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PDO

PIMCO Dynamic Income Opportunities Fund

79 hedge funds and large institutions have $344M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

25% more funds holding

Funds holding: 6379 (+16)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.42% more ownership

Funds ownership: 23.45%24.87% (+1.4%)

14% less capital invested

Capital invested by funds: $399M → $344M (-$54.1M)

Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
28
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.2M +$2M +129,047 +2%
RCM
2
Rivernorth Capital Management
Florida
$63M +$23.2M +1,498,158 +49%
UBS Group
3
UBS Group
Switzerland
$20.8M -$31.6M -2,046,468 -58%
Invesco
4
Invesco
Georgia
$20.6M +$4.83M +312,273 +27%
AWA
5
Artemis Wealth Advisors
New York
$19.5M -$1.93M -124,870 -8%
Cohen & Steers
6
Cohen & Steers
New York
$19.1M +$2.49M +161,134 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19M +$3.91M +252,895 +23%
SCM
8
SOL Capital Management
Maryland
$15.8M +$6.9M +445,998 +64%
Bank of America
9
Bank of America
North Carolina
$10.8M -$4.53M -292,651 -27%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.6M -$1.92M -124,281 -21%
MP
11
Mangrove Partners
Connecticut
$6M +$6.7M +433,359 New
PCM
12
Penserra Capital Management
California
$5.94M -$110K -7,137 -2%
LSC
13
Logan Stone Capital
Illinois
$4.84M +$3.25M +209,838 +150%
COLIM
14
City of London Investment Management
United Kingdom
$4.3M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.69M +$165K +10,641 +4%
FM
16
Family Management
New York
$3.54M +$256K +16,575 +7%
EW
17
Element Wealth
Mississippi
$2.79M +$207K +13,363 +7%
Stifel Financial
18
Stifel Financial
Missouri
$2.76M +$3.08M +198,960 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.44M +$37.3K +2,415 +1%
SFS
20
Shaker Financial Services
Virginia
$2.32M +$1.18M +76,415 +84%
LIM
21
Leavell Investment Management
Alabama
$2.12M -$93K -6,011 -4%
FFA
22
First Foundation Advisors
California
$2M +$102K +6,583 +5%
SWM
23
Stockman Wealth Management
Montana
$1.39M +$27.5K +1,780 +2%
GC
24
Guggenheim Capital
Illinois
$1.3M +$419K +27,113 +40%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.13M -$50.2K -3,249 -4%