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PDO
PIMCO Dynamic Income Opportunities Fund
101 hedge funds and large institutions have $264M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
6% more funds holding
Funds holding: 95 → 101 (+6)
2.87% less ownership
Funds ownership: 22.58% → 19.71% (-2.9%)
8% less capital invested
Capital invested by funds: $288M → $264M (-$24.4M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
40
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$14.6M |
| 2 |
AWA
Artemis Wealth Advisors
New York
|
-$8.21M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.52M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$4.86M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$3.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
101
Artemis Wealth Advisors
New York
| $45 | -$8.21M | -609,902 | -100% |
|
102
Fidelity Investments
Boston,
Massachusetts
| $12 | +$13 | +1 | New |
|
|
WAM
103
Weiss Asset Management
Boston,
Massachusetts
| – | -$3.35M | -262,117 | Closed |
|
|
CW
104
CreativeOne Wealth
Overland Park,
Kansas
| – | -$864K | -67,638 | Closed |
|
|
AW
105
Atlas Wealth
Cincinnati,
Ohio
| – | -$181K | -14,195 | Closed |
|
|
GA
106
Greytown Advisors
Miami,
Florida
| – | -$178K | -13,768 | Closed |
|
|
MCC
107
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$160K | -12,520 | Closed |
|
|
VF
108
Virtu Financial
New York
| – | -$146K | -11,436 | Closed |
|
|
CWC
109
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$58.7K | -4,549 | Closed |
|
110
Rockefeller Capital Management
New York
| – | -$42K | -3,317 | Closed |
|
|
TWA
111
TCI Wealth Advisors
Tucson,
Arizona
| – | -$18.5K | -1,450 | Closed |
|
|
TRCT
112
Tower Research Capital (TRC)
New York
| – | -$5K | -409 | Closed |
|
113
BlackRock
New York
| – | -$7 | -1 | Closed |
|