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PIMCO Dynamic Income Fund

77 hedge funds and large institutions have $242M invested in PIMCO Dynamic Income Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
29
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NPC
51
National Planning Corporation
California
$239K +$239K +7,954 New
PMFA
52
Plante Moran Financial Advisors
Michigan
$232K
RFC
53
Regions Financial Corp
Alabama
$215K
HNB
54
Huntington National Bank
Ohio
$162K +$162K +5,284 New
NFG
55
Next Financial Group
Texas
$142K -$435K -14,112 -75%
BRWM
56
B. Riley Wealth Management
Tennessee
$137K -$26.8K -874 -16%
AIG
57
American International Group
New York
$129K -$5.01K -163 -4%
JWM
58
Jacobus Wealth Management
Wisconsin
$112K
MFS
59
MSI Financial Services
Massachusetts
$112K +$13.3K +431 +13%
SF
60
Synovus Financial
Georgia
$99K +$99K +3,209 New
FBT
61
Founders Bank & Trust
Michigan
$82K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$76K
Creative Planning
63
Creative Planning
Kansas
$74K +$6.12K +200 +9%
MMG
64
Monetary Management Group
Missouri
$66K
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$63K +$35.5K +1,159 +129%
Canada Life
66
Canada Life
Manitoba, Canada
$61K -$58K -1,900 -49%
SIG
67
Stanford Investment Group
California
$61K +$61K +2,000 New
FANJ
68
Financial Architects (New Jersey)
New Jersey
$58K
W
69
Wealthfront
California
$52K +$52K +1,700 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$45K
FWM
71
Focused Wealth Management
New York
$15K
CB
72
Community Bank
New York
$15K +$15K +500 New
GWA
73
Genesis Wealth Advisors
Massachusetts
$14K +$14K +469 New
WA
74
WFG Advisors
Texas
$6K +$6K +200 New
BIM
75
BlackRock Investment Management
Delaware
$5K +$5K +171 New