PDO

PIMCO Dynamic Income Opportunities Fund

106 hedge funds and large institutions have $253M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
41
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
26
Wedbush Securities
California
$1.12M +$54.2K +4,560 +5%
First Trust Advisors
27
First Trust Advisors
Illinois
$978K +$52.9K +4,457 +6%
PIWA
28
Prevail Innovative Wealth Advisors
Kansas
$965K +$965K +81,207 New
PVM
29
Palogic Value Management
Texas
$870K +$163K +13,724 +23%
NWM
30
Nicola Wealth Management
British Columbia, Canada
$867K
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$865K +$101K +8,532 +13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$756K +$235K +19,788 +45%
AWS
33
Atria Wealth Solutions
New York
$751K -$50.2K -4,210 -6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$734K -$226 -19 -0%
PI
35
PFG Investments
New York
$724K +$14.2K +1,195 +2%
PAG
36
Private Advisor Group
New Jersey
$703K +$17.3K +1,458 +3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$634K +$634K +53,349 New
Jane Street
38
Jane Street
New York
$629K +$504K +42,418 +402%
RP
39
Riverbridge Partners
Minnesota
$591K -$56.8K -4,783 -9%
ASFA
40
All Season Financial Advisors
Colorado
$537K -$221K -18,626 -29%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$498K -$91.3K -7,685 -16%
JWCA
42
J.W. Cole Advisors
Florida
$482K -$58.1K -4,893 -11%
SIC
43
Samalin Investment Counsel
New York
$470K +$135K +11,350 +40%
SS
44
Sunbelt Securities
Texas
$465K -$7.13K -600 -2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$447K +$447K +37,590 New
JSW
46
Journey Strategic Wealth
New Jersey
$431K +$131K +11,000 +43%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$392K +$392K +32,989 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$381K -$178K -14,962 -32%
PWM
49
Perigon Wealth Management
California
$379K +$40.4K +3,403 +12%
BAM
50
Belpointe Asset Management
Nevada
$360K +$242K +20,332 +203%