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PIMCO Dynamic Income Fund

269 hedge funds and large institutions have $818M invested in PIMCO Dynamic Income Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
113
Reduced
69
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
201
Corient Private Wealth
Florida
$192K -$5.39K -286 -3%
BAM
202
Belpointe Asset Management
Nevada
$191K +$3.29K +175 +2%
WAM
203
WealthTrust Asset Management
Florida
$188K
CG
204
CFO4Life Group
Texas
$188K
CWA
205
Consilium Wealth Advisory
Texas
$188K
GWSG
206
GPS Wealth Strategies Group
Colorado
$182K
AWM
207
AllSquare Wealth Management
New York
$176K
BEI
208
Benjamin Edwards Inc
Missouri
$168K
CWP
209
Concord Wealth Partners
Virginia
$166K +$5.85K +311 +4%
GJWM
210
Gilliland Jeter Wealth Management
Arkansas
$160K +$1.92K +102 +1%
CF
211
Centaurus Financial
California
$159K -$53.8K -2,863 -25%
BWL
212
Bogart Wealth LLC
Virginia
$157K +$94.1K +5,000 +149%
GWM
213
Geneos Wealth Management
Colorado
$148K +$88.4K +4,700 +147%
WIM
214
Westside Investment Management
California
$136K
SIS
215
Sound Income Strategies
Florida
$135K +$102K +5,399 +307%
CAS
216
Coppell Advisory Solutions
Texas
$116K +$116K +6,186 New
CFGS
217
Concourse Financial Group Securities
Alabama
$71.6K
WOSD
218
WFA of San Diego
California
$62.5K +$62.5K +3,323 New
N
219
Natixis
France
$58.5K -$33.7K -1,792 -37%
EWA
220
EverSource Wealth Advisors
Alabama
$57K +$57K +3,000 New
LC
221
Lindbrook Capital
California
$56.4K
RIL
222
Rothschild Investment LLC
Illinois
$56.4K
BWP
223
Baldwin Wealth Partners
Massachusetts
$56.4K +$18.8K +1,000 +50%
HNB
224
Huntington National Bank
Ohio
$51.4K
PA
225
PSI Advisors
Florida
$47K +$9.27K +493 +25%