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PIMCO Dynamic Income Fund

250 hedge funds and large institutions have $694M invested in PIMCO Dynamic Income Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
93
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$391K +$391K +22,628 New
SIC
127
Samalin Investment Counsel
New York
$388K +$128K +7,382 +49%
FA
128
Financial Alternatives
California
$385K
SA
129
Sunesis Advisors
Kansas
$384K +$384K +22,224 New
AWM
130
Axxcess Wealth Management
California
$383K +$152K +8,824 +66%
CCG
131
Capital CS Group
California
$383K +$134K +7,775 +54%
MC
132
Mathes Company
New York
$383K -$104K -6,000 -21%
SC
133
SouthState Corp
Florida
$376K
TCA
134
Transcend Capital Advisors
New Jersey
$375K -$22.5K -1,303 -6%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$369K -$20.5K -1,185 -5%
QPW
136
Quantum Private Wealth
Florida
$365K +$207 +12 +0.1%
CF
137
Centaurus Financial
California
$361K -$40.7K -2,356 -10%
GFG
138
Goldstone Financial Group
Illinois
$357K +$111K +6,414 +45%
QHA
139
Quarry Hill Advisors
Minnesota
$357K +$20.8K +1,205 +6%
PCIA
140
Prime Capital Investment Advisors
Kansas
$342K +$50.5K +2,922 +17%
N
141
Natixis
France
$340K -$42.3K -2,450 -11%
LFAS
142
Level Four Advisory Services
Texas
$332K -$12.2K -708 -4%
BHPW
143
Beverly Hills Private Wealth
California
$327K -$37.9K -2,191 -10%
NWM
144
Northwest Wealth Management
Iowa
$316K +$316K +18,268 New
FFWM
145
Future Financial Wealth Management
Ohio
$314K +$8.26K +478 +3%
HCM
146
Hollencrest Capital Management
California
$313K -$3.68K -213 -1%
OIA
147
Optimum Investment Advisors
Illinois
$304K +$138K +8,000 +83%
SI
148
Stephens Inc
Arkansas
$302K +$1.18K +68 +0.4%
KA
149
Kovack Advisors
Florida
$301K -$13.5K -782 -4%
SG
150
StoneX Group
New York
$298K +$298K +17,108 New