PDI icon

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 %
Verition Fund Management
176
Verition Fund Management
Connecticut
$263K +$18.8K +1,000 +8%
BWM
177
BCS Wealth Management
Tennessee
$262K
BPA
178
Beacon Pointe Advisors
California
$255K -$17.3K -919 -6%
KPWS
179
Kestra Private Wealth Services
Texas
$253K +$564 +30 +0.2%
MWA
180
Merkkuri Wealth Advisors
New York
$247K +$247K +13,138 New
LMKC
181
L.M. Kohn & Company
Ohio
$245K -$282 -15 -0.1%
ASN
182
Advisory Services Network
Georgia
$244K +$244K +12,969 New
VFA
183
Valeo Financial Advisors
Indiana
$243K +$243K +12,914 New
GC
184
Gratus Capital
Georgia
$239K +$239K +12,700 New
CIA
185
Capital Investment Advisors
Georgia
$238K +$7.2K +383 +3%
CTB
186
Country Trust Bank
Illinois
$231K
GWP
187
Gateway Wealth Partners
Wisconsin
$230K -$139K -7,394 -38%
SWM
188
SeaCrest Wealth Management
New York
$227K
SL
189
Summitry LLC
California
$226K
RFC
190
Regions Financial Corp
Alabama
$225K +$225K +11,948 New
KWM
191
Kingsview Wealth Management
Oregon
$219K +$2.26K +120 +1%
PWM
192
Prosperity Wealth Management
California
$217K +$217K +11,557 New
Creative Planning
193
Creative Planning
Kansas
$216K +$27.7K +1,474 +15%
VWA
194
Visionary Wealth Advisors
Illinois
$215K -$33.2K -1,764 -13%
UCFA
195
United Capital Financial Advisors
Texas
$207K -$31.1K -1,652 -13%
NS
196
NBC Securities
Alabama
$203K +$2.41K +128 +1%
CIA
197
Concurrent Investment Advisors
Florida
$202K -$12.4K -657 -6%
AC
198
Avestar Capital
New York
$202K
IWA
199
Icon Wealth Advisors
Texas
$196K
FFS
200
Founders Financial Securities
Maryland
$195K