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PIMCO Dynamic Income Fund

112 hedge funds and large institutions have $240M invested in PIMCO Dynamic Income Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
34
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GRP
76
Global Retirement Partners
California
$259K 10,206 +266 +3%
GWSG
77
GPS Wealth Strategies Group
Colorado
$234K 9,210 +9,210 New
Creative Planning
78
Creative Planning
Kansas
$225K 8,883 -485 -5%
CPW
79
Catalyst Private Wealth
California
$209K 8,257 +8,257 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$200K 8,096 -300 -4%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$197K 7,760 +7,760 New
CFGS
82
Concourse Financial Group Securities
Alabama
$169K 6,609 +183 +3%
GWM
83
Geneos Wealth Management
Colorado
$152K 6,285 -300 -5%
BAM
84
Belpointe Asset Management
Nevada
$150K 5,914 -200 -3%
ASN
85
Advisory Services Network
Georgia
$138K 5,422 +5,422 New
HIA
86
Harbor Investment Advisory
Maryland
$133K 5,240
AWM
87
Adams Wealth Management
Utah
$119K 4,683 -5,548 -54%
BEI
88
Benjamin Edwards Inc
Missouri
$113K 4,460
SWM
89
Sugarloaf Wealth Management
Georgia
$111K 4,359 +41 +0.9%
EFSCE
90
Enterprise Financial Services Corp (EFSC)
Missouri
$102K 4,009 -17,215 -81%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$95K 3,755
JFGIW
92
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K 3,650
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$90K 3,125
FFA
94
Founders Financial Alliance
North Carolina
$87K 3,525 +3,525 New
ST
95
Smithfield Trust
Pennsylvania
$71K 2,800
US Bancorp
96
US Bancorp
Minnesota
$59K 2,325
AF
97
Advisornet Financial
Minnesota
$56K 2,213 +45 +2%
LGWM
98
Litman Gregory Wealth Management
California
$51K 2,000
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$38K 1,503 -1,601 -52%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$37K 1,494 -855 -36%