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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.

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 Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$579M 31,328 +2,188 +8%
Morgan Stanley
2
Morgan Stanley
New York
$180M 9,718,192 +1,336,666 +16%
Bank of America
3
Bank of America
North Carolina
$39.1M 2,114,647 -613,569 -22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$31.8M 1,722,028 +26,839 +2%
Invesco
5
Invesco
Georgia
$30.8M 1,664,926 +71,106 +4%
Cohen & Steers
6
Cohen & Steers
New York
$29.6M 1,599,226 -25,802 -2%
UBS Group
7
UBS Group
Switzerland
$28.7M 1,554,385 -342,806 -18%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$24.5M 1,127,332 -111,742 -9%
LPL Financial
9
LPL Financial
California
$22.4M 1,211,574 +32,780 +3%
AWS
10
Atria Wealth Solutions
New York
$19M 1,026,915 +46,082 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.1M 923,255 -2,772 -0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.8M 748,735 +16,645 +2%
HCM
13
Howland Capital Management
Massachusetts
$13.4M 716,009 -297,276 -29%
CA
14
Cornerstone Advisory
Maryland
$12.2M 661,052 +72,567 +12%
PCM
15
Penserra Capital Management
California
$10.7M 580,395 +67,640 +13%
AllianceBernstein
16
AllianceBernstein
Tennessee
$8.86M 479,580 -9,729 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.59M 464,615 +102,626 +28%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$7.11M 384,671 +105,331 +38%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.17M 333,873 -54,434 -14%
Wells Fargo
20
Wells Fargo
California
$6.02M 325,636 -33,500 -9%
RCM
21
Rivernorth Capital Management
Florida
$5.79M 313,537 -454,400 -59%
FHC
22
First Heartland Consultants
Missouri
$5.22M 282,307 +282,307 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$5.18M 280,344 +23,017 +9%
SCM
24
SOL Capital Management
Maryland
$5.13M 277,840 +231,490 +499%
RJA
25
Raymond James & Associates
Florida
$4.93M 266,790 +8,333 +3%