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PDO

PIMCO Dynamic Income Opportunities Fund

111 hedge funds and large institutions have $336M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $254M → $336M (+$82.2M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.52% more ownership

Funds ownership: 19.33%24.85% (+5.5%)

3% more funds holding

Funds holding: 108111 (+3)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
38
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$136M +$57.1M +4,878,409 +79%
UBS Group
2
UBS Group
Switzerland
$23.4M +$2.72M +232,889 +14%
Wells Fargo
3
Wells Fargo
California
$21.5M +$1.2M +102,646 +6%
Cohen & Steers
4
Cohen & Steers
New York
$16.6M
Invesco
5
Invesco
Georgia
$13.8M +$4.85M +414,259 +58%
Bank of America
6
Bank of America
North Carolina
$13.2M +$974K +83,267 +8%
PCM
7
Penserra Capital Management
California
$12.7M +$842K +71,945 +7%
SCM
8
SOL Capital Management
Maryland
$10.6M -$2.24M -191,290 -18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.22M +$248K +21,162 +3%
RCM
10
Rivernorth Capital Management
Florida
$7.76M -$1.04M -88,729 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.66M +$534K +45,604 +8%
CA
12
Cornerstone Advisory
Maryland
$5.48M +$2.09M +178,580 +66%
GC
13
Guggenheim Capital
Illinois
$5.02M +$3.5K +299 +0.1%
SFS
14
Shaker Financial Services
Virginia
$3.88M +$2.35M +200,921 +175%
EW
15
Element Wealth
Mississippi
$3.21M -$30K -2,563 -1%
CIA
16
Capital Investment Advisors
Georgia
$2.83M +$330K +28,197 +14%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.81M +$797K +68,098 +42%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.59M -$277K -23,689 -10%
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.34M +$22.3K +1,906 +1%
LPL Financial
20
LPL Financial
California
$1.95M +$411K +35,116 +28%
IA
21
Icon Advisers
Colorado
$1.91M +$1.82M +155,702 New
HighTower Advisors
22
HighTower Advisors
Illinois
$1.78M +$1.71M +145,833 New
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.66M -$122K -10,400 -7%
SC
24
Scotia Capital
Ontario, Canada
$1.43M -$763K -65,193 -36%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$1.28M +$269K +22,992 +28%