PDO

PIMCO Dynamic Income Opportunities Fund

106 hedge funds and large institutions have $253M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
41
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGWM
51
Parisi Gray Wealth Management
New Jersey
$355K -$2.73K -230 -0.8%
RJA
52
Raymond James & Associates
Florida
$354K +$42.9K +3,613 +14%
GFG
53
Goldstone Financial Group
Illinois
$350K +$109K +9,141 +45%
TA
54
Tectonic Advisors
Texas
$322K +$6.45K +543 +2%
FFA
55
First Foundation Advisors
California
$321K
Truist Financial
56
Truist Financial
North Carolina
$297K -$778K -65,492 -72%
DADC
57
D.A. Davidson & Co
Montana
$285K +$16.9K +1,424 +6%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$277K
WJWM
59
Williams Jones Wealth Management
New York
$270K +$270K +22,710 New
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$262K
AA
61
ACT Advisors
North Carolina
$262K -$64.6K -5,440 -20%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$259K +$259K +21,833 New
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$257K +$1.4K +118 +0.5%
KWA
64
Kingswood Wealth Advisors
California
$241K -$13.5K -1,138 -5%
RRA
65
Round Rock Advisors
Connecticut
$225K
SWM
66
Stockman Wealth Management
Montana
$225K -$91.6K -7,714 -29%
CAN
67
Cetera Advisor Networks
California
$208K +$4.11K +346 +2%
Corient Private Wealth
68
Corient Private Wealth
Florida
$206K
Comerica Bank
69
Comerica Bank
Texas
$205K +$205K +17,253 New
SPP
70
Single Point Partners
Massachusetts
$197K
NA
71
NewEdge Advisors
Louisiana
$195K
TWC
72
TD Waterhouse Canada
Ontario, Canada
$191K -$505K -41,254 -73%
OIA
73
Optimum Investment Advisors
Illinois
$190K +$95K +8,000 +100%
WA
74
WESPAC Advisors
California
$181K -$510K -42,910 -74%
CIC
75
Carnegie Investment Counsel
Ohio
$178K