PDI icon

PIMCO Dynamic Income Fund

109 hedge funds and large institutions have $231M invested in PIMCO Dynamic Income Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
109
Holders Change
-9
Holders Change %
-7.63%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
10
Increased
37
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWM
76
EPG Wealth Management
Georgia
$260K 10,503 -3,709 -26%
RIA
77
Regal Investment Advisors
Michigan
$256K 10,358 +10,358 New
AWM
78
Adams Wealth Management
Utah
$253K 10,231 -1,702 -14%
GRP
79
Global Retirement Partners
California
$246K 9,940 -4,913 -33%
Comerica Bank
80
Comerica Bank
Texas
$240K 9,650 +78 +0.8%
Creative Planning
81
Creative Planning
Kansas
$232K 9,368 +15 +0.2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$207K 8,396 -3,000 -26%
GWM
83
Geneos Wealth Management
Colorado
$160K 6,585 -1,100 -14%
CFGS
84
Concourse Financial Group Securities
Alabama
$160K 6,426 -473 -7%
BAM
85
Belpointe Asset Management
Nevada
$151K 6,114 +6,114 New
HIA
86
Harbor Investment Advisory
Maryland
$130K 5,240 -1,000 -16%
FWM
87
FSA Wealth Management
Massachusetts
$113K 4,590
BEI
88
Benjamin Edwards Inc
Missouri
$110K 4,460
SWM
89
Sugarloaf Wealth Management
Georgia
$107K 4,318 +43 +1%
EWM
90
Edge Wealth Management
New York
$101K 4,085
RWB
91
RMR Wealth Builders
New Jersey
$99K 3,990 +3,990 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$93K 3,755 +1,000 +36%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$90K 3,125
JFGIW
94
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K 3,650 +3,650 New
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$77K 3,104
ST
96
Smithfield Trust
Pennsylvania
$69K 2,800
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$58K 2,349 -8,025 -77%
US Bancorp
98
US Bancorp
Minnesota
$57K 2,325
AF
99
Advisornet Financial
Minnesota
$54K 2,168 +43 +2%
LGWM
100
Litman Gregory Wealth Management
California
$49K 2,000