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PIMCO Dynamic Income Fund

236 hedge funds and large institutions have $691M invested in PIMCO Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
106
Reduced
63
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
226
Cape Investment Advisory
Georgia
$7.21K +$7.21K +400 New
FMP
227
Financial Management Professionals
Texas
$7K +$3.5K +200 +100%
ECM
228
Estabrook Capital Management
New York
$5.89K
MRCM
229
M&R Capital Management
New Jersey
$5.89K
PFA
230
Pathway Financial Advisers
Indiana
$4.1K +$144 +8 +4%
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$4.06K
AF
232
Allworth Financial
California
$3.71K +$108 +6 +3%
SWA
233
SOA Wealth Advisors
New York
$2.94K
GGI
234
Godsey & Gibb Inc
Virginia
$1.69K
RI
235
Ridgewood Investments
New Jersey
$1.32K +$1.32K +73 New
KFI
236
Key Financial Inc
Pennsylvania
$595
Invesco
237
Invesco
Georgia
-$30.8M -1,664,926 Closed
MCC
238
Money Concepts Capital
Florida
-$1.19M -64,475 Closed
EC
239
Elequin Capital
New York
-$604K -32,693 Closed
HWM
240
Heirloom Wealth Management
Colorado
-$531K -28,739 Closed
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
-$484K -26,189 Closed
CW
242
CreativeOne Wealth
Kansas
-$465K -25,139 Closed
WIA
243
World Investment Advisors
California
-$276K -14,760 Closed
BWM
244
BCS Wealth Management
Tennessee
-$257K -13,904 Closed
RIA
245
Regal Investment Advisors
Michigan
-$244K -13,184 Closed
M&T Bank
246
M&T Bank
New York
-$227K -12,277 Closed
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
-$209K -11,336 Closed
CS
248
Comerica Securities
Michigan
-$81.9K -4,381 Closed
FPFS
249
First Personal Financial Services
North Carolina
-$51K -2,759 Closed
LWCFA
250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$45.4K -2,455 Closed