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PDO

PIMCO Dynamic Income Opportunities Fund

54 hedge funds and large institutions have $319M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

8% more funds holding

Funds holding: 5054 (+4)

6% more capital invested

Capital invested by funds: $301M → $319M (+$18.4M)

1.99% more ownership

Funds ownership: 14.34%16.32% (+2%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
27
Reduced
5
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$115M -$3.95M -192,568 -3%
AWA
2
Artemis Wealth Advisors
New York
$31.5M -$9.7M -472,488 -23%
RCM
3
Rivernorth Capital Management
Florida
$26.9M +$28.2M +1,375,537 New
Bank of America
4
Bank of America
North Carolina
$21.1M -$698K -33,973 -3%
UBS Group
5
UBS Group
Switzerland
$19.6M +$1.98M +96,211 +11%
Invesco
6
Invesco
Georgia
$19.1M +$683K +33,249 +4%
Cohen & Steers
7
Cohen & Steers
New York
$16.7M +$1.61M +78,584 +10%
PCM
8
Penserra Capital Management
California
$8.48M +$123K +6,007 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.82M +$3.73M +181,745 +83%
SCM
10
SOL Capital Management
Maryland
$7.46M +$3.8M +184,911 +94%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.51M +$1.64M +79,995 +40%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.69M +$126K +6,118 +3%
FM
13
Family Management
New York
$3.49M -$10.1K -493 -0.3%
LIM
14
Leavell Investment Management
Alabama
$3.2M +$3.34M +162,745 New
EW
15
Element Wealth
Mississippi
$2.73M +$19.6K +954 +0.7%
CA
16
Crumly & Associates
Illinois
$2.59M +$1.1M +53,754 +63%
FFA
17
First Foundation Advisors
California
$2.4M
WS
18
Wedbush Securities
California
$2.36M +$168K +8,193 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.1M +$1.42M +68,989 +180%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.92M +$243K +11,840 +14%
SWM
21
Stockman Wealth Management
Montana
$1.91M +$280K +13,637 +16%
MIG
22
Mariner Investment Group
New York
$1.78M +$1.87M +91,218 New
WAM
23
Weiss Asset Management
Massachusetts
$1.4M +$1.47M +71,404 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.3M +$369K +17,978 +37%
SWP
25
Stratos Wealth Partners
Ohio
$817K +$858K +41,768 New