PDO

PIMCO Dynamic Income Opportunities Fund

79 hedge funds and large institutions have $344M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
28
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$212K +$36.4K +2,500 +21%
AIP
52
Ahrens Investment Partners
Louisiana
$208K +$208K +15,022 New
GA
53
Greytown Advisors
Florida
$192K +$3.42K +245 +2%
AIP
54
Almanack Investment Partners
Pennsylvania
$168K
Truist Financial
55
Truist Financial
North Carolina
$165K +$165K +11,908 New
SPC
56
Sigma Planning Corp
Michigan
$149K +$149K +10,790 New
AFO
57
Allie Family Office
Florida
$139K +$139K +10,000 New
Wells Fargo
58
Wells Fargo
California
$112K +$55.4K +3,990 +98%
APA
59
American Portfolios Advisors
New York
$96.5K +$1.26K +91 +1%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$69K -$1.06M -77,185 -94%
BONH
61
Bank of New Hampshire
New Hampshire
$62K
IA
62
IFP Advisors
Florida
$33K
SPIA
63
Steward Partners Investment Advisory
New York
$21K +$21K +1,500 New
TWM
64
Tradition Wealth Management
Minnesota
$18K +$389 +28 +2%
FIA
65
FNY Investment Advisers
New York
$16K
TF
66
Tompkins Financial
New York
$14K
AW
67
ACG Wealth
Georgia
$14K +$14K +1,046 New
WWM
68
Wagner Wealth Management
South Carolina
$13K +$13K +950 New
TFA
69
Toth Financial Advisory
Virginia
$12K +$400 +30 +3%
CMP
70
Coston McIsaac & Partners
Maine
$10K +$10K +751 New
DAC
71
Dividend Assets Capital
South Carolina
$9K
TIM
72
Tortoise Investment Management
New York
$9K +$9K +650 New
COCM
73
Charter Oak Capital Management
New Hampshire
$8K
AWM
74
AllSquare Wealth Management
New York
$8K +$8K +600 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$7K