PDO

PIMCO Dynamic Income Opportunities Fund

94 hedge funds and large institutions have $288M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
33
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PVM
26
Palogic Value Management
Texas
$974K +$974K +76,308 New
SFS
27
Shaker Financial Services
Virginia
$949K +$408K +31,917 +75%
AWS
28
Atria Wealth Solutions
New York
$934K -$80.8K -6,260 -8%
CW
29
CreativeOne Wealth
Kansas
$864K +$157K +12,326 +22%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$769K -$34.3K -2,684 -4%
WS
31
Wedbush Securities
California
$763K +$28K +2,196 +4%
CIA
32
Capital Investment Advisors
Georgia
$760K +$468K +36,670 +161%
RP
33
Riverbridge Partners
Minnesota
$729K +$29.2K +2,286 +4%
LPL Financial
34
LPL Financial
California
$699K +$103K +8,071 +17%
NWM
35
Nicola Wealth Management
British Columbia, Canada
$688K
First Trust Advisors
36
First Trust Advisors
Illinois
$655K +$79.5K +6,227 +14%
ASFA
37
All Season Financial Advisors
Colorado
$647K +$325K +25,424 +101%
CCP
38
Carmel Capital Partners
California
$551K +$234K +18,287 +73%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$513K +$318K +24,907 +163%
JWCA
40
J.W. Cole Advisors
Florida
$485K +$44.4K +3,475 +10%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$483K -$5.57M -435,910 -92%
RJA
42
Raymond James & Associates
Florida
$425K +$237K +18,525 +126%
C
43
CFO4Life
Texas
$419K +$419K +32,786 New
CG
44
CFO4Life Group
Texas
$419K +$419K +32,786 New
HF
45
HRT Financial
New York
$393K +$393K +30,779 New
TA
46
Tectonic Advisors
Texas
$383K
PWM
47
Perigon Wealth Management
California
$359K +$359K +28,137 New
PGWM
48
Parisi Gray Wealth Management
New Jersey
$349K +$349K +27,323 New
AA
49
ACT Advisors
North Carolina
$331K +$30.8K +2,414 +10%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$298K