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PDO

PIMCO Dynamic Income Opportunities Fund

107 hedge funds and large institutions have $286M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $282M → $286M (+$4M)

0.11% more ownership

Funds ownership: 19.37%19.48% (+0.11%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 108107 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
36
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$1.34M +$218K +16,632 +20%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.19M +$44.8K +3,412 +4%
AP
28
Americana Partners
Texas
$1.13M -$182K -13,854 -14%
PAG
29
Private Advisor Group
New Jersey
$1.13M +$392K +29,897 +54%
PVM
30
Palogic Value Management
Texas
$1.12M +$51.8K +3,943 +5%
AWS
31
Atria Wealth Solutions
New York
$1.11M -$6.56K -500 -0.6%
VVP
32
Venture Visionary Partners
Ohio
$1.04M
WS
33
Wedbush Securities
California
$1M +$42.3K +3,221 +4%
GFG
34
Goldstone Financial Group
Illinois
$994K +$493K +37,569 +101%
Osaic Holdings
35
Osaic Holdings
Arizona
$895K -$2.38M -180,943 -73%
SA
36
Sanctuary Advisors
Indiana
$893K +$903K +68,779 New
SIC
37
Samalin Investment Counsel
New York
$798K +$8.48K +646 +1%
JWCA
38
J.W. Cole Advisors
Florida
$681K +$137K +10,469 +26%
RP
39
Riverbridge Partners
Minnesota
$672K -$24.8K -1,891 -4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$583K +$10.2K +776 +2%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$579K +$224K +17,086 +65%
DADC
42
D.A. Davidson & Co
Montana
$578K -$74K -5,636 -11%
Walleye Capital
43
Walleye Capital
New York
$492K +$486K +36,998 New
FFA
44
First Foundation Advisors
California
$481K -$227K -17,262 -32%
PI
45
PFG Investments
New York
$427K -$2.43M -185,005 -85%
GP
46
Gridiron Partners
Pennsylvania
$398K -$15.2K -1,160 -4%
TA
47
Tectonic Advisors
Texas
$395K +$11.1K +846 +3%
RJA
48
Raymond James & Associates
Florida
$372K +$1.8K +137 +0.5%
SS
49
Sunbelt Securities
Texas
$346K -$242K -18,416 -41%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$332K