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PIMCO Dynamic Income Fund

266 hedge funds and large institutions have $842M invested in PIMCO Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
266
Holders Change
+9
Holders Change %
+3.5%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
111
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$853K 44,230 +36,643 +483%
MHS
102
M Holdings Securities
Oregon
$846K 43,837 -6,656 -13%
JWCA
103
J.W. Cole Advisors
Florida
$810K 41,966 +14,182 +51%
PTC
104
Private Trust Company
Ohio
$807K 41,845 +18,541 +80%
SWM
105
Spire Wealth Management
Virginia
$795K 41,202 +4,461 +12%
NW
106
NewEdge Wealth
Pennsylvania
$790K 41,104 +849 +2%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$770K 39,910 -1,297 -3%
GA
108
Gateway Advisory
New Jersey
$767K 39,787 +789 +2%
SWP
109
Stratos Wealth Partners
Ohio
$766K 39,711 -207 -0.5%
Cerity Partners
110
Cerity Partners
New York
$756K 39,216 -40,834 -51%
Lido Advisors
111
Lido Advisors
California
$740K 37,926 +20 +0.1%
EGA
112
E&G Advisors
Texas
$713K 36,939 -28 -0.1%
SIC
113
Samalin Investment Counsel
New York
$697K 36,113 +1,454 +4%
SPIA
114
Steward Partners Investment Advisory
New York
$686K 35,543 +856 +2%
DS
115
DRW Securities
Illinois
$673K 34,900 +34,900 New
AWA
116
Arete Wealth Advisors
Illinois
$672K 34,811 +1,417 +4%
SPC
117
Sigma Planning Corp
Michigan
$661K 34,290 -7,964 -19%
AFP
118
Ausdal Financial Partners
Iowa
$649K 33,669 -34,418 -51%
NI
119
NCP Inc
California
$638K 33,087 +33,087 New
EWM
120
Edge Wealth Management
New York
$622K 32,257 -5,500 -15%
EWA
121
EP Wealth Advisors
California
$612K 31,715 -490 -2%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$609K 31,560 -322 -1%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$601K 31,176 +21,152 +211%
DADC
124
D.A. Davidson & Co
Montana
$601K 31,166 -5,772 -16%
TC
125
TownSquare Capital
Utah
$574K 29,781 +494 +2%