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PIMCO Dynamic Income Fund

269 hedge funds and large institutions have $818M invested in PIMCO Dynamic Income Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
113
Reduced
69
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACP
101
Arcus Capital Partners
Georgia
$817K 43,426 -11,990 -22%
PTC
102
Private Trust Company
Ohio
$813K 43,234 +1,389 +3%
HIP
103
HUB Investment Partners
Texas
$812K 43,153 -1,377 -3%
Lido Advisors
104
Lido Advisors
California
$773K 40,642 +2,716 +7%
GA
105
Gateway Advisory
New Jersey
$772K 41,021 +1,234 +3%
NW
106
NewEdge Wealth
Pennsylvania
$727K 38,625 -2,479 -6%
Cerity Partners
107
Cerity Partners
New York
$723K 38,457 -759 -2%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$716K 38,083 -1,827 -5%
ASFA
109
All Season Financial Advisors
Colorado
$708K 37,653 +8,502 +29%
EGA
110
E&G Advisors
Texas
$695K 36,939
SIC
111
Samalin Investment Counsel
New York
$690K 36,690 +577 +2%
OWA
112
Outlook Wealth Advisors
Texas
$664K 35,282 +35,282 New
AWA
113
Arete Wealth Advisors
Illinois
$662K 35,198 +387 +1%
SPC
114
Sigma Planning Corp
Michigan
$626K 33,280 -1,010 -3%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$586K 31,158 -402 -1%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$577K 30,654 -13,576 -31%
SCA
117
Snowden Capital Advisors
New York
$565K 29,687 +1,265 +4%
CAC
118
Certified Advisory Corp
Florida
$558K 29,661 +378 +1%
TC
119
TownSquare Capital
Utah
$557K 29,612 -169 -0.6%
SPIA
120
Steward Partners Investment Advisory
New York
$548K 29,155 -6,388 -18%
DADC
121
D.A. Davidson & Co
Montana
$538K 28,589 -2,577 -8%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$530K 27,680 -3,496 -11%
SWM
123
Spire Wealth Management
Virginia
$529K 28,149 -13,053 -32%
EWA
124
EP Wealth Advisors
California
$523K 27,781 -3,934 -12%
ACA
125
Aptus Capital Advisors
Alabama
$515K 27,398 +1,632 +6%