PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

108 hedge funds and large institutions have $335M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
36
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
Invesco
2
Invesco
Georgia
$13.8M
3
UBS Group
3
UBS Group
Switzerland
$23.4M
4
SFS
4
Shaker Financial Services
Virginia
$3.88M
5
CA
5
Cornerstone Advisory
Maryland
$5.48M

Top Sellers

1
SCM
1
SOL Capital Management
Maryland
$10.6M
2
RCM
2
Rivernorth Capital Management
Florida
$7.76M
3
SC
3
Scotia Capital
Ontario, Canada
$1.43M
4
PI
4
PFG Investments
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.22M 100,022 -49,407 -33%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.2M 98,082 +36,258 +59%
AP
28
Americana Partners
Texas
$1.2M 98,534 +903 +0.9%
LIM
29
Leavell Investment Management
Alabama
$1.1M 88,457 -35,438 -29%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.02M 83,018 +709 +0.9%
WS
31
Wedbush Securities
California
$960K 78,451 -15,981 -17%
NWM
32
Nicola Wealth Management
British Columbia, Canada
$874K 54,000 – –
FFA
33
First Foundation Advisors
California
$866K 70,790 +43,735 +162%
PVM
34
Palogic Value Management
Texas
$849K 69,352 -3,890 -5%
BI
35
Bramshill Investments
Florida
$837K 68,355 +68,355 New
AWS
36
Atria Wealth Solutions
New York
$750K 61,025 -1,970 -3%
SIC
37
Samalin Investment Counsel
New York
$705K 57,620 +18,096 +46%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$661K 53,995 -18,793 -26%
GP
39
Gridiron Partners
Pennsylvania
$625K 51,085 +51,085 New
RP
40
Riverbridge Partners
Minnesota
$612K 50,002 +228 +0.5%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$593K 48,430 -15,211 -24%
PAG
42
Private Advisor Group
New Jersey
$578K 47,228 -11,980 -20%
DADC
43
D.A. Davidson & Co
Montana
$560K 45,790 +21,825 +91%
BAM
44
Belpointe Asset Management
Nevada
$523K 42,752 +12,420 +41%
JWCA
45
J.W. Cole Advisors
Florida
$487K 39,825 -719 -2%
SS
46
Sunbelt Securities
Texas
$477K 38,996 -158 -0.4%
PGWM
47
Parisi Gray Wealth Management
New Jersey
$391K 31,921 +2,002 +7%
PWM
48
Perigon Wealth Management
California
$372K 30,381 -1,501 -5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$361K 29,528 -12,351 -29%
Truist Financial
50
Truist Financial
North Carolina
$360K 29,405 +4,414 +18%
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