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PDO

PIMCO Dynamic Income Opportunities Fund

63 hedge funds and large institutions have $399M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

25% more capital invested

Capital invested by funds: $319M → $399M (+$79.3M)

17% more funds holding

Funds holding: 5463 (+9)

7.13% more ownership

Funds ownership: 16.32%23.45% (+7.1%)

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
0.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
26
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Crumly & Associates
Illinois
$1.34M -$1.07M -60,230 -43%
GC
27
Guggenheim Capital
Illinois
$1.14M +$729K +40,876 +156%
Walleye Capital
28
Walleye Capital
New York
$923K +$968K +54,306 New
NWM
29
Nicola Wealth Management
British Columbia, Canada
$917K +$963K +54,000 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$854K +$896K +50,270 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$824K +$865K +48,522 New
LPL Financial
32
LPL Financial
California
$591K -$43.3K -2,429 -7%
CCP
33
Carmel Capital Partners
California
$586K +$46.7K +2,619 +8%
JWCA
34
J.W. Cole Advisors
Florida
$518K +$105K +5,884 +24%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$381K +$400K +22,458 New
CWM
36
Centric Wealth Management
Illinois
$365K +$383K +21,468 New
CIC
37
Carnegie Investment Counsel
Ohio
$340K
First Trust Advisors
38
First Trust Advisors
Illinois
$321K +$15.8K +888 +5%
RJA
39
Raymond James & Associates
Florida
$270K +$284K +15,909 New
Jane Street
40
Jane Street
New York
$256K +$269K +15,097 New
OBWG
41
Onyx Bridge Wealth Group
New York
$234K +$22.3K +1,250 +9%
GA
42
Greytown Advisors
Florida
$231K +$241K +13,523 New
PAG
43
Private Advisor Group
New Jersey
$218K -$73.6K -4,130 -24%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$210K +$24.1K +1,350 +13%
CWM
45
Cornerstone Wealth Management
Missouri
$209K +$219K +12,286 New
AIP
46
Almanack Investment Partners
Pennsylvania
$205K
MIG
47
Mariner Investment Group
New York
$182K -$1.44M -80,509 -88%
GSWM
48
Golden State Wealth Management
California
$178K -$87.9K -4,929 -32%
VF
49
Virtu Financial
New York
$176K +$184K +10,342 New
APA
50
American Portfolios Advisors
New York
$117K +$40.8K +2,290 +50%