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PDO

PIMCO Dynamic Income Opportunities Fund

108 hedge funds and large institutions have $282M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 111108 (-3)

5.48% less ownership

Funds ownership: 24.85%19.37% (-5.5%)

16% less capital invested

Capital invested by funds: $336M → $282M (-$54.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
38
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.3M -$71.4M -5,524,873 -50%
UBS Group
2
UBS Group
Switzerland
$27.4M +$2.28M +175,963 +9%
Wells Fargo
3
Wells Fargo
California
$26.4M +$3.21M +248,492 +14%
Cohen & Steers
4
Cohen & Steers
New York
$17.9M
PCM
5
Penserra Capital Management
California
$15.4M +$1.66M +128,338 +12%
SCM
6
SOL Capital Management
Maryland
$13.2M +$1.76M +136,175 +16%
Bank of America
7
Bank of America
North Carolina
$11.6M -$2.59M -200,433 -19%
Invesco
8
Invesco
Georgia
$10.8M -$3.97M -307,124 -27%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.37M -$1.44M -111,729 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.74M -$1.47M -113,588 -18%
CA
11
Cornerstone Advisory
Maryland
$5.85M -$38K -2,938 -0.7%
GC
12
Guggenheim Capital
Illinois
$5.38M -$24.2K -1,869 -0.5%
EW
13
Element Wealth
Mississippi
$3.45M -$5.34K -413 -0.2%
LPL Financial
14
LPL Financial
California
$3.39M +$1.27M +98,376 +62%
CIA
15
Capital Investment Advisors
Georgia
$3.32M +$271K +20,979 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.27M +$473K +36,570 +17%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.1M +$72K +5,571 +2%
PI
18
PFG Investments
New York
$2.86M +$2.81M +217,109 New
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.49M -$20.6K -1,597 -0.8%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.47M +$535K +41,357 +28%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.71M -$75.4K -5,830 -4%
BAM
22
Belpointe Asset Management
Nevada
$1.54M +$958K +74,058 +173%
BI
23
Bramshill Investments
Florida
$1.52M +$604K +46,733 +68%
Stifel Financial
24
Stifel Financial
Missouri
$1.51M +$190K +14,697 +15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.5M +$204K +15,776 +16%