PDO

PIMCO Dynamic Income Opportunities Fund

106 hedge funds and large institutions have $280M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
37
Reduced
26
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
76
Crumly & Associates
Illinois
$165K 12,500
PGWM
77
Parisi Gray Wealth Management
New Jersey
$162K 12,285 -19,636 -62%
WT
78
Whittier Trust
California
$158K 12,000 +12,000 New
Mariner
79
Mariner
Kansas
$145K 11,000 +11,000 New
DC
80
Davenport & Co
Virginia
$143K 10,850 +160 +1%
PWM
81
Perigon Wealth Management
California
$140K 10,595 -19,786 -65%
SPP
82
Single Point Partners
Massachusetts
$138K 10,405
EFG
83
Ethos Financial Group
Pennsylvania
$133K 10,000
MML Investors Services
84
MML Investors Services
Massachusetts
$132K 10,055 +10,055 New
BRWA
85
B. Riley Wealth Advisors
Florida
$132K 10,973 +10,973 New
TWC
86
TD Waterhouse Canada
Ontario, Canada
$103K 7,518
IA
87
IFP Advisors
Florida
$102K 7,762 +6,762 +676%
HI
88
Harbour Investments
Wisconsin
$73.9K 5,610
CA
89
CoreCap Advisors
Michigan
$64.5K 4,900 +4,900 New
LC
90
Lindbrook Capital
California
$52.7K 4,000 +3,000 +300%
HFS
91
HBC Financial Services
Washington
$52K 4,000 +4,000 New
HNB
92
Huntington National Bank
Ohio
BONH
93
Bank of New Hampshire
New Hampshire
$38.8K 2,945
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$30.4K 2,300 +2,300 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$28K 2,113 +52 +3%
LFG
96
Larson Financial Group
Missouri
$21.5K 1,631 +31 +2%
FMP
97
Financial Management Professionals
Texas
$21K 1,584 +1,584 New
AWM
98
AllSquare Wealth Management
New York
$15.8K 1,200
TF
99
Tompkins Financial
New York
$13.5K 1,025
HCM
100
Hollencrest Capital Management
California
$5.27K 400