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PDO

PIMCO Dynamic Income Opportunities Fund

108 hedge funds and large institutions have $282M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 111108 (-3)

5.48% less ownership

Funds ownership: 24.85%19.37% (-5.5%)

16% less capital invested

Capital invested by funds: $336M → $282M (-$54.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
38
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
76
Onyx Bridge Wealth Group
New York
$172K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$171K -$214K -16,539 -56%
CA
78
Crumly & Associates
Illinois
$165K
PGWM
79
Parisi Gray Wealth Management
New Jersey
$162K -$254K -19,636 -62%
WT
80
Whittier Trust
California
$158K +$155K +12,000 New
Mariner
81
Mariner
Kansas
$145K +$142K +11,000 New
DC
82
Davenport & Co
Virginia
$143K +$2.07K +160 +1%
PWM
83
Perigon Wealth Management
California
$140K -$256K -19,786 -65%
SPP
84
Single Point Partners
Massachusetts
$138K
EFG
85
Ethos Financial Group
Pennsylvania
$133K
MML Investors Services
86
MML Investors Services
Massachusetts
$132K +$130K +10,055 New
BRWA
87
B. Riley Wealth Advisors
Florida
$132K +$142K +10,973 New
TWC
88
TD Waterhouse Canada
Ontario, Canada
$103K
IA
89
IFP Advisors
Florida
$102K +$87.4K +6,762 +676%
HI
90
Harbour Investments
Wisconsin
$73.9K
CA
91
CoreCap Advisors
Michigan
$64.5K +$63.4K +4,900 New
LC
92
Lindbrook Capital
California
$52.7K +$38.8K +3,000 +300%
HFS
93
HBC Financial Services
Washington
$52K +$51.7K +4,000 New
HNB
94
Huntington National Bank
Ohio
$49.8K
BONH
95
Bank of New Hampshire
New Hampshire
$38.8K
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$30.4K +$29.7K +2,300 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$28K +$672 +52 +3%
LFG
98
Larson Financial Group
Missouri
$21.5K +$401 +31 +2%
FMP
99
Financial Management Professionals
Texas
$21K +$20.5K +1,584 New
AWM
100
AllSquare Wealth Management
New York
$15.8K