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PDO

PIMCO Dynamic Income Opportunities Fund

111 hedge funds and large institutions have $336M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $254M → $336M (+$82.2M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.52% more ownership

Funds ownership: 19.33%24.85% (+5.5%)

3% more funds holding

Funds holding: 108111 (+3)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
38
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
76
Family Management
New York
$153K -$17.8K -1,519 -11%
CA
77
Crumly & Associates
Illinois
$153K
CAS
78
CTC Alternative Strategies
Illinois
$148K +$141K +12,056 New
SWM
79
Stockman Wealth Management
Montana
$147K -$80.8K -6,910 -37%
Nomura Holdings
80
Nomura Holdings
Japan
$138K +$132K +11,250 New
DC
81
Davenport & Co
Virginia
$131K +$125K +10,690 New
MG
82
Marex Group
$128K +$123K +10,492 New
SPP
83
Single Point Partners
Massachusetts
$127K -$70.2K -6,000 -37%
VF
84
Virtu Financial
New York
$126K +$120K +10,279 New
EFG
85
Ethos Financial Group
Pennsylvania
$124K
TWC
86
TD Waterhouse Canada
Ontario, Canada
$96.2K -$94.2K -8,055 -52%
HI
87
Harbour Investments
Wisconsin
$68.7K
ASN
88
Advisory Services Network
Georgia
$46.2K +$44.1K +3,772 New
BONH
89
Bank of New Hampshire
New Hampshire
$36K -$17.6K -1,500 -34%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$25K -$386 -33 -2%
LFG
91
Larson Financial Group
Missouri
$19.6K +$7.02K +600 +60%
FIA
92
FNY Investment Advisers
New York
$19K
SWM
93
Sugarloaf Wealth Management
Georgia
$15.1K +$14.5K +1,237 New
AWM
94
AllSquare Wealth Management
New York
$14.7K
TWM
95
Tradition Wealth Management
Minnesota
$13K
TF
96
Tompkins Financial
New York
$12.5K
LC
97
Lindbrook Capital
California
$12.2K -$23.4K -2,000 -67%
IA
98
IFP Advisors
Florida
$12.2K
HGA
99
Hobbs Group Advisors
South Carolina
$12.2K +$11.7K +1,000 New
AAM
100
Advisors Asset Management
Colorado
$10.4K -$1.97K -168 -16%