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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.

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 Market Value Shares Shares
Change
Shares
Change %
BPA
176
Beacon Pointe Advisors
California
$279K 14,470 +671 +5%
CPIG
177
Chicago Partners Investment Group
Illinois
$279K 14,816 +4,707 +47%
CCG
178
Capital CS Group
California
$278K 14,411 +1,867 +15%
BWM
179
BCS Wealth Management
Tennessee
$268K 13,904
MAM
180
MWA Asset Management
Massachusetts
$266K 13,805 +2,075 +18%
CWM
181
Cornerstone Wealth Management
Missouri
$264K 13,687 +13,687 New
KPWS
182
Kestra Private Wealth Services
Texas
$259K 13,419 +30 +0.2%
VWA
183
Visionary Wealth Advisors
Illinois
$255K 13,203 +1,711 +15%
LMKC
184
L.M. Kohn & Company
Ohio
$252K 13,060 +1,000 +8%
Verition Fund Management
185
Verition Fund Management
Connecticut
$251K 13,000 +13,000 New
MFG
186
Magnus Financial Group
New York
$248K 12,852 -2,290 -15%
UCFA
187
United Capital Financial Advisors
Texas
$244K 12,652 +12,652 New
MFIM
188
Mesirow Financial Investment Management
Illinois
$240K 12,440 -39,329 -76%
CTB
189
Country Trust Bank
Illinois
$237K 12,277
CIA
190
Capital Investment Advisors
Georgia
$236K 12,248 +189 +2%
SWM
191
SeaCrest Wealth Management
New York
$233K 12,069 -4,278 -26%
SL
192
Summitry LLC
California
$231K 12,000
RIA
193
Regal Investment Advisors
Michigan
$227K 11,767 +37 +0.3%
KWM
194
Kingsview Wealth Management
Oregon
$222K 11,531 -1,198 -9%
CIA
195
Concurrent Investment Advisors
Florida
$220K 11,412 -659 -5%
CF
196
Centaurus Financial
California
$218K 11,327 -2,615 -19%
KCFA
197
Key Client Fiduciary Advisors
New Jersey
$218K 11,300 +11,300 New
MA
198
Mutual Advisors
Nebraska
$215K 11,156 -458 -4%
NS
199
NBC Securities
Alabama
$215K 10,669 +1,128 +12%
OC
200
Oppenheimer & Co
New York
$210K 10,884 -3,348 -24%