30
4 Cetera Investment Advisers Custodian 2,178,984 $36.39M 3.19% 2026-06-30
5 OSAIC HOLDINGS, INC. Custodian 1,829,861 $30.56M 2.68% 2026-06-30
6 UBS Group AG Custodian 1,750,310 $29.23M 2.56% 2026-06-30
7 WELLS FARGO & COMPANY/MN Custodian 1,593,259 $27.26M 2.39% 2026-03-31
8 RAYMOND JAMES FINANCIAL INC Custodian 1,585,101 $26.47M 2.32% 2026-06-30
9 J.W. COLE ADVISORS, INC. 1,510,792 $25.23M 2.21% 2026-06-30
10 ROYAL BANK OF CANADA Custodian 1,455,710 $24.31M 2.13% 2026-06-30
11 PFG Investments, LLC 1,438,078 $24.02M 2.11% 2026-06-30
12 TD Waterhouse Canada Inc. 1,385,039 $23.16M 2.03% 2026-06-30
13 Estate Planners Group, LLC 1,363,819 $22.78M 2.00% 2026-06-30
14 Cerity Partners LLC Custodian 985,250 $16.45M 1.44% 2026-06-30
15 Cyndeo Wealth Partners, LLC 927,452 $15.49M 1.36% 2026-06-30
16 ENVESTNET ASSET MANAGEMENT INC 839,521 $14.02M 1.23% 2026-06-30
17 Mission Hills Financial Advisory, LLC 751,235 $12.55M 1.10% 2026-06-30
18 INDEPENDENT FINANCIAL GROUP, LLC 717,418 $11.98M 1.05% 2026-06-30
19 Private Advisor Group, LLC 713,369 $11.91M 1.04% 2026-06-30
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 651,048 $10.87M 0.95% 2026-06-30
21 GUGGENHEIM CAPITAL LLC 608,146 $10.16M 0.89% 2026-06-30
22 COMMONWEALTH EQUITY SERVICES, LLC 604,754 $10.10M 0.89% 2026-06-30
23 Bensler, LLC 566,940 $9.47M 0.83% 2026-06-30
24 Noble Wealth Management PBC 537,557 $8.98M 0.79% 2026-06-30
25 Cornerstone Advisory, LLC 501,259 $8.37M 0.73% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period
Insider Activity
Latest: 2026-07-17
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-17 THIBAULT CHRISTIAN STRACKE Buy (P) +100,000 $16.40 $1.64M EDGAR
2023-03-24 DAVID NICHOLS FISHER III Director Buy (P) +7,376 $18.18 $134.1K EDGAR
2022-12-22 THIBAULT CHRISTIAN STRACKE Buy (P) +6,000 $18.98 $113.9K EDGAR
2022-05-19 THIBAULT CHRISTIAN STRACKE Buy (P) +7,500 $21.34 $160.0K EDGAR
2022-03-14 THIBAULT CHRISTIAN STRACKE Buy (P) +6,000 $22.78 $136.7K EDGAR
2022-02-08 THIBAULT CHRISTIAN STRACKE Buy (P) +6,000 $25.14 $150.9K EDGAR
2021-12-15 THIBAULT CHRISTIAN STRACKE Award (A) +34,577 EDGAR
2021-12-15 CRAIG A DAWSON Award (A) +66,406 EDGAR
2021-12-15 Jerome M Schneider Award (A) +2,068 EDGAR
2021-12-15 ALFRED T MURATA Award (A) +40,925 EDGAR
2021-12-15 JASON JORDAN NAGLER Assistant Treasurer Award (A) +817 EDGAR
2021-12-15 JOHN C MANEY Director Award (A) +5,831 EDGAR
2021-12-15 DAVID NICHOLS FISHER III Director Award (A) +15,370 EDGAR
2021-12-15 Deborah A DeCotis Director Award (A) +4,501 EDGAR
2021-12-15 Sarah E Cogan Director Award (A) +846 EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
21 insiders · @ $15.33
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 WILLIAM H GROSS 1,199,897 $18.39M $16.51M 23 2015-02-18
2 THIBAULT CHRISTIAN STRACKE 179,512 $2.75M $2.20M 6 2026-07-17
3 DANIEL J IVASCYN 145,990 $2.24M $8.52M 10 2021-12-15
4 Emmanuel Roman 77,758 $1.19M $0 1 2021-12-15
5 MARC P SEIDNER 68,094 $1.04M $0 1 2021-12-15
6 CRAIG A DAWSON 66,406 $1.02M $0 1 2021-12-15
7 Thomas J Otterbein 33,440 $512.6K $438.3K 5 2020-03-10
8 JONATHAN D SHORT 28,500 $436.9K $236.5K 1 2013-10-09
9 DAVID NICHOLS FISHER III Director 25,092 $384.7K $134.1K 2 2023-03-24
10 JOHN C MANEY Director 12,833 $196.7K $49.9K 4 2021-12-15
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.