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PDO
PIMCO Dynamic Income Opportunities Fund
103 hedge funds and large institutions have $281M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 24
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
7% more capital invested
Capital invested by funds: $264M → $281M (+$17.3M)
2% more funds holding
Funds holding: 101 → 103 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.2% less ownership
Funds ownership: 19.71% → 19.51% (-0.2%)
Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
40
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.25M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.04M |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$1.06M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.02M |
| 5 |
Rockefeller Capital Management
New York
|
+$823K |
Top Sellers
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.82M |
| 2 |
Morgan Stanley
New York
|
-$7.01M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.14M |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$1.35M |
| 5 |
FM
Family Management
New York
|
-$845K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RMA
101
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $2.58K | +$2.54K | +198 | New |
|
|
FWM
102
Focused Wealth Management
Newburgh,
New York
| $1.55K | +$51 | +4 | +3% |
|
|
VNA
103
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
104
Fidelity Investments
Boston,
Massachusetts
| $13 | – | – | – |
|
|
CCP
105
Carmel Capital Partners
San Diego,
California
| – | -$703K | -56,657 | Closed |
|
|
HF
106
HRT Financial
New York
| – | -$388K | -31,331 | Closed |
|
|
AAS
107
Avantax Advisory Services
Dallas,
Texas
| – | -$131K | -10,580 | Closed |
|
|
ASN
108
Advisory Services Network
Atlanta,
Georgia
| – | -$58.9K | -4,750 | Closed |
|
|
SPIA
109
Steward Partners Investment Advisory
New York
| – | -$18.6K | -1,500 | Closed |
|
|
AAS
110
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$16.6K | -1,342 | Closed |
|
|
JFA
111
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$13.2K | -1,065 | Closed |
|
|
BTI
112
Blue Trust Inc
Alpharetta,
Georgia
| – | -$5K | -360 | Closed |
|
|
AWA
113
Artemis Wealth Advisors
New York
| – | -$45 | -4 | Closed |
|