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PIMCO Dynamic Income Fund

311 hedge funds and large institutions have $1.34B invested in PIMCO Dynamic Income Fund in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+23
Holders Change %
+7.99%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
126
Reduced
83
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
176
EP Wealth Advisors
California
$342K -$47.4K -2,582 -12%
OIA
177
Optimum Investment Advisors
Illinois
$341K
NWM
178
Northwest Wealth Management
Iowa
$339K
NAS
179
NWF Advisory Services
California
$339K +$339K +18,275 New
CG
180
CFO4Life Group
Texas
$336K +$137K +7,472 +69%
CCFM
181
Clear Creek Financial Management
Washington
$334K +$334K +18,226 New
BHPW
182
Beverly Hills Private Wealth
California
$330K +$1.28K +70 +0.4%
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$325K -$35.8K -1,953 -10%
CPIG
184
Chicago Partners Investment Group
Illinois
$323K -$46.1K -2,450 -12%
MAM
185
MWA Asset Management
Massachusetts
$322K +$19.9K +1,085 +7%
SI
186
Stephens Inc
Arkansas
$317K +$8.71K +475 +3%
GRP
187
Global Retirement Partners
California
$313K -$20.3K -1,105 -6%
MWM
188
Melfa Wealth Management
Massachusetts
$308K -$5.63K -307 -2%
BWM
189
Buska Wealth Management
Wisconsin
$308K +$115K +6,290 +60%
QPW
190
Quantum Private Wealth
Florida
$296K +$257 +14 +0.1%
SWM
191
Spire Wealth Management
Virginia
$295K -$119K -6,502 -29%
UAG
192
United Advisor Group
Ohio
$286K -$6.55K -357 -2%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$283K -$1.5K -80 -0.5%
PWM
194
Prosperity Wealth Management
California
$283K -$135K -7,353 -32%
OIA
195
OneDigital Investment Advisors
Kansas
$279K -$10.4K -566 -4%
MA
196
Mezzasalma Advisors
New Jersey
$277K +$277K +15,100 New
DI
197
Disciplined Investments
Oklahoma
$275K +$91.7K +5,000 +50%
Verition Fund Management
198
Verition Fund Management
Connecticut
$275K +$275K +15,000 New
ASN
199
Advisory Services Network
Georgia
$255K +$17.6K +959 +7%
BWM
200
BCS Wealth Management
Tennessee
$255K