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PDO

PIMCO Dynamic Income Opportunities Fund

111 hedge funds and large institutions have $336M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $254M → $336M (+$82.2M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.52% more ownership

Funds ownership: 19.33%24.85% (+5.5%)

3% more funds holding

Funds holding: 108111 (+3)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
38
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$361K -$145K -12,351 -29%
Truist Financial
52
Truist Financial
North Carolina
$360K +$51.6K +4,414 +18%
RJA
53
Raymond James & Associates
Florida
$358K -$6.03K -515 -2%
GFG
54
Goldstone Financial Group
Illinois
$353K -$7.25K -620 -2%
TA
55
Tectonic Advisors
Texas
$343K +$10.2K +871 +3%
WJWM
56
Williams Jones Wealth Management
New York
$278K
AA
57
ACT Advisors
North Carolina
$272K +$2.8K +239 +1%
HWAM
58
Hennion & Walsh Asset Management
New Jersey
$267K +$1.27K +109 +0.5%
CAN
59
Cetera Advisor Networks
California
$261K +$44.9K +3,835 +22%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$255K -$196K -16,792 -45%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$246K -$25.6K -2,190 -10%
NA
62
NewEdge Advisors
Louisiana
$242K +$29.3K +2,500 +15%
KAS
63
Kestra Advisory Services
Texas
$220K +$68.9K +5,887 +49%
Corient Private Wealth
64
Corient Private Wealth
Florida
$212K
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$209K -$175K -14,971 -47%
JSW
66
Journey Strategic Wealth
New Jersey
$196K -$238K -20,317 -56%
OIA
67
Optimum Investment Advisors
Illinois
$196K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$190K -$91.2K -7,798 -33%
CIC
69
Carnegie Investment Counsel
Ohio
$184K
EC
70
Elequin Capital
New York
$178K +$145K +12,357 +562%
Comerica Bank
71
Comerica Bank
Texas
$178K -$31.9K -2,727 -16%
WA
72
WESPAC Advisors
California
$176K -$9.59K -820 -5%
FFA
73
Farther Finance Advisors
California
$168K +$161K +13,750 New
OBWG
74
Onyx Bridge Wealth Group
New York
$162K
LA
75
LM Advisors
California
$155K +$148K +12,663 New