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PDO
PIMCO Dynamic Income Opportunities Fund
79 hedge funds and large institutions have $344M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
25% more funds holding
Funds holding: 63 → 79 (+16)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.42% more ownership
Funds ownership: 23.45% → 24.87% (+1.4%)
14% less capital invested
Capital invested by funds: $399M → $344M (-$54.1M)
Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
28
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.53M |
| 3 |
AWA
Artemis Wealth Advisors
New York
|
-$1.93M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.92M |
| 5 |
Rockefeller Capital Management
New York
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| $4K | +$4.64K | +300 | New |
|
|
CWM
77
Castle Wealth Management
West Palm Beach,
Florida
| $3K | +$3.45K | +223 | New |
|
|
VNA
78
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
|
HT
79
HighTower Trust
Houston,
Texas
| $188 | +$202K | +13,030 | New |
|
|
RJA
80
Raymond James & Associates
St Petersburg,
Florida
| – | -$270K | -15,909 | Closed |
|
81
Jane Street
New York
| – | -$256K | -15,097 | Closed |
|
|
CWM
82
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$209K | -12,286 | Closed |
|
|
VF
83
Virtu Financial
New York
| – | -$176K | -10,342 | Closed |
|
|
PFS
84
Prospera Financial Services
Dallas,
Texas
| – | -$85K | -5,000 | Closed |
|
85
AssetMark Inc
Concord,
California
| – | -$5K | -310 | Closed |
|