PDI icon

PIMCO Dynamic Income Fund

219 hedge funds and large institutions have $733M invested in PIMCO Dynamic Income Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
95
Reduced
68
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K
FPFS
177
First Personal Financial Services
North Carolina
$71K +$1.6K +83 +2%
BWL
178
Bogart Wealth LLC
Virginia
$65K
HIA
179
Harbor Investment Advisory
Maryland
$63K +$116 +6 +0.2%
LWCFA
180
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
CFGS
181
Concourse Financial Group Securities
Alabama
$48K +$26.5K +1,360 +124%
FWM
182
Focused Wealth Management
New York
$44K +$834 +43 +2%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$42K
CMP
184
Coston McIsaac & Partners
Maine
$33K +$643 +34 +2%
CWC
185
Carolinas Wealth Consulting
North Carolina
$29K +$29K +1,501 New
GI
186
Gradient Investments
Minnesota
$28K
WB
187
Webster Bank
Connecticut
$28K
CT
188
Cambridge Trust
Massachusetts
$24K
HGERS
189
Householder Group Estate & Retirement Specialist
Arizona
$24K +$24K +1,276 New
PFP
190
Pinnacle Financial Partners
Tennessee
$22K
US Bancorp
191
US Bancorp
Minnesota
$18K -$5.38K -279 -23%
TF
192
Tompkins Financial
New York
$18K
AF
193
Advisornet Financial
Minnesota
$17K +$512 +26 +3%
TAM
194
Tucker Asset Management
Colorado
$16.5K +$16.5K +830 New
SAM
195
Strategic Asset Management
Minnesota
$16K
First Manhattan
196
First Manhattan
New York
$15K
SIS
197
Sound Income Strategies
Florida
$15K +$15K +750 New
HNB
198
Huntington National Bank
Ohio
$14K
WT
199
Whittier Trust
California
$14K +$14K +736 New
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$13K