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PDO

PIMCO Dynamic Income Opportunities Fund

111 hedge funds and large institutions have $336M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $254M → $336M (+$82.2M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.52% more ownership

Funds ownership: 19.33%24.85% (+5.5%)

3% more funds holding

Funds holding: 108111 (+3)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
38
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.22M -$578K -49,407 -33%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.2M +$424K +36,258 +59%
AP
28
Americana Partners
Texas
$1.2M +$10.6K +903 +0.9%
LIM
29
Leavell Investment Management
Alabama
$1.1M -$415K -35,438 -29%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.02M +$8.3K +709 +0.9%
WS
31
Wedbush Securities
California
$960K -$187K -15,981 -17%
NWM
32
Nicola Wealth Management
British Columbia, Canada
$874K
FFA
33
First Foundation Advisors
California
$866K +$512K +43,735 +162%
PVM
34
Palogic Value Management
Texas
$849K -$45.5K -3,890 -5%
IFG
35
Independent Financial Group
California
$848K +$248K +21,173 +44%
BI
36
Bramshill Investments
Florida
$837K +$800K +68,355 New
AWS
37
Atria Wealth Solutions
New York
$750K -$23.1K -1,970 -3%
SIC
38
Samalin Investment Counsel
New York
$705K +$212K +18,096 +46%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$661K -$220K -18,793 -26%
GP
40
Gridiron Partners
Pennsylvania
$625K +$598K +51,085 New
RP
41
Riverbridge Partners
Minnesota
$612K +$2.67K +228 +0.5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$593K -$178K -15,211 -24%
PAG
43
Private Advisor Group
New Jersey
$578K -$140K -11,980 -20%
DADC
44
D.A. Davidson & Co
Montana
$560K +$255K +21,825 +91%
BAM
45
Belpointe Asset Management
Nevada
$523K +$145K +12,420 +41%
JWCA
46
J.W. Cole Advisors
Florida
$487K -$8.41K -719 -2%
SS
47
Sunbelt Securities
Texas
$477K -$1.85K -158 -0.4%
NAS
48
NWF Advisory Services
California
$414K +$190K +16,197 +92%
PGWM
49
Parisi Gray Wealth Management
New Jersey
$391K +$23.4K +2,002 +7%
PWM
50
Perigon Wealth Management
California
$372K -$17.6K -1,501 -5%