We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund

108 hedge funds and large institutions have $282M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 111108 (-3)

5.48% less ownership

Funds ownership: 24.85%19.37% (-5.5%)

16% less capital invested

Capital invested by funds: $336M → $282M (-$54.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
38
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Americana Partners
Texas
$1.3M +$5.61K +434 +0.4%
LIM
27
Leavell Investment Management
Alabama
$1.26M +$80.8K +6,250 +7%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.13M +$37.4K +2,890 +3%
AWS
29
Atria Wealth Solutions
New York
$1.11M +$288K +22,250 +36%
IFG
30
Independent Financial Group
California
$1.11M +$192K +14,839 +21%
PVM
31
Palogic Value Management
Texas
$1.06M +$141K +10,901 +16%
VVP
32
Venture Visionary Partners
Ohio
$1.03M +$1.02M +78,573 New
NWM
33
Nicola Wealth Management
British Columbia, Canada
$963K
WS
34
Wedbush Securities
California
$952K -$80.1K -6,198 -8%
SC
35
Scotia Capital
Ontario, Canada
$867K -$655K -50,655 -43%
SIC
36
Samalin Investment Counsel
New York
$782K +$22.7K +1,759 +3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$740K +$28.4K +2,196 +4%
PAG
38
Private Advisor Group
New Jersey
$725K +$101K +7,824 +17%
FFA
39
First Foundation Advisors
California
$704K -$225K -17,366 -25%
RP
40
Riverbridge Partners
Minnesota
$691K +$31.9K +2,467 +5%
DADC
41
D.A. Davidson & Co
Montana
$647K +$42.7K +3,301 +7%
SS
42
Sunbelt Securities
Texas
$585K +$70.4K +5,446 +14%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$567K -$69.2K -5,348 -11%
Jane Street
44
Jane Street
New York
$547K +$537K +41,535 New
JWCA
45
J.W. Cole Advisors
Florida
$537K +$11.8K +912 +2%
KWA
46
Kingswood Wealth Advisors
California
$499K +$490K +37,858 New
GFG
47
Goldstone Financial Group
Illinois
$491K +$109K +8,446 +29%
GP
48
Gridiron Partners
Pennsylvania
$410K -$258K -19,955 -39%
TA
49
Tectonic Advisors
Texas
$380K +$10.9K +841 +3%
RJA
50
Raymond James & Associates
Florida
$366K -$18.8K -1,451 -5%