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PIMCO Dynamic Income Fund

266 hedge funds and large institutions have $842M invested in PIMCO Dynamic Income Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
266
Holders Change
+9
Holders Change %
+3.5%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
111
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AC
201
Avestar Capital
New York
$209K 10,719 -2,137 -17%
SA
202
SpiderRock Advisors
Delaware
$207K 10,887 +10,887 New
Corient Private Wealth
203
Corient Private Wealth
Florida
$203K 10,500 -329 -3%
SFC
204
Strategic Financial Concepts
Texas
$202K 10,450 +10,450 New
FFS
205
Founders Financial Securities
Maryland
$200K 10,352
IWA
206
Icon Wealth Advisors
Texas
$199K 10,323
Creative Planning
207
Creative Planning
Kansas
$194K 10,032 -23,401 -70%
WAM
208
WealthTrust Asset Management
Florida
$193K 10,014
BAM
209
Belpointe Asset Management
Nevada
$193K 10,004 -35 -0.3%
CWA
210
Consilium Wealth Advisory
Texas
$193K 10,000
CG
211
CFO4Life Group
Texas
$193K 10,000 +10,000 New
GWSG
212
GPS Wealth Strategies Group
Colorado
$187K 9,702
AWM
213
AllSquare Wealth Management
New York
$180K 9,340
BEI
214
Benjamin Edwards Inc
Missouri
$172K 8,910
Deutsche Bank
215
Deutsche Bank
Germany
$171K 8,888 +8,888 New
CWP
216
Concord Wealth Partners
Virginia
$164K 8,496 +307 +4%
GJWM
217
Gilliland Jeter Wealth Management
Arkansas
$162K 8,401 +8,401 New
WIM
218
Westside Investment Management
California
$139K 7,218
HCM
219
Highlander Capital Management
New Jersey
$96.5K 5,000 -700 -12%
N
220
Natixis
France
$94.6K 4,902 -806 -14%
CFGS
221
Concourse Financial Group Securities
Alabama
$73.4K 3,760 +1,300 +53%
IGWM
222
ICA Group Wealth Management
Colorado
$67K 3,471 +52 +2%
BWL
223
Bogart Wealth LLC
Virginia
$64.7K 3,354
GWM
224
Geneos Wealth Management
Colorado
$61.5K 3,189 -400 -11%
RIL
225
Rothschild Investment LLC
Illinois
$57.9K 3,000