We are live on
!
Find out more
PDO
PIMCO Dynamic Income Opportunities Fund
108 hedge funds and large institutions have $282M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
3% less funds holding
Funds holding: 111 → 108 (-3)
5.48% less ownership
Funds ownership: 24.85% → 19.37% (-5.5%)
16% less capital invested
Capital invested by funds: $336M → $282M (-$54.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
38
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.21M |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
+$2.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.28M |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$1.76M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.66M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$71.4M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$7.76M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$3.97M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.88M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
126
Tradition Wealth Management
Edina,
Minnesota
| – | -$13K | -1,046 | Closed |
|
|
AAM
127
Advisors Asset Management
Monument,
Colorado
| – | -$10.4K | -852 | Closed |
|
|
MSWM
128
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$9.73K | -795 | Closed |
|
|
IBOK
129
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$1.8K | -147 | Closed |
|
|
FWM
130
Focused Wealth Management
Newburgh,
New York
| – | -$1.53K | -125 | Closed |
|
131
Fidelity Investments
Boston,
Massachusetts
| – | -$636 | -52 | Closed |
|