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PIMCO Dynamic Income Fund

236 hedge funds and large institutions have $691M invested in PIMCO Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
106
Reduced
63
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PVM
126
Palogic Value Management
Texas
$400K
QPW
127
Quantum Private Wealth
Florida
$387K
KWA
128
Kellett Wealth Advisors
Ohio
$386K -$41.2K -2,287 -10%
RIG
129
Ramiah Investment Group
Wisconsin
$383K +$20.4K +1,133 +6%
MFG
130
Magnus Financial Group
New York
$381K
BHPW
131
Beverly Hills Private Wealth
California
$375K +$4.6K +255 +1%
FFWM
132
Future Financial Wealth Management
Ohio
$374K +$374K +20,686 New
First Trust Advisors
133
First Trust Advisors
Illinois
$374K -$1.58M -87,751 -81%
FFN
134
Focus Financial Network
Minnesota
$364K +$364K +19,985 New
MA
135
Mutual Advisors
Nebraska
$359K +$51.8K +2,873 +17%
LFAS
136
Level Four Advisory Services
Texas
$354K +$144K +7,967 +68%
QHA
137
Quarry Hill Advisors
Minnesota
$338K +$140K +7,760 +71%
Millennium Management
138
Millennium Management
New York
$334K +$334K +18,526 New
BAM
139
Belpointe Asset Management
Nevada
$334K +$87.8K +4,874 +36%
HCM
140
Hollencrest Capital Management
California
$334K +$9.1K +505 +3%
MWM
141
Melfa Wealth Management
Massachusetts
$318K -$2.65K -147 -0.8%
SWM
142
SeaCrest Wealth Management
New York
$317K +$9.01K +500 +3%
SI
143
Stephens Inc
Arkansas
$313K +$1.05K +58 +0.3%
KA
144
Kovack Advisors
Florida
$307K +$33.9K +1,879 +12%
FM
145
Family Management
New York
$306K +$306K +17,000 New
HI
146
Harbour Investments
Wisconsin
$303K +$142K +7,873 +88%
BPA
147
Beacon Pointe Advisors
California
$295K +$18.2K +1,012 +7%
KWM
148
Kingsview Wealth Management
Oregon
$287K +$92.6K +5,139 +48%
AC
149
Avestar Capital
New York
$282K -$37.3K -2,046 -12%
State Farm Mutual Automobile Insurance
150
State Farm Mutual Automobile Insurance
Illinois
$270K