PDI icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
XT
126
XTX Topco
Cayman Islands
$571K +$571K +29,597 New
CAC
127
Certified Advisory Corp
Florida
$565K -$64.1K -3,325 -10%
ASFA
128
All Season Financial Advisors
Colorado
$562K +$38.1K +1,976 +7%
SCA
129
Snowden Capital Advisors
New York
$556K +$556K +28,422 New
QHA
130
Quarry Hill Advisors
Minnesota
$546K +$18.7K +968 +4%
ACP
131
Aviance Capital Partners
Florida
$513K -$38.8K -2,013 -7%
CFG
132
Cooper Financial Group
California
$506K
ACA
133
Aptus Capital Advisors
Alabama
$497K +$55K +2,853 +12%
SCA
134
Sage Capital Advisors
South Dakota
$489K +$13.7K +710 +3%
GFG
135
Goldstone Financial Group
Illinois
$488K +$106K +5,494 +28%
AFG
136
Atomi Financial Group
New York
$478K -$13.8K -716 -3%
BWM
137
Bulltick Wealth Management
Florida
$475K -$40K -2,050 -8%
AA
138
ACT Advisors
North Carolina
$439K -$399K -20,662 -48%
NHC
139
Nicholas Hoffman & Company
Georgia
$435K -$75.7K -3,926 -15%
AWM
140
Axxcess Wealth Management
California
$428K +$428K +22,185 New
Bank of New York Mellon
141
Bank of New York Mellon
New York
$416K +$50.9K +2,639 +14%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$409K +$89K +4,617 +28%
MC
143
Mathes Company
New York
$406K -$21.5K -1,118 -5%
TCA
144
Transcend Capital Advisors
New Jersey
$396K +$23.6K +1,225 +6%
EH
145
Equitable Holdings
New York
$388K +$109K +5,662 +39%
GWP
146
Gateway Wealth Partners
Wisconsin
$378K -$38.4K -1,992 -9%
MC
147
Moors & Cabot
Massachusetts
$378K +$59.4K +3,079 +19%
HIA
148
Harbor Investment Advisory
Maryland
$377K -$193 -10 -0.1%
WLPWM
149
Walled Lake Planning & Wealth Management
Illinois
$371K +$102K +5,312 +38%
CW
150
CreativeOne Wealth
Kansas
$361K +$361K +18,694 New