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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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$216M 11,465,137 +669,873 +6%
Bank of America
2
Bank of America
North Carolina
$52.4M 2,783,105 +265,560 +11%
LPL Financial
3
LPL Financial
California
$47.6M 2,529,792 +118,309 +5%
AWS
4
Atria Wealth Solutions
New York
$27.6M 1,462,858 +104,093 +8%
UBS Group
5
UBS Group
Switzerland
$24.3M 1,290,389 -56,858 -4%
Cohen & Steers
6
Cohen & Steers
New York
$24.3M 1,289,920 -60,000 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.9M 1,006,050 -315,738 -24%
PI
8
PFG Investments
New York
$17.9M 953,604 +49,640 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$17.3M 920,039 -298,287 -24%
SCM
10
SOL Capital Management
Maryland
$16.8M 894,648 -16,460 -2%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$16.2M 855,895 -8,146 -0.9%
PCM
12
Penserra Capital Management
California
$16.2M 859,745 +19,104 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.5M 771,234 -75,176 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$12.9M 685,403 +172,307 +34%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$12M 640,175 -2,795 -0.4%
WWM
16
Wagner Wealth Management
South Carolina
$11.6M 614,313 +2,655 +0.4%
CA
17
Cornerstone Advisory
Maryland
$11M 584,238 -43,936 -7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$10.5M 560,474 +67,159 +14%
PAG
19
Private Advisor Group
New Jersey
$10.5M 556,828 +36,441 +7%
AllianceBernstein
20
AllianceBernstein
Tennessee
$10.1M 534,443 -4,000 -0.7%
GC
21
Guggenheim Capital
Illinois
$8.25M 438,472 +93,315 +27%
RJA
22
Raymond James & Associates
Florida
$8.04M 427,226 +6,388 +2%
KC
23
Kingfisher Capital
North Carolina
$6.77M 359,655 +359,655 New
CL
24
Choreo LLC
Illinois
$6.31M 332,323 +14,866 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.04M 321,310 +5,521 +2%