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PDO

PIMCO Dynamic Income Opportunities Fund

111 hedge funds and large institutions have $336M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $254M → $336M (+$82.2M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.52% more ownership

Funds ownership: 19.33%24.85% (+5.5%)

3% more funds holding

Funds holding: 108111 (+3)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
38
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
101
McGlone Suttner Wealth Management
Wisconsin
$9.73K +$9.3K +795 New
TFA
102
Toth Financial Advisory
Virginia
$4.9K -$5.17K -442 -52%
HCM
103
Hollencrest Capital Management
California
$4.9K +$4.68K +400 New
PP
104
PFS Partners
New Jersey
$3.06K +$2.92K +250 New
NS
105
NBC Securities
Alabama
$3K
IBOK
106
Independence Bank of Kentucky
Kentucky
$1.8K +$1.72K +147 New
FWM
107
Focused Wealth Management
New York
$1.53K +$47 +4 +3%
WWM
108
Wolff Wiese Magana
California
$992
PS
109
Principal Securities
Iowa
$722 +$690 +59 New
CPA
110
Clear Point Advisors
New York
$641 +$608 +52 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$636 +$538 +46 +767%
PI
112
PFG Investments
New York
-$724K -60,934 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
-$634K -53,349 Closed
Jane Street
114
Jane Street
New York
-$629K -52,957 Closed
ASFA
115
All Season Financial Advisors
Colorado
-$537K -45,211 Closed
JP Morgan Chase
116
JP Morgan Chase
New York
-$392K -32,989 Closed
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
-$259K -21,833 Closed
KWA
118
Kingswood Wealth Advisors
California
-$241K -20,273 Closed
RRA
119
Round Rock Advisors
Connecticut
-$225K -18,945 Closed
HF
120
HRT Financial
New York
-$167K -14,133 Closed
MML Investors Services
121
MML Investors Services
Massachusetts
-$137K -11,497 Closed
CG
122
CFO4Life Group
Texas
-$131K -10,986 Closed
BRWA
123
B. Riley Wealth Advisors
Florida
-$132K -10,973 Closed
WA
124
Waverly Advisors
Alabama
-$121K -10,201 Closed
TRCT
125
Tower Research Capital (TRC)
New York
-$19K -1,601 Closed