PDI icon

PIMCO Dynamic Income Fund

119 hedge funds and large institutions have $249M invested in PIMCO Dynamic Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
55
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$244K -$1.14M -34,989 -82%
AWM
77
Affinity Wealth Management
Delaware
$241K +$241K +7,400 New
SWP
78
Stratos Wealth Partners
Ohio
$241K +$241K +7,400 New
GLA
79
Good Life Advisors
Pennsylvania
$230K
AWA
80
Arete Wealth Advisors
Illinois
$226K +$226K +6,943 New
Comerica Bank
81
Comerica Bank
Texas
$224K -$1.58K -48 -0.7%
SCA
82
Snowden Capital Advisors
New York
$210K +$4.23K +130 +2%
LA
83
LVW Advisors
New York
$209K -$1.95K -60 -0.9%
FFN
84
Focus Financial Network
Minnesota
$201K +$201K +6,139 New
APA
85
American Portfolios Advisors
New York
$181K -$5.11K -157 -3%
BAM
86
Belpointe Asset Management
Nevada
$155K +$45.8K +1,400 +42%
RCAG
87
Rehmann Capital Advisory Group
Michigan
$124K +$2.64K +81 +2%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$119K
GWM
89
Geneos Wealth Management
Colorado
$119K +$9.69K +300 +9%
BEI
90
Benjamin Edwards Inc
Missouri
$109K
ST
91
Smithfield Trust
Pennsylvania
$91K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$90K
QCIG
93
Quad-Cities Investment Group
Iowa
$88K -$19.5K -601 -18%
HCM
94
Hilton Capital Management
New York
$79K
US Bancorp
95
US Bancorp
Minnesota
$76K +$16.3K +500 +27%
LGWM
96
Litman Gregory Wealth Management
California
$65K
PCG
97
Private Capital Group
Connecticut
$62K +$62K +1,888 New
SB
98
Strategic Blueprint
Georgia
$59K +$59K +1,800 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$57K
AIC
100
Ameritas Investment Company
Nebraska
$50K +$50K +1,535 New