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PIMCO Dynamic Income Fund

237 hedge funds and large institutions have $1.27B invested in PIMCO Dynamic Income Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+18
Holders Change %
+8.22%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
82
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$2.03M -$197K -10,678 -9%
First Trust Advisors
52
First Trust Advisors
Illinois
$2M -$149K -8,085 -7%
DC
53
Davenport & Co
Virginia
$2M +$29K +1,569 +1%
ACM
54
Anfield Capital Management
California
$1.94M -$219K -11,844 -10%
RG
55
Retirement Group
California
$1.89M +$1.34M +72,694 +248%
AWM
56
AE Wealth Management
Kansas
$1.86M +$307K +16,637 +20%
WWM
57
Western Wealth Management
Colorado
$1.84M -$893K -48,301 -33%
WS
58
Wedbush Securities
California
$1.83M +$39.8K +2,155 +2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.68M +$278K +15,064 +20%
WA
60
Wealthstar Advisors
Texas
$1.57M +$19.5K +1,057 +1%
BCA
61
Bay Colony Advisors
Massachusetts
$1.53M -$20.8K -1,125 -1%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.51M +$214K +11,521 +17%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.49M -$13.6K -737 -0.9%
ACP
64
Aviance Capital Partners
Florida
$1.47M -$301K -16,291 -17%
TVAMP
65
Tennessee Valley Asset Management Partners
Tennessee
$1.47M -$29.5K -1,597 -2%
VVP
66
Venture Visionary Partners
Ohio
$1.39M +$42.5K +2,301 +3%
Truist Financial
67
Truist Financial
North Carolina
$1.34M -$282K -15,261 -17%
MGWM
68
Marks Group Wealth Management
Minnesota
$1.32M +$54.6K +2,954 +4%
AA
69
ACT Advisors
North Carolina
$1.3M +$88K +4,763 +7%
Stifel Financial
70
Stifel Financial
Missouri
$1.26M -$344K -18,613 -21%
MCC
71
Money Concepts Capital
Florida
$1.19M +$1.19M +64,279 +32,795%
SWP
72
Stratos Wealth Partners
Ohio
$1.18M -$249K -13,487 -17%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$1.17M +$42.8K +2,316 +4%
SCA
74
Snowden Capital Advisors
New York
$1.15M +$196K +10,623 +21%
BWG
75
Beta Wealth Group
California
$1.09M -$113K -6,101 -9%