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PIMCO Dynamic Income Fund

118 hedge funds and large institutions have $208M invested in PIMCO Dynamic Income Fund in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 21 closing their positions.

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
50
Reduced
31
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$239K +$59.6K +2,841 +33%
BWM
77
BCS Wealth Management
Tennessee
$237K +$237K +10,737 New
BRWA
78
B. Riley Wealth Advisors
Florida
$236K -$85.4K -3,857 -27%
GSWM
79
Golden State Wealth Management
California
$235K +$235K +10,638 New
SCM
80
Spreng Capital Management
Ohio
$234K +$1.93K +87 +0.8%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$229K -$73.4K -3,327 -24%
Comerica Bank
82
Comerica Bank
Texas
$222K +$63.9K +2,755 +40%
PA
83
Paragon Advisors
Texas
$219K +$219K +9,922 New
AWM
84
Affinity Wealth Management
Delaware
$208K +$37K +1,600 +22%
Creative Planning
85
Creative Planning
Kansas
$207K -$47.2K -2,131 -19%
SXL
86
Summit X LLC
Missouri
$204K +$204K +9,269 New
GWM
87
Geneos Wealth Management
Colorado
$177K +$92.1K +4,000 +109%
CFGS
88
Concourse Financial Group Securities
Alabama
$154K -$16.5K -737 -10%
CAN
89
Claraphi Advisory Network
United States
$145K -$182K -8,254 -56%
HIA
90
Harbor Investment Advisory
Maryland
$138K
FWM
91
FSA Wealth Management
Massachusetts
$101K
BEI
92
Benjamin Edwards Inc
Missouri
$99K +$24.3K +1,095 +33%
SWM
93
Sugarloaf Wealth Management
Georgia
$94K +$660 +30 +0.7%
EWM
94
Edge Wealth Management
New York
$91K +$66.8K +3,000 +276%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$90K
ASN
96
Advisory Services Network
Georgia
$89K +$59.7K +2,699 +204%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$69K -$12.2K -550 -15%
ST
98
Smithfield Trust
Pennsylvania
$62K
BFEC
99
Benjamin F. Edwards & Company
Missouri
$61K +$22.1K +1,000 +57%
AWA
100
Arkadios Wealth Advisors
Georgia
$56.7K