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PDO

PIMCO Dynamic Income Opportunities Fund

50 hedge funds and large institutions have $301M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

16% more funds holding

Funds holding: 4350 (+7)

13% more capital invested

Capital invested by funds: $267M → $301M (+$33.9M)

2.78% more ownership

Funds ownership: 11.56%14.34% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
24
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$127M +$23.2M +1,081,377 +22%
AWA
2
Artemis Wealth Advisors
New York
$43.7M +$739K +34,403 +2%
Bank of America
3
Bank of America
North Carolina
$23.3M +$6.85M +318,474 +40%
Invesco
4
Invesco
Georgia
$19.8M +$853K +39,709 +4%
UBS Group
5
UBS Group
Switzerland
$19M +$4.49M +208,826 +30%
Cohen & Steers
6
Cohen & Steers
New York
$16.3M +$3.54M +164,495 +27%
PCM
7
Penserra Capital Management
California
$8.97M +$9.19M +427,576 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.91M +$124K +5,776 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.58M +$645K +29,998 +16%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$4.24M +$4.32M +201,007 +21,660%
SCM
11
SOL Capital Management
Maryland
$4.12M +$2.67M +124,185 +172%
FM
12
Family Management
New York
$3.75M -$22.1K -1,026 -0.6%
EW
13
Element Wealth
Mississippi
$2.91M -$38.8K -1,804 -1%
FFA
14
First Foundation Advisors
California
$2.58M -$602 -28 -0%
WS
15
Wedbush Securities
California
$2.36M +$326K +15,165 +16%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.81M +$1.84M +85,517 +8,552%
CA
17
Crumly & Associates
Illinois
$1.79M
SWM
18
Stockman Wealth Management
Montana
$1.76M +$58.9K +2,740 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.01M -$23.5K -1,094 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$803K +$199K +9,252 +32%
Stifel Financial
21
Stifel Financial
Missouri
$672K +$250K +11,629 +57%
NA
22
NewEdge Advisors
Louisiana
$628K +$375K +17,425 +139%
LPL Financial
23
LPL Financial
California
$556K +$264K +12,277 +86%
Truist Financial
24
Truist Financial
North Carolina
$542K -$18.9K -878 -3%
CIC
25
Carnegie Investment Counsel
Ohio
$420K