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PDO

PIMCO Dynamic Income Opportunities Fund

101 hedge funds and large institutions have $264M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

6% more funds holding

Funds holding: 95101 (+6)

2.87% less ownership

Funds ownership: 22.58%19.71% (-2.9%)

8% less capital invested

Capital invested by funds: $288M → $264M (-$24.4M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
40
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$131K +$142K +10,580 New
PGWM
77
Parisi Gray Wealth Management
New Jersey
$126K -$231K -17,174 -63%
KAS
78
Kestra Advisory Services
Texas
$126K +$136K +10,125 New
OIA
79
Optimum Investment Advisors
Illinois
$99.2K +$108K +8,000 New
IA
80
IFP Advisors
Florida
$97.8K +$43.4K +3,223 +194%
ASN
81
Advisory Services Network
Georgia
$58.9K
BONH
82
Bank of New Hampshire
New Hampshire
$55.1K
S
83
SignatureFD
Georgia
$49.6K +$53.8K +4,000 New
HNB
84
Huntington National Bank
Ohio
$46.9K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$19K +$14.7K +1,092 +235%
FIA
86
FNY Investment Advisers
New York
$19K +$21.5K +1,600 New
SPIA
87
Steward Partners Investment Advisory
New York
$18.6K
AAS
88
Ameritas Advisory Services
Nebraska
$16.6K +$18.1K +1,342 New
AWM
89
AllSquare Wealth Management
New York
$14.9K
JFA
90
JNBA Financial Advisors
Minnesota
$13.2K +$14.3K +1,065 New
TFA
91
Toth Financial Advisory
Virginia
$13.2K
TWM
92
Tradition Wealth Management
Minnesota
$13K
TF
93
Tompkins Financial
New York
$12.7K
AAM
94
Advisors Asset Management
Colorado
$12.6K +$10.9K +811 +392%
HI
95
Harbour Investments
Wisconsin
$12.4K
CMP
96
Coston McIsaac & Partners
Maine
$10K +$296 +22 +3%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$5.97K +$1.04M +77,389 +19%
BTI
98
Blue Trust Inc
Georgia
$5K
FWM
99
Focused Wealth Management
New York
$1.43K +$148 +11 +11%
VNA
100
Valley National Advisers
Pennsylvania
$1K