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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

103 hedge funds and large institutions have $290M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

1% more capital invested

Capital invested by funds: $286M → $290M (+$3.91M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.88% less ownership

Funds ownership: 19.48% → 18.61% (-0.88%)

4% less funds holding

Funds holding: 107 → 103 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
42
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CM
Cercano Management
Washington
+$3.05M
2
Wells Fargo
Wells Fargo
California
+$1.32M
3
GC
Guggenheim Capital
Illinois
+$1.31M
4
Millennium Management
Millennium Management
New York
+$1.22M
5
SCM
SOL Capital Management
Maryland
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$15.9M
2
Morgan Stanley
Morgan Stanley
New York
-$6.52M
3
Bank of America
Bank of America
North Carolina
-$1.59M
4
BI
Bramshill Investments
Florida
-$742K
5
UBS Group
UBS Group
Switzerland
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$1.28M +$532K +39,253 +77%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.27M +$9.51K +702 +0.8%
Millennium Management
28
Millennium Management
New York
$1.27M +$1.22M +89,926 New
PVM
29
Palogic Value Management
Texas
$1.25M +$62.1K +4,582 +5%
AP
30
Americana Partners
Texas
$1.2M – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.18M +$538K +39,749 +91%
WS
32
Wedbush Securities
California
$1.14M +$71.9K +5,308 +7%
VVP
33
Venture Visionary Partners
Ohio
$1.11M – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$1.09M +$131K +9,686 +14%
GFG
35
Goldstone Financial Group
Illinois
$1.07M +$11.9K +876 +1%
SIC
36
Samalin Investment Counsel
New York
$923K +$72K +5,319 +9%
SA
37
Sanctuary Advisors
Indiana
$892K -$42.8K -3,162 -5%
BI
38
Bramshill Investments
Florida
$804K -$742K -54,759 -49%
AWS
39
Atria Wealth Solutions
New York
$667K -$487K -35,950 -43%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$632K +$12.4K +919 +2%
TCM
41
Triumph Capital Management
Colorado
$588K +$559K +41,241 New
WSFS
42
Wilmington Savings Fund Society
Delaware
$554K +$531K +39,237 New
DADC
43
D.A. Davidson & Co
Montana
$544K -$66.8K -4,935 -11%
SS
44
Sunbelt Securities
Texas
$536K +$161K +11,900 +46%
PI
45
PFG Investments
New York
$443K -$10K -739 -2%
DC
46
Davenport & Co
Virginia
$436K +$271K +20,000 +184%
TA
47
Tectonic Advisors
Texas
$431K +$11.5K +852 +3%
BRWA
48
B. Riley Wealth Advisors
Florida
$428K +$77.2K +5,703 +23%
MP
49
McDonald Partners
Ohio
$424K +$406K +30,000 New
GP
50
Gridiron Partners
Pennsylvania
$423K – – –
1
2
3 4 5

PDO Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q3 2024, worth a combined $290M — up 1.4% from $286M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PDO and 15 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 42 added.

The largest buyer was Cercano Management, adding an estimated $3.05M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $15.9M sold.

  • 103 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q3 2024, down from 107 in Q2 2024.
  • Funds reported $290M of PIMCO Dynamic Income Opportunities Fund stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 15 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q3 2024 and 19 closed out, a net change of -4 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q3 2024 was Cercano Management, an estimated $3.05M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q3 2024 was Penserra Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2024.