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PDO

PIMCO Dynamic Income Opportunities Fund

80 hedge funds and large institutions have $312M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

1% more funds holding

Funds holding: 7980 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1.26% less ownership

Funds ownership: 24.87%23.61% (-1.3%)

9% less capital invested

Capital invested by funds: $344M → $312M (-$32.7M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
29
Reduced
17
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$829K +$77.2K +5,216 +9%
WS
27
Wedbush Securities
California
$759K -$11.9K -806 -1%
CW
28
CreativeOne Wealth
Kansas
$730K +$819K +55,312 New
RP
29
Riverbridge Partners
Minnesota
$723K +$22.6K +1,524 +3%
NWM
30
Nicola Wealth Management
British Columbia, Canada
$712K
LPL Financial
31
LPL Financial
California
$616K +$167K +11,270 +32%
First Trust Advisors
32
First Trust Advisors
Illinois
$594K +$396K +26,791 +147%
SFS
33
Shaker Financial Services
Virginia
$559K -$1.85M -124,913 -75%
JWCA
34
J.W. Cole Advisors
Florida
$455K +$74.2K +5,013 +17%
TA
35
Tectonic Advisors
Texas
$396K +$444K +30,000 New
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$363K -$434K -29,354 -52%
ASFA
37
All Season Financial Advisors
Colorado
$333K +$16.7K +1,131 +5%
CCP
38
Carmel Capital Partners
California
$328K -$147K -9,903 -28%
PAG
39
Private Advisor Group
New Jersey
$328K +$130K +8,756 +54%
AA
40
ACT Advisors
North Carolina
$310K +$8.52K +576 +3%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$308K +$5.56K +376 +2%
CIA
42
Capital Investment Advisors
Georgia
$301K +$338K +22,835 New
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$276K +$85.7K +5,790 +40%
CIC
44
Carnegie Investment Counsel
Ohio
$264K
NL
45
NWAM LLC
Washington
$264K +$296K +19,989 New
VF
46
Virtu Financial
New York
$254K +$285K +19,253 New
DY
47
Dowling & Yahnke
California
$228K +$256K +17,299 New
SPP
48
Single Point Partners
Massachusetts
$216K +$243K +16,405 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$202K -$403K -27,236 -64%
AFO
50
Allie Family Office
Florida
$198K +$74K +5,000 +50%