PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

106 hedge funds and large institutions have $280M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
37
Reduced
26
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$26.4M
2
PI
2
PFG Investments
New York
$2.86M
3
UBS Group
3
UBS Group
Switzerland
$27.4M
4
SCM
4
SOL Capital Management
Maryland
$13.2M
5
PCM
5
Penserra Capital Management
California
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.3M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Invesco
3
Invesco
Georgia
$10.8M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Bank of America
5
Bank of America
North Carolina
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Americana Partners
Texas
$1.3M +$5.72K +434 +0.4%
LIM
27
Leavell Investment Management
Alabama
$1.26M +$83.1K +6,250 +7%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.13M +$38.1K +2,890 +3%
AWS
29
Atria Wealth Solutions
New York
$1.11M +$296K +22,250 +36%
PVM
30
Palogic Value Management
Texas
$1.06M +$144K +10,901 +16%
VVP
31
Venture Visionary Partners
Ohio
$1.03M +$1.03M +78,573 New
NWM
32
Nicola Wealth Management
British Columbia, Canada
$963K – – –
WS
33
Wedbush Securities
California
$952K -$81.7K -6,198 -8%
SC
34
Scotia Capital
Ontario, Canada
$867K -$667K -50,655 -43%
SIC
35
Samalin Investment Counsel
New York
$782K +$23.2K +1,759 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$740K +$28.9K +2,196 +4%
PAG
37
Private Advisor Group
New Jersey
$725K +$103K +7,824 +17%
FFA
38
First Foundation Advisors
California
$704K -$229K -17,366 -25%
RP
39
Riverbridge Partners
Minnesota
$691K +$32.5K +2,467 +5%
DADC
40
D.A. Davidson & Co
Montana
$647K +$43.5K +3,301 +7%
SS
41
Sunbelt Securities
Texas
$585K +$71.7K +5,446 +14%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$567K -$70.4K -5,348 -11%
Jane Street
43
Jane Street
New York
$547K +$547K +41,535 New
JWCA
44
J.W. Cole Advisors
Florida
$537K +$12K +912 +2%
KWA
45
Kingswood Wealth Advisors
California
$499K +$499K +37,858 New
GFG
46
Goldstone Financial Group
Illinois
$491K +$111K +8,446 +29%
GP
47
Gridiron Partners
Pennsylvania
$410K -$263K -19,955 -39%
TA
48
Tectonic Advisors
Texas
$380K +$11.1K +841 +3%
RJA
49
Raymond James & Associates
Florida
$366K -$19.1K -1,451 -5%
SA
50
SFI Advisors
New Jersey
$355K +$355K +26,939 New
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