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PDO

PIMCO Dynamic Income Opportunities Fund

107 hedge funds and large institutions have $286M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $282M → $286M (+$4M)

0.11% more ownership

Funds ownership: 19.37%19.48% (+0.11%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 108107 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
36
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.7M -$3.18M -241,865 -4%
Wells Fargo
2
Wells Fargo
California
$28.5M +$1.82M +138,645 +7%
UBS Group
3
UBS Group
Switzerland
$25.7M -$1.99M -151,859 -7%
Cohen & Steers
4
Cohen & Steers
New York
$17.9M -$131K -10,000 -0.7%
PCM
5
Penserra Capital Management
California
$15.9M +$348K +26,543 +2%
SCM
6
SOL Capital Management
Maryland
$15.5M +$2.17M +165,360 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.9M +$5.06M +385,621 +75%
Bank of America
8
Bank of America
North Carolina
$11.6M -$71.1K -5,417 -0.6%
Invesco
9
Invesco
Georgia
$10.6M -$303K -23,100 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.03M +$578K +44,042 +8%
GC
11
Guggenheim Capital
Illinois
$6.48M +$1.04M +79,268 +19%
CA
12
Cornerstone Advisory
Maryland
$5.82M -$87.8K -6,688 -2%
CM
13
Cercano Management
Washington
$3.49M +$3.45M +262,566 New
EW
14
Element Wealth
Mississippi
$3.43M -$54.4K -4,141 -2%
CIA
15
Capital Investment Advisors
Georgia
$3.36M +$3.29K +251 +0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.86M +$367K +27,926 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.84M -$285K -21,673 -9%
CPRC
18
Consolidated Portfolio Review Corp
New York
$2.42M -$89.7K -6,833 -4%
LPL Financial
19
LPL Financial
California
$2.28M -$1.13M -86,157 -33%
BAM
20
Belpointe Asset Management
Nevada
$1.62M +$67.8K +5,161 +4%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.55M -$171K -13,060 -10%
LIM
22
Leavell Investment Management
Alabama
$1.52M +$249K +19,000 +20%
BI
23
Bramshill Investments
Florida
$1.48M -$44.6K -3,400 -3%
Stifel Financial
24
Stifel Financial
Missouri
$1.44M -$81.7K -6,220 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.4M -$110K -8,366 -7%