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PDO

PIMCO Dynamic Income Opportunities Fund

101 hedge funds and large institutions have $264M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

6% more funds holding

Funds holding: 95101 (+6)

2.87% less ownership

Funds ownership: 22.58%19.71% (-2.9%)

8% less capital invested

Capital invested by funds: $288M → $264M (-$24.4M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
40
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$275K +$22.3K +1,660 +8%
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$274K -$6.08K -452 -2%
TA
53
Tectonic Advisors
Texas
$248K -$135K -10,000 -33%
IFG
54
Independent Financial Group
California
$245K +$13.5K +1,000 +5%
SIC
55
Samalin Investment Counsel
New York
$244K +$78.6K +5,840 +42%
RRA
56
Round Rock Advisors
Connecticut
$235K
RJA
57
Raymond James & Associates
Florida
$235K -$193K -14,366 -43%
NAS
58
NWF Advisory Services
California
$232K +$239K +17,749 New
HWM
59
HB Wealth Management
Georgia
$225K +$107K +7,971 +78%
Corient Private Wealth
60
Corient Private Wealth
Florida
$215K
SPP
61
Single Point Partners
Massachusetts
$203K
EFG
62
Ethos Financial Group
Pennsylvania
$188K
CIC
63
Carnegie Investment Counsel
Ohio
$186K -$67.3K -5,000 -25%
AFO
64
Allie Family Office
Florida
$186K
HighTower Advisors
65
HighTower Advisors
Illinois
$184K +$29K +2,157 +17%
HT
66
HighTower Trust
Texas
$166K
OBWG
67
Onyx Bridge Wealth Group
New York
$164K -$16.8K -1,250 -9%
MAG
68
Mayfair Advisory Group
Alabama
$159K +$21.1K +1,569 +14%
CAN
69
Cetera Advisor Networks
California
$156K -$1.61K -120 -0.9%
CA
70
Crumly & Associates
Illinois
$155K
BAM
71
Belpointe Asset Management
Nevada
$152K +$165K +12,280 New
DADC
72
D.A. Davidson & Co
Montana
$143K +$155K +11,541 New
NA
73
NewEdge Advisors
Louisiana
$142K +$10.1K +750 +7%
CG
74
CFO4Life Group
Texas
$136K -$293K -21,800 -66%
Truist Financial
75
Truist Financial
North Carolina
$131K +$143K +10,594 New