PDI icon

PIMCO Dynamic Income Fund

136 hedge funds and large institutions have $261M invested in PIMCO Dynamic Income Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 8 closing their positions.

Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
33
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$26K 1,000
EP
127
Eudaimonia Partners
Tennessee
$23K 860
ACM
128
AUA Capital Management
Pennsylvania
$19K 700
PFO
129
Pathstone Family Office
New Jersey
$15K 550 +550 New
NFSG
130
Newbridge Financial Services Group
Florida
$11K 435 +5 +1%
FMP
131
Financial Management Professionals
Texas
$5K 200
AAM
132
Advisors Asset Management
Colorado
$5K 205
WEC
133
Winslow Evans & Crocker
Massachusetts
$4K 150
D
134
Diversified
Delaware
$3K 101 +101 New
PGWM
135
Parisi Gray Wealth Management
New Jersey
-76,077 Closed
AAS
136
Avantax Advisory Services
Texas
-36,435 Closed
5L
137
55I LLC
Massachusetts
-28,475 Closed
CPW
138
Catalyst Private Wealth
California
-8,257 Closed
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
-7,760 Closed
AWM
140
Adams Wealth Management
Utah
-4,683 Closed
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
$0 9 -4,000 -100%
FFA
142
Founders Financial Alliance
North Carolina
-3,525 Closed
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
-800 Closed
Fidelity Investments
144
Fidelity Investments
Massachusetts
$0 4 +4 New