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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$127M 6,076,289 +1,081,377 +22%
AWA
2
Artemis Wealth Advisors
New York
$43.7M 2,082,094 +34,403 +2%
Bank of America
3
Bank of America
North Carolina
$23.3M 1,111,106 +318,474 +40%
Invesco
4
Invesco
Georgia
$19.8M 944,652 +39,709 +4%
UBS Group
5
UBS Group
Switzerland
$19M 904,860 +208,826 +30%
Cohen & Steers
6
Cohen & Steers
New York
$16.3M 777,297 +164,495 +27%
PCM
7
Penserra Capital Management
California
$8.97M 427,576 +427,576 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.91M 233,897 +5,776 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.58M 218,081 +29,998 +16%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$4.24M 201,935 +201,007 +21,660%
SCM
11
SOL Capital Management
Maryland
$4.12M 196,564 +124,185 +172%
FM
12
Family Management
New York
$3.75M 178,865 -1,026 -0.6%
EW
13
Element Wealth
Mississippi
$2.91M 138,635 -1,804 -1%
FFA
14
First Foundation Advisors
California
$2.58M 122,890 -28 -0%
WS
15
Wedbush Securities
California
$2.36M 112,366 +15,165 +16%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.82M 86,517 +85,517 +8,552%
CA
17
Crumly & Associates
Illinois
$1.79M 85,230
SWM
18
Stockman Wealth Management
Montana
$1.76M 83,835 +2,740 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.02M 48,430 -1,094 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$803K 38,258 +9,252 +32%
Stifel Financial
21
Stifel Financial
Missouri
$672K 32,020 +11,629 +57%
NA
22
NewEdge Advisors
Louisiana
$628K 29,925 +17,425 +139%
LPL Financial
23
LPL Financial
California
$556K 26,496 +12,277 +86%
Truist Financial
24
Truist Financial
North Carolina
$542K 25,840 -878 -3%
CIC
25
Carnegie Investment Counsel
Ohio
$420K 20,000