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PDO

PIMCO Dynamic Income Opportunities Fund

80 hedge funds and large institutions have $312M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

1% more funds holding

Funds holding: 7980 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1.26% less ownership

Funds ownership: 24.87%23.61% (-1.3%)

9% less capital invested

Capital invested by funds: $344M → $312M (-$32.7M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
29
Reduced
17
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.9M -$9.17M -619,703 -10%
RCM
2
Rivernorth Capital Management
Florida
$59.4M -$723K -48,826 -1%
Cohen & Steers
3
Cohen & Steers
New York
$19.4M +$1.31M +88,396 +6%
Invesco
4
Invesco
Georgia
$19M -$606K -40,961 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.7M +$645K +43,566 +3%
AWA
6
Artemis Wealth Advisors
New York
$18.7M
SCM
7
SOL Capital Management
Maryland
$16.4M +$1.51M +101,901 +9%
UBS Group
8
UBS Group
Switzerland
$15.7M -$4.67M -315,702 -21%
Bank of America
9
Bank of America
North Carolina
$14.5M +$4.75M +320,708 +41%
PCM
10
Penserra Capital Management
California
$8.65M +$3.36M +226,997 +53%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$6.25M -$44.6K -3,017 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.47M -$49.5K -3,345 -1%
Stifel Financial
13
Stifel Financial
Missouri
$2.91M +$323K +21,837 +11%
EW
14
Element Wealth
Mississippi
$2.71M +$55.9K +3,777 +2%
FM
15
Family Management
New York
$2.69M -$770K -52,034 -20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.62M +$328K +22,182 +13%
FFA
17
First Foundation Advisors
California
$1.94M +$42.9K +2,898 +2%
LIM
18
Leavell Investment Management
Alabama
$1.93M -$102K -6,859 -5%
GC
19
Guggenheim Capital
Illinois
$1.91M +$745K +50,350 +53%
Wells Fargo
20
Wells Fargo
California
$1.58M +$1.65M +111,763 +1,386%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.33M +$286K +19,300 +24%
SWM
22
Stockman Wealth Management
Montana
$1.32M -$8.06K -545 -0.5%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.23M +$1.38M +93,270 New
AWS
24
Atria Wealth Solutions
New York
$1.05M +$379K +25,595 +48%
CA
25
Crumly & Associates
Illinois
$936K -$78.4K -5,300 -7%