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PDO

PIMCO Dynamic Income Opportunities Fund

54 hedge funds and large institutions have $319M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

8% more funds holding

Funds holding: 5054 (+4)

6% more capital invested

Capital invested by funds: $301M → $319M (+$18.4M)

1.99% more ownership

Funds ownership: 14.34%16.32% (+2%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
27
Reduced
5
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$727K +$220K +10,689 +40%
Stifel Financial
27
Stifel Financial
Missouri
$652K +$26.8K +1,303 +4%
CCP
28
Carmel Capital Partners
California
$624K +$655K +31,888 New
Truist Financial
29
Truist Financial
North Carolina
$527K +$23.4K +1,137 +4%
GC
30
Guggenheim Capital
Illinois
$512K +$537K +26,144 New
JWCA
31
J.W. Cole Advisors
Florida
$481K +$505K +24,596 New
CAM
32
Cresset Asset Management
Illinois
$401K +$418K +20,375 New
CIC
33
Carnegie Investment Counsel
Ohio
$391K
First Trust Advisors
34
First Trust Advisors
Illinois
$353K +$11.8K +575 +3%
PAG
35
Private Advisor Group
New Jersey
$332K +$349K +16,972 New
GSWM
36
Golden State Wealth Management
California
$301K +$316K +15,377 New
OBWG
37
Onyx Bridge Wealth Group
New York
$262K +$3.08K +150 +1%
Nomura Holdings
38
Nomura Holdings
Japan
$260K +$274K +13,322 New
IWP
39
Icon Wealth Partners
Texas
$257K +$6.12K +298 +2%
AIP
40
Almanack Investment Partners
Pennsylvania
$236K
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$210K +$220K +10,700 New
HCM
42
Howland Capital Management
Massachusetts
$196K +$205K +10,000 New
Wells Fargo
43
Wells Fargo
California
$157K +$20.7K +1,006 +14%
APA
44
American Portfolios Advisors
New York
$89.8K +$15.8K +770 +20%
GWM
45
Geneos Wealth Management
Colorado
$75K +$30.8K +1,500 +64%
WWMSC
46
Wagner Wealth Management (South Carolina)
South Carolina
$51K -$5.5K -268 -9%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$39K
TWM
48
Tradition Wealth Management
Minnesota
$24K +$924 +45 +4%
COCM
49
Charter Oak Capital Management
New Hampshire
$16K
TFA
50
Toth Financial Advisory
Virginia
$14K +$1.73K +84 +13%