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PDO

PIMCO Dynamic Income Opportunities Fund

103 hedge funds and large institutions have $281M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $264M → $281M (+$17.3M)

2% more funds holding

Funds holding: 101103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 19.71%19.51% (-0.2%)

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.6M -$7.01M -547,236 -8%
RCM
2
Rivernorth Capital Management
Florida
$25.6M -$8.82M -688,750 -26%
UBS Group
3
UBS Group
Switzerland
$22M +$7.25M +565,947 +51%
Wells Fargo
4
Wells Fargo
California
$20.4M +$6.04M +471,555 +43%
Cohen & Steers
5
Cohen & Steers
New York
$17.7M
Bank of America
6
Bank of America
North Carolina
$13.2M -$198K -15,458 -2%
SCM
7
SOL Capital Management
Maryland
$12.3M -$1.35M -105,110 -10%
PCM
8
Penserra Capital Management
California
$11.7M +$716K +55,847 +7%
Invesco
9
Invesco
Georgia
$11.2M +$579K +45,224 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.05M -$5.14M -401,499 -43%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.35M +$65.5K +5,111 +1%
GC
12
Guggenheim Capital
Illinois
$4.48M +$707K +55,196 +19%
SC
13
Scotia Capital
Ontario, Canada
$3.59M -$291K -22,722 -8%
EW
14
Element Wealth
Mississippi
$3.39M +$181K +14,128 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.72M +$690K +53,859 +35%
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.55M +$83.9K +6,546 +3%
Stifel Financial
17
Stifel Financial
Missouri
$2.08M +$97.6K +7,618 +5%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$1.91M +$282K +21,995 +18%
CIA
19
Capital Investment Advisors
Georgia
$1.88M +$621K +48,452 +51%
LIM
20
Leavell Investment Management
Alabama
$1.78M
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.64M +$365K +28,473 +29%
LPL Financial
22
LPL Financial
California
$1.34M +$340K +26,550 +35%
Truist Financial
23
Truist Financial
North Carolina
$1.18M +$1.02M +79,889 +754%
WS
24
Wedbush Securities
California
$1.17M +$228K +17,825 +25%
SFS
25
Shaker Financial Services
Virginia
$1.11M -$10K -782 -0.9%