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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M 5,883,721 -192,568 -3%
AWA
2
Artemis Wealth Advisors
New York
$31.5M 1,609,606 -472,488 -23%
RCM
3
Rivernorth Capital Management
Florida
$26.9M 1,375,537 +1,375,537 New
Bank of America
4
Bank of America
North Carolina
$21.1M 1,077,133 -33,973 -3%
UBS Group
5
UBS Group
Switzerland
$19.6M 1,001,071 +96,211 +11%
Invesco
6
Invesco
Georgia
$19.1M 977,901 +33,249 +4%
Cohen & Steers
7
Cohen & Steers
New York
$16.7M 855,881 +78,584 +10%
PCM
8
Penserra Capital Management
California
$8.48M 433,583 +6,007 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.82M 399,826 +181,745 +83%
SCM
10
SOL Capital Management
Maryland
$7.46M 381,475 +184,911 +94%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.52M 281,930 +79,995 +40%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.69M 240,015 +6,118 +3%
FM
13
Family Management
New York
$3.49M 178,372 -493 -0.3%
LIM
14
Leavell Investment Management
Alabama
$3.2M 162,745 +162,745 New
EW
15
Element Wealth
Mississippi
$2.73M 139,589 +954 +0.7%
CA
16
Crumly & Associates
Illinois
$2.59M 138,984 +53,754 +63%
FFA
17
First Foundation Advisors
California
$2.4M 122,890
WS
18
Wedbush Securities
California
$2.36M 120,559 +8,193 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.1M 107,247 +68,989 +180%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.92M 98,357 +11,840 +14%
SWM
21
Stockman Wealth Management
Montana
$1.91M 97,472 +13,637 +16%
MIG
22
Mariner Investment Group
New York
$1.78M 91,218 +91,218 New
WAM
23
Weiss Asset Management
Massachusetts
$1.4M 71,404 +71,404 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.3M 66,408 +17,978 +37%
SWP
25
Stratos Wealth Partners
Ohio
$817K 41,768 +41,768 New