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PIMCO Dynamic Income Fund

257 hedge funds and large institutions have $908M invested in PIMCO Dynamic Income Fund in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
93
Reduced
92
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFT
226
Moisand Fitzgerald Tamayo
Florida
$33K
OLVIG
227
Oliver Lagore Vanvalin Investment Group
Michigan
$30.5K
VWM
228
Venturi Wealth Management
Texas
$29.6K
PA
229
PSI Advisors
Florida
$28.8K +$25.1K +1,401 +677%
AA
230
AlphaMark Advisors
Kentucky
$27K +$985 +54 +4%
WB
231
Webster Bank
Connecticut
$26.2K
GI
232
Gradient Investments
Minnesota
$26K
SIS
233
Sound Income Strategies
Florida
$23.4K +$520 +29 +2%
CSC
234
Caldwell Sutter Capital
California
$23.1K
HGERS
235
Householder Group Estate & Retirement Specialist
Arizona
$22K
LFG
236
Larson Financial Group
Missouri
$21.5K +$12.6K +700 +140%
AF
237
Advisornet Financial
Minnesota
$18.5K +$664 +37 +4%
BWM
238
Baystate Wealth Management
Massachusetts
$18K +$18K +1,001 New
TF
239
Tompkins Financial
New York
$16.7K
HGA
240
Hobbs Group Advisors
South Carolina
$14.7K +$14.7K +818 New
BI
241
Bramshill Investments
Florida
$10.8K
UB
242
UMB Bank
Missouri
$8.98K
CT
243
Cambridge Trust
Massachusetts
$8.92K -$8.4K -468 -48%
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.8K
NB
245
NBT Bank
New York
$8.74K +$8.74K +487 New
FMP
246
Financial Management Professionals
Texas
$7K
SL
247
Salomon & Ludwin
Virginia
$6.08K
ECM
248
Estabrook Capital Management
New York
$5.87K
SWC
249
Spectrum Wealth Counsel
Indiana
$5.39K +$5.39K +300 New
JPMorgan Chase & Co
250
JPMorgan Chase & Co
New York
$5.22K -$662K -36,869 -99%