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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
PMFA
101
Plante Moran Financial Advisors
Michigan
$13.3K +$13.1K +1,000 New
HNB
102
Hilltop National Bank
Wyoming
$9.97K +$9.85K +750 New
HCM
103
Hollencrest Capital Management
California
$5.32K
TFA
104
Toth Financial Advisory
Virginia
$5.32K
NS
105
NBC Securities
Alabama
$3K
TWP
106
Triad Wealth Partners
Kansas
$1.13K +$1.12K +85 New
WWM
107
Wolff Wiese Magana
California
$1.08K
PS
108
Principal Securities
Iowa
$784
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
-$740K -56,191 Closed
NWM
110
Nicola Wealth Management
British Columbia, Canada
-$963K -54,000 Closed
SA
111
SFI Advisors
New Jersey
-$355K -26,939 Closed
HF
112
HRT Financial
New York
-$345K -26,233 Closed
Northern Trust
113
Northern Trust
Illinois
-$313K -23,738 Closed
CAG
114
Csenge Advisory Group
Florida
-$273K -20,720 Closed
SG
115
StoneX Group
New York
-$212K -16,075 Closed
XT
116
XTX Topco
Cayman Islands
-$190K -14,400 Closed
WT
117
Whittier Trust
California
-$158K -12,000 Closed
Mariner
118
Mariner
Kansas
-$145K -11,000 Closed
FIA
119
FNY Investment Advisers
New York
-$21 -1,600 Closed
TF
120
Tompkins Financial
New York
-$13.5K -1,025 Closed
PP
121
PFS Partners
New Jersey
-$3.37K -256 Closed
CPA
122
Clear Point Advisors
New York
-$710 -54 Closed