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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 Holding Trade Value Shares
Change
Shares
Change %
BHPW
151
Beverly Hills Private Wealth
California
$335K +$1.86K +99 +0.6%
TCA
152
Transcend Capital Advisors
New Jersey
$332K -$54.5K -2,900 -14%
CPIG
153
Chicago Partners Investment Group
Illinois
$331K +$49.9K +2,634 +18%
KA
154
Kovack Advisors
Florida
$328K +$24.1K +1,283 +8%
CWM
155
Cornerstone Wealth Management
Missouri
$327K +$70K +3,723 +27%
MWM
156
Melfa Wealth Management
Massachusetts
$322K
MA
157
Mutual Advisors
Nebraska
$320K +$109K +5,720 +51%
HCM
158
Hollencrest Capital Management
California
$320K +$658 +35 +0.2%
IAS
159
Insigneo Advisory Services
Florida
$315K +$315K +16,820 New
SI
160
Stephens Inc
Arkansas
$315K -$17.4K -927 -5%
QPW
161
Quantum Private Wealth
Florida
$306K +$263 +14 +0.1%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$304K -$102K -5,401 -25%
IAIM
163
International Assets Investment Management
Florida
$302K +$7.05K +375 +2%
OIA
164
OneDigital Investment Advisors
Kansas
$296K +$11.1K +589 +4%
SSC
165
Syverson Strege & Co
Iowa
$295K +$6.28K +334 +2%
HI
166
Harbour Investments
Wisconsin
$292K
MAM
167
MWA Asset Management
Massachusetts
$292K +$32.2K +1,710 +12%
Ameriprise
168
Ameriprise
Minnesota
$290K +$290K +15,411 New
FA
169
Financial Alternatives
California
$288K -$36.7K -1,952 -11%
PVM
170
Palogic Value Management
Texas
$282K
CCG
171
Capital CS Group
California
$280K +$9.42K +501 +3%
XT
172
XTX Topco
Cayman Islands
$279K -$278K -14,780 -50%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$278K +$3.06K +160 +1%
TA
174
TPG Advisors
Illinois
$264K +$264K +14,051 New
UAG
175
United Advisor Group
Ohio
$264K +$264K +14,047 New