PDO

PIMCO Dynamic Income Opportunities Fund

101 hedge funds and large institutions have $281M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
40
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cornerstone Advisory
Maryland
$1.08M +$1.08M +82,849 New
First Trust Advisors
27
First Trust Advisors
Illinois
$1.02M -$50K -3,826 -5%
AWS
28
Atria Wealth Solutions
New York
$886K -$29.3K -2,220 -3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$839K +$839K +64,256 New
ASFA
30
All Season Financial Advisors
Colorado
$834K +$2.51K +192 +0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$808K +$33.4K +2,559 +4%
PI
32
PFG Investments
New York
$780K +$45.2K +3,459 +6%
PVM
33
Palogic Value Management
Texas
$777K -$281K -21,500 -27%
WA
34
WESPAC Advisors
California
$759K +$132K +10,134 +21%
PAG
35
Private Advisor Group
New Jersey
$755K +$216K +16,513 +40%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$722K -$131K -10,323 -15%
RP
37
Riverbridge Partners
Minnesota
$713K -$54.5K -4,170 -7%
NWM
38
Nicola Wealth Management
British Columbia, Canada
$705K
AP
39
Americana Partners
Texas
$693K +$360K +27,578 +108%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$647K +$186K +14,236 +40%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$614K -$141K -10,841 -19%
JWCA
42
J.W. Cole Advisors
Florida
$593K +$17.4K +1,333 +3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$573K -$223K -17,080 -28%
FM
44
Family Management
New York
$530K -$861K -65,961 -62%
SS
45
Sunbelt Securities
Texas
$519K
PGWM
46
Parisi Gray Wealth Management
New Jersey
$374K +$248K +20,000 +197%
PWM
47
Perigon Wealth Management
California
$372K +$18.4K +1,412 +5%
SIC
48
Samalin Investment Counsel
New York
$368K +$111K +8,536 +43%
AA
49
ACT Advisors
North Carolina
$359K +$10.5K +803 +3%
FFA
50
First Foundation Advisors
California
$353K -$457K -35,000 -56%