PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

105 hedge funds and large institutions have $284M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
35
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.9M
2
CM
2
Cercano Management
Washington
$3.49M
3
SCM
3
SOL Capital Management
Maryland
$15.5M
4
Wells Fargo
4
Wells Fargo
California
$28.5M
5
GC
5
Guggenheim Capital
Illinois
$6.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.7M
2
PI
2
PFG Investments
New York
$427K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$895K
4
UBS Group
4
UBS Group
Switzerland
$25.7M
5
LPL Financial
5
LPL Financial
California
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$1.19M 89,320 +3,412 +4%
AP
27
Americana Partners
Texas
$1.13M 85,114 -13,854 -14%
PAG
28
Private Advisor Group
New Jersey
$1.13M 84,949 +29,897 +54%
PVM
29
Palogic Value Management
Texas
$1.12M 84,196 +3,943 +5%
AWS
30
Atria Wealth Solutions
New York
$1.11M 82,775 -500 -0.6%
VVP
31
Venture Visionary Partners
Ohio
$1.04M 78,573 – –
WS
32
Wedbush Securities
California
$1M 75,474 +3,221 +4%
GFG
33
Goldstone Financial Group
Illinois
$994K 74,823 +37,569 +101%
Osaic Holdings
34
Osaic Holdings
Arizona
$895K 67,300 -180,943 -73%
SA
35
Sanctuary Advisors
Indiana
$893K 68,779 +68,779 New
SIC
36
Samalin Investment Counsel
New York
$798K 60,025 +646 +1%
JWCA
37
J.W. Cole Advisors
Florida
$681K 51,206 +10,469 +26%
RP
38
Riverbridge Partners
Minnesota
$672K 50,578 -1,891 -4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$583K 43,858 +776 +2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$579K 43,560 +17,086 +65%
DADC
41
D.A. Davidson & Co
Montana
$578K 43,455 -5,636 -11%
Walleye Capital
42
Walleye Capital
New York
$492K 36,998 +36,998 New
FFA
43
First Foundation Advisors
California
$481K 36,162 -17,262 -32%
PI
44
PFG Investments
New York
$427K 32,104 -185,005 -85%
GP
45
Gridiron Partners
Pennsylvania
$398K 29,970 -1,160 -4%
TA
46
Tectonic Advisors
Texas
$395K 29,704 +846 +3%
RJA
47
Raymond James & Associates
Florida
$372K 27,963 +137 +0.5%
SS
48
Sunbelt Securities
Texas
$346K 26,026 -18,416 -41%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$332K 25,000 – –
BRWA
50
B. Riley Wealth Advisors
Florida
$325K 24,286 +13,313 +121%
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