We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund

103 hedge funds and large institutions have $281M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $264M → $281M (+$17.3M)

2% more funds holding

Funds holding: 101103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 19.71%19.51% (-0.2%)

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$179K +$46.4K +3,618 +36%
OBWG
77
Onyx Bridge Wealth Group
New York
$173K
MAG
78
Mayfair Advisory Group
Alabama
$164K
CA
79
Crumly & Associates
Illinois
$163K
CG
80
CFO4Life Group
Texas
$143K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$141K +$139K +10,815 New
Jane Street
82
Jane Street
New York
$138K -$602K -46,957 -82%
WA
83
Waverly Advisors
Alabama
$132K +$129K +10,101 New
CA
84
CoreCap Advisors
Michigan
$132K +$129K +10,100 New
BAM
85
Belpointe Asset Management
Nevada
$131K -$29.2K -2,280 -19%
OIA
86
Optimum Investment Advisors
Illinois
$104K
BONH
87
Bank of New Hampshire
New Hampshire
$58.1K
S
88
SignatureFD
Georgia
$52.2K
HNB
89
Huntington National Bank
Ohio
$49.4K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$25K +$4.84K +378 +24%
FIA
91
FNY Investment Advisers
New York
$20K
AWM
92
AllSquare Wealth Management
New York
$15K
TWM
93
Tradition Wealth Management
Minnesota
$14K
IA
94
IFP Advisors
Florida
$13.7K -$49.2K -3,838 -79%
TF
95
Tompkins Financial
New York
$13.4K
AAM
96
Advisors Asset Management
Colorado
$13.3K -$13 -1 -0.1%
HI
97
Harbour Investments
Wisconsin
$13.1K
LFG
98
Larson Financial Group
Missouri
$13.1K +$12.8K +1,000 New
TFA
99
Toth Financial Advisory
Virginia
$11.7K -$2.18K -170 -16%
CMP
100
Coston McIsaac & Partners
Maine
$10K +$320 +25 +3%