PDO

PIMCO Dynamic Income Opportunities Fund

80 hedge funds and large institutions have $312M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
29
Reduced
17
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
51
Journey Strategic Wealth
New Jersey
$196K +$196K +14,884 New
RJA
52
Raymond James & Associates
Florida
$195K +$195K +14,758 New
OBWG
53
Onyx Bridge Wealth Group
New York
$192K
GA
54
Greytown Advisors
Florida
$183K
HT
55
HighTower Trust
Texas
$172K
MAG
56
Mayfair Advisory Group
Alabama
$147K +$147K +10,931 New
SIC
57
Samalin Investment Counsel
New York
$145K +$145K +10,988 New
HighTower Advisors
58
HighTower Advisors
Illinois
$140K +$140K +10,585 New
DC
59
Davenport & Co
Virginia
$140K +$140K +10,650 New
APA
60
American Portfolios Advisors
New York
$83.5K -$8.44K -640 -9%
CWC
61
Carolinas Wealth Consulting
North Carolina
$60K +$60K +4,549 New
BONH
62
Bank of New Hampshire
New Hampshire
$59K
SN
63
Sittner & Nelson
Oregon
$40K +$40K +3,044 New
IA
64
IFP Advisors
Florida
$33K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$32K -$32.2K -2,514 -50%
TWM
66
Tradition Wealth Management
Minnesota
$31K +$13.9K +1,057 +82%
SPIA
67
Steward Partners Investment Advisory
New York
$20K
FIA
68
FNY Investment Advisers
New York
$15K
TF
69
Tompkins Financial
New York
$14K
WWM
70
Wagner Wealth Management
South Carolina
$13K
TFA
71
Toth Financial Advisory
Virginia
$13K +$1.28K +98 +11%
CMP
72
Coston McIsaac & Partners
Maine
$10K +$247 +19 +3%
DAC
73
Dividend Assets Capital
South Carolina
$9K
AWM
74
AllSquare Wealth Management
New York
$8K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$7K +$425 +34 +6%