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PDO

PIMCO Dynamic Income Opportunities Fund

43 hedge funds and large institutions have $267M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

54% more funds holding

Funds holding: 2843 (+15)

47% more capital invested

Capital invested by funds: $181M → $267M (+$85.6M)

2.53% more ownership

Funds ownership: 9.03%11.56% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+15
Holders Change %
+53.57%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$330K +$298K +14,219 New
NA
27
NewEdge Advisors
Louisiana
$290K
AIP
28
Almanack Investment Partners
Pennsylvania
$280K
LWM
29
Liberty Wealth Management
California
$182K -$97K -4,628 -37%
Wells Fargo
30
Wells Fargo
California
$162K +$105K +5,000 +250%
WWMSC
31
Wagner Wealth Management (South Carolina)
South Carolina
$100K +$53.5K +2,550 +144%
VCM
32
Versant Capital Management
Arizona
$93K +$83.9K +4,000 New
GWM
33
Geneos Wealth Management
Colorado
$52K +$49.3K +2,353 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$46K +$41.9K +2,000 New
AWA
35
Arkadios Wealth Advisors
Georgia
$29K -$125K -5,979 -82%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$23K +$21K +1,000 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$22K +$19.5K +928 New
TRCT
38
Tower Research Capital (TRC)
New York
$20K +$18.3K +872 New
COCM
39
Charter Oak Capital Management
New Hampshire
$19K +$17.3K +827 New
DOA
40
D'Orazio & Associates
Virginia
$14K +$12.6K +600 New
DAC
41
Dividend Assets Capital
South Carolina
$5K +$4.19K +200 New
RCM
42
Rivernorth Capital Management
Florida
-$5.57M -277,597 Closed
GA
43
Greytown Advisors
Florida
-$900K -44,662 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
+$21 +1 New
VNA
45
Valley National Advisers
Pennsylvania
+$419 +20 New