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PDO

PIMCO Dynamic Income Opportunities Fund

107 hedge funds and large institutions have $286M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $282M → $286M (+$4M)

0.11% more ownership

Funds ownership: 19.37%19.48% (+0.11%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 108107 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
36
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
76
Onyx Bridge Wealth Group
New York
$176K
PGWM
77
Parisi Gray Wealth Management
New Jersey
$168K +$4.78K +364 +3%
CA
78
Crumly & Associates
Illinois
$166K
MML Investors Services
79
MML Investors Services
Massachusetts
$162K +$28.1K +2,138 +21%
FFA
80
Farther Finance Advisors
California
$157K -$18.4K -1,400 -11%
IA
81
IFP Advisors
Florida
$148K +$43.9K +3,341 +43%
PWM
82
Perigon Wealth Management
California
$145K +$3.73K +284 +3%
DC
83
Davenport & Co
Virginia
$144K
WA
84
WESPAC Advisors
California
$142K -$45.9K -3,500 -25%
SPP
85
Single Point Partners
Massachusetts
$138K
EFG
86
Ethos Financial Group
Pennsylvania
$134K
Comerica Bank
87
Comerica Bank
Texas
$127K -$65.6K -5,000 -34%
CP
88
Camelot Portfolios
Ohio
$106K +$105K +8,000 New
CA
89
CoreCap Advisors
Michigan
$95.7K +$30.2K +2,300 +47%
HI
90
Harbour Investments
Wisconsin
$74.6K
HFS
91
HBC Financial Services
Washington
$73K +$19.7K +1,500 +38%
LC
92
Lindbrook Capital
California
$53.2K
HNB
93
Huntington National Bank
Ohio
$50.2K
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$30.8K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$28K +$158 +12 +0.6%
BONH
96
Bank of New Hampshire
New Hampshire
$24.1K -$14.9K -1,135 -39%
ADL
97
Asset Dedication LLC
California
$23.1K +$22.8K +1,740 New
FMP
98
Financial Management Professionals
Texas
$22K +$617 +47 +3%
LFG
99
Larson Financial Group
Missouri
$21.7K
AWM
100
AllSquare Wealth Management
New York
$15.9K