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PIMCO Dynamic Income Fund

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
176
Good Life Advisors
Pennsylvania
$189K -$55.6K -2,967 -23%
WAM
177
WealthTrust Asset Management
Florida
$188K +$188K +10,014 New
HWM
178
HB Wealth Management
Georgia
$188K +$188K +10,000 New
GWSG
179
GPS Wealth Strategies Group
Colorado
$182K -$1.88K -100 -1%
OIA
180
Optimum Investment Advisors
Illinois
$180K
AWM
181
AllSquare Wealth Management
New York
$161K
GWM
182
Geneos Wealth Management
Colorado
$160K +$69.2K +3,689 +76%
CWP
183
Concord Wealth Partners
Virginia
$142K +$5.27K +281 +4%
BEI
184
Benjamin Edwards Inc
Missouri
$139K
WIM
185
Westside Investment Management
California
$135K
FCA
186
FinTrust Capital Advisors
South Carolina
$129K
CFB
187
Cullen/Frost Bankers
Texas
$126K
FIA
188
FNY Investment Advisers
New York
$105K
IA
189
IFP Advisors
Florida
$103K -$1.35K -72 -1%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$101K +$10.6K +567 +12%
S
191
SignatureFD
Georgia
$84.4K -$9.38K -500 -10%
BWL
192
Bogart Wealth LLC
Virginia
$62.9K
HNB
193
Huntington National Bank
Ohio
$61.1K
WAM
194
Worth Asset Management
Texas
$53.9K +$53.9K +2,875 New
HIA
195
Harbor Investment Advisory
Maryland
$50.9K
WOSD
196
WFA of San Diego
California
$50.4K +$50.4K +2,690 New
TRCT
197
Tower Research Capital (TRC)
New York
$48.5K +$29.7K +1,582 +157%
CFGS
198
Concourse Financial Group Securities
Alabama
$46.7K
SWM
199
Sugarloaf Wealth Management
Georgia
$44.3K
FWM
200
Focused Wealth Management
New York
$43.8K +$338 +18 +0.8%