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PDO

PIMCO Dynamic Income Opportunities Fund

103 hedge funds and large institutions have $281M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $264M → $281M (+$17.3M)

2% more funds holding

Funds holding: 101103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 19.71%19.51% (-0.2%)

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Stockman Wealth Management
Montana
$348K -$438K -34,154 -56%
TA
52
Tectonic Advisors
Texas
$347K +$84.6K +6,603 +33%
RJA
53
Raymond James & Associates
Florida
$342K +$93K +7,262 +38%
JSW
54
Journey Strategic Wealth
New Jersey
$331K +$28.1K +2,197 +10%
ACIM
55
Azimuth Capital Investment Management
Michigan
$327K +$320K +25,000 New
BBHC
56
Brown Brothers Harriman & Co
New York
$327K +$320K +25,000 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$304K
DADC
58
D.A. Davidson & Co
Montana
$294K +$141K +11,000 +95%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$289K
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$281K -$7.35K -574 -3%
KWA
61
Kingswood Wealth Advisors
California
$280K +$274K +21,411 New
GFG
62
Goldstone Financial Group
Illinois
$265K +$260K +20,287 New
IFG
63
Independent Financial Group
California
$251K -$6.73K -525 -3%
RRA
64
Round Rock Advisors
Connecticut
$247K
HWM
65
HB Wealth Management
Georgia
$242K +$5.04K +393 +2%
NAS
66
NWF Advisory Services
California
$232K
Corient Private Wealth
67
Corient Private Wealth
Florida
$226K
CAN
68
Cetera Advisor Networks
California
$224K +$58.7K +4,584 +37%
BRA
69
Biechele Royce Advisors
Indiana
$215K +$211K +16,460 New
NA
70
NewEdge Advisors
Louisiana
$215K +$64.1K +5,000 +44%
SPP
71
Single Point Partners
Massachusetts
$214K
HighTower Advisors
72
HighTower Advisors
Illinois
$197K +$2.29K +179 +1%
AFO
73
Allie Family Office
Florida
$196K
CIC
74
Carnegie Investment Counsel
Ohio
$196K
EFG
75
Ethos Financial Group
Pennsylvania
$188K