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PIMCO Dynamic Income Fund

236 hedge funds and large institutions have $691M invested in PIMCO Dynamic Income Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
106
Reduced
63
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$39K
MFT
202
Moisand Fitzgerald Tamayo
Florida
$33.2K
PTC
203
Private Trust Company
Ohio
$32.5K +$28.8K +1,600 +784%
CMP
204
Coston McIsaac & Partners
Maine
$32K +$496 +28 +2%
OLVIG
205
Oliver Lagore Vanvalin Investment Group
Michigan
$30.6K +$14.4K +800 +89%
VWM
206
Venturi Wealth Management
Texas
$29.7K +$29.7K +1,650 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$29.5K
WB
208
Webster Bank
Connecticut
$26.3K
HGERS
209
Householder Group Estate & Retirement Specialist
Arizona
$23K +$23K +1,276 New
CT
210
Cambridge Trust
Massachusetts
$22.1K
PFP
211
Pinnacle Financial Partners
Tennessee
$20.6K
TWA
212
TCI Wealth Advisors
Arizona
$19.6K +$19.6K +1,087 New
TRCT
213
Tower Research Capital (TRC)
New York
$18K -$96K -5,362 -84%
US Bancorp
214
US Bancorp
Minnesota
$16.8K
TF
215
Tompkins Financial
New York
$16.8K
AF
216
Advisornet Financial
Minnesota
$16.6K +$558 +31 +3%
First Manhattan
217
First Manhattan
New York
$14.7K
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$14K +$554 +30,731 +4%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$14K +$14K +778 +77,800%
SIS
220
Sound Income Strategies
Florida
$13.5K -$1.66K -92 -11%
PA
221
PSI Advisors
Florida
$12.7K +$10.5K +580 +464%
AA
222
AlphaMark Advisors
Kentucky
$12K +$347 +19 +3%
BI
223
Bramshill Investments
Florida
$10.8K
AWM
224
Avior Wealth Management
Nebraska
$9.19K +$9.19K +510 New
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.83K