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PDO

PIMCO Dynamic Income Opportunities Fund

107 hedge funds and large institutions have $286M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $282M → $286M (+$4M)

0.11% more ownership

Funds ownership: 19.37%19.48% (+0.11%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 108107 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
36
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$325K +$175K +13,313 +121%
BWS
52
BCR Wealth Strategies
Alabama
$322K +$318K +24,230 New
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$292K +$1.29K +98 +0.4%
WJWM
54
Williams Jones Wealth Management
New York
$291K
NAS
55
NWF Advisory Services
California
$291K -$3.94K -300 -1%
NA
56
Nottingham Advisors
New York
$283K +$279K +21,269 New
KAS
57
Kestra Advisory Services
Texas
$272K +$5.09K +388 +2%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$264K
NA
59
NewEdge Advisors
Louisiana
$255K +$3.94K +300 +2%
MWA
60
Merkkuri Wealth Advisors
New York
$253K +$250K +19,070 New
KWA
61
Kingswood Wealth Advisors
California
$235K -$264K -20,139 -53%
Corient Private Wealth
62
Corient Private Wealth
Florida
$230K
ACM
63
Advisors Capital Management
New Jersey
$224K +$221K +16,850 New
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$219K -$16.6K -1,261 -7%
SC
65
Scotia Capital
Ontario, Canada
$215K -$651K -49,585 -75%
OIA
66
Optimum Investment Advisors
Illinois
$213K
Truist Financial
67
Truist Financial
North Carolina
$212K -$56.4K -4,295 -21%
Jane Street
68
Jane Street
New York
$209K -$338K -25,778 -62%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$207K +$34.1K +2,600 +20%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$206K
BRA
71
Biechele Royce Advisors
Indiana
$205K +$202K +15,400 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$200K
CIC
73
Carnegie Investment Counsel
Ohio
$199K
TWC
74
TD Waterhouse Canada
Ontario, Canada
$188K +$86.6K +6,600 +88%
KP
75
Keel Point
Alabama
$188K +$185K +14,108 New