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PIMCO Dynamic Income Fund

124 hedge funds and large institutions have $266M invested in PIMCO Dynamic Income Fund in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
59
Reduced
17
Closed
15
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
76
Spreng Capital Management
Ohio
$340K +$340K +10,486 New
5L
77
55I LLC
Massachusetts
$331K -$67.5K -2,078 -17%
RIA
78
Regal Investment Advisors
Michigan
$331K +$9.73K +300 +3%
RWB
79
RMR Wealth Builders
New Jersey
$288K +$288K +8,872 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$278K +$34.8K +1,070 +14%
MAFM
81
Mid Atlantic Financial Management
Pennsylvania
$263K -$90.9K -2,800 -26%
KOMWMG
82
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$260K +8,011 New
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$252K +$252K +7,760 New
CFGS
84
Concourse Financial Group Securities
Alabama
$249K +$228K +7,007 +1,114%
AAS
85
Avantax Advisory Services
Texas
$249K +$249K +7,624 New
Citadel Advisors
86
Citadel Advisors
Florida
$242K +$242K +7,461 New
AWM
87
Affinity Wealth Management
Delaware
$240K
ACP
88
Aviance Capital Partners
Florida
$236K -$779K -23,994 -77%
I2I
89
Insight 2811 Inc
Illinois
$229K +$229K +7,044 New
GLA
90
Good Life Advisors
Pennsylvania
$228K
SCP
91
Shorepoint Capital Partners
Massachusetts
$227K -$64.9K -2,000 -22%
Comerica Bank
92
Comerica Bank
Texas
$225K
SCA
93
Snowden Capital Advisors
New York
$216K +$6.85K +211 +3%
FIA
94
FNY Investment Advisers
New York
$215K +$198K +6,130 +1,188%
HIA
95
Harbor Investment Advisory
Maryland
$202K +$202K +6,240 New
FFN
96
Focus Financial Network
Minnesota
$202K +$1.05K +32 +0.5%
FWM
97
FSA Wealth Management
Massachusetts
$149K +$149K +4,590 New
SWM
98
Sugarloaf Wealth Management
Georgia
$138K +$138K +4,245 New
GWM
99
Geneos Wealth Management
Colorado
$120K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$119K