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PDO

PIMCO Dynamic Income Opportunities Fund

50 hedge funds and large institutions have $301M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

16% more funds holding

Funds holding: 4350 (+7)

13% more capital invested

Capital invested by funds: $267M → $301M (+$33.9M)

2.78% more ownership

Funds ownership: 11.56%14.34% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
24
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASFA
26
All Season Financial Advisors
Colorado
$371K +$45.3K +2,107 +14%
First Trust Advisors
27
First Trust Advisors
Illinois
$366K +$24.7K +1,150 +7%
OBWG
28
Onyx Bridge Wealth Group
New York
$281K +$281K +13,091 New
IWP
29
Icon Wealth Partners
Texas
$269K +$276K +12,840 New
AIP
30
Almanack Investment Partners
Pennsylvania
$253K
US Bancorp
31
US Bancorp
Minnesota
$210K +$215K +10,000 New
LWM
32
Liberty Wealth Management
California
$165K
Wells Fargo
33
Wells Fargo
California
$147K
VCM
34
Versant Capital Management
Arizona
$105K +$21.5K +1,000 +25%
FP
35
Financial Perspectives
Minnesota
$105K +$107K +5,000 New
Citigroup
36
Citigroup
New York
$104K +$107K +4,977 New
APA
37
American Portfolios Advisors
New York
$80.1K +$82.1K +3,819 New
FIA
38
FNY Investment Advisers
New York
$78K +$80.6K +3,750 New
WWMSC
39
Wagner Wealth Management (South Carolina)
South Carolina
$60K -$30.6K -1,425 -33%
GWM
40
Geneos Wealth Management
Colorado
$49K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$42K
AWA
42
Arkadios Wealth Advisors
Georgia
$27K +$473 +22 +2%
TWM
43
Tradition Wealth Management
Minnesota
$25K +$25.8K +1,200 New
DOA
44
D'Orazio & Associates
Virginia
$22K +$9.67K +450 +75%
COCM
45
Charter Oak Capital Management
New Hampshire
$17K
DAC
46
Dividend Assets Capital
South Carolina
$14K +$9.67K +450 +225%
TFA
47
Toth Financial Advisory
Virginia
$13K +$13.4K +625 New
AssetMark Inc
48
AssetMark Inc
California
$6K +$6.02K +280 New
VNA
49
Valley National Advisers
Pennsylvania
$1K +$172 +8 +40%
CIBC World Market
50
CIBC World Market
Ontario, Canada
-$666K -28,743 Closed