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PDO

PIMCO Dynamic Income Opportunities Fund

108 hedge funds and large institutions have $282M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 111108 (-3)

5.48% less ownership

Funds ownership: 24.85%19.37% (-5.5%)

16% less capital invested

Capital invested by funds: $336M → $282M (-$54.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
38
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
SFI Advisors
New Jersey
$355K +$348K +26,939 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$349K +$342K +26,474 New
HF
53
HRT Financial
New York
$345K +$339K +26,233 New
CAN
54
Cetera Advisor Networks
California
$330K +$48.6K +3,760 +18%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$329K +$323K +25,000 New
Northern Trust
56
Northern Trust
Illinois
$313K +$307K +23,738 New
NAS
57
NWF Advisory Services
California
$292K -$151K -11,647 -34%
WJWM
58
Williams Jones Wealth Management
New York
$288K -$10.6K -820 -4%
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$288K +$1.31K +101 +0.5%
CAG
60
Csenge Advisory Group
Florida
$273K +$268K +20,720 New
Truist Financial
61
Truist Financial
North Carolina
$266K -$119K -9,177 -31%
KAS
62
Kestra Advisory Services
Texas
$264K +$27.2K +2,107 +12%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$256K
NA
64
NewEdge Advisors
Louisiana
$248K -$1.29K -100 -0.5%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$234K -$39.4K -3,047 -15%
Corient Private Wealth
66
Corient Private Wealth
Florida
$228K
SG
67
StoneX Group
New York
$212K +$208K +16,075 New
OIA
68
Optimum Investment Advisors
Illinois
$211K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$204K
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$199K -$26.3K -2,032 -12%
CIC
71
Carnegie Investment Counsel
Ohio
$198K
Comerica Bank
72
Comerica Bank
Texas
$191K
XT
73
XTX Topco
Cayman Islands
$190K +$186K +14,400 New
WA
74
WESPAC Advisors
California
$187K -$3.05K -236 -2%
FFA
75
Farther Finance Advisors
California
$174K -$7.76K -600 -4%