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PIMCO Dynamic Income Fund

237 hedge funds and large institutions have $1.27B invested in PIMCO Dynamic Income Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+18
Holders Change %
+8.22%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
82
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
201
Webster Bank
Connecticut
$27K
GI
202
Gradient Investments
Minnesota
$26.8K
HWMA
203
Heritage Wealth Management (Arizona)
Arizona
$24.6K +$12.3K +665 +100%
IGWM
204
ICA Group Wealth Management
Colorado
$23.1K +$23.1K +1,249 New
CT
205
Cambridge Trust
Massachusetts
$23K
PFP
206
Pinnacle Financial Partners
Tennessee
$21.2K
US Bancorp
207
US Bancorp
Minnesota
$17.3K
TF
208
Tompkins Financial
New York
$17K
OLVIG
209
Oliver Lagore Vanvalin Investment Group
Michigan
$16.6K +$16.6K +900 New
AF
210
Advisornet Financial
Minnesota
$16.5K +$518 +28 +3%
SIS
211
Sound Income Strategies
Florida
$15.6K +$1.7K +92 +12%
TAM
212
Tucker Asset Management
Colorado
$15.3K
First Manhattan
213
First Manhattan
New York
$15.1K
WOSD
214
WFA of San Diego
California
$14.8K +$14.8K +800 New
FWA
215
Freedom Wealth Alliance
Wisconsin
$14.8K +$14.8K +800 New
PMFA
216
Plante Moran Financial Advisors
Michigan
$13.7K +$13.7K +742 New
AA
217
AlphaMark Advisors
Kentucky
$12K +$394 +21 +3%
BI
218
Bramshill Investments
Florida
$11.1K
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.06K
EWA
220
EverSource Wealth Advisors
Alabama
$7.39K +$7.39K +400 New
PAG
221
Private Advisor Group
New Jersey
$6.08K +$195 +10,528 +3%
ECM
222
Estabrook Capital Management
New York
$6.04K
MRCM
223
M&R Capital Management
New Jersey
$6.04K +$6.04K +327 New
CSPIA
224
Cary Street Partners Investment Advisory
Virginia
$4.16K +$4.16K +225 New
PFA
225
Pathway Financial Advisers
Indiana
$4.06K +$4.06K +220 New