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PIMCO Dynamic Income Fund

240 hedge funds and large institutions have $757M invested in PIMCO Dynamic Income Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+4
Holders Change %
+1.69%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
32
Increased
99
Reduced
68
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
201
Sunbelt Securities
Texas
$42.7K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$41K
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$38K +$33.7K +1,799 +800%
LC
204
Lindbrook Capital
California
$37.5K +$37.5K +2,000 New
CMP
205
Coston McIsaac & Partners
Maine
$35K +$1.32K +71 +4%
MFT
206
Moisand Fitzgerald Tamayo
Florida
$34.5K
PTC
207
Private Trust Company
Ohio
$33.8K
OLVIG
208
Oliver Lagore Vanvalin Investment Group
Michigan
$31.9K
IGWM
209
ICA Group Wealth Management
Colorado
$31.6K -$32.2K -1,719 -50%
VWM
210
Venturi Wealth Management
Texas
$30.9K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$30.7K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$30.7K +$30.7K +1,637 New
WB
213
Webster Bank
Connecticut
$27.4K
GI
214
Gradient Investments
Minnesota
$27.2K -$25K -1,335 -48%
CSC
215
Caldwell Sutter Capital
California
$24.2K +$24.2K +1,289 New
CT
216
Cambridge Trust
Massachusetts
$23K
US Bancorp
217
US Bancorp
Minnesota
$21.7K +$4.22K +225 +24%
PFP
218
Pinnacle Financial Partners
Tennessee
$21.5K
WP
219
WealthPLAN Partners
Nebraska
$18.2K +$18.2K +972 New
AF
220
Advisornet Financial
Minnesota
$17.9K +$619 +33 +4%
TF
221
Tompkins Financial
New York
$17.4K
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$15.8K +$15.8K +840 New
Citigroup
223
Citigroup
New York
$15.3K +$15.3K +818 New
SIS
224
Sound Income Strategies
Florida
$14.1K
AA
225
AlphaMark Advisors
Kentucky
$13K +$290 +15 +2%