PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

101 hedge funds and large institutions have $288M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
41
Reduced
20
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$6.88M
2
Wells Fargo
2
Wells Fargo
California
$31.7M
3
GC
3
Guggenheim Capital
Illinois
$8.26M
4
Millennium Management
4
Millennium Management
New York
$1.27M
5
SCM
5
SOL Capital Management
Maryland
$17.6M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$68.3M
3
Bank of America
3
Bank of America
North Carolina
$10.7M
4
BI
4
Bramshill Investments
Florida
$804K
5
UBS Group
5
UBS Group
Switzerland
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$1.27M 90,022 +702 +0.8%
Millennium Management
27
Millennium Management
New York
$1.27M 89,926 +89,926 New
PVM
28
Palogic Value Management
Texas
$1.25M 88,778 +4,582 +5%
AP
29
Americana Partners
Texas
$1.2M 85,114 – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.18M 83,309 +39,749 +91%
WS
31
Wedbush Securities
California
$1.14M 80,782 +5,308 +7%
VVP
32
Venture Visionary Partners
Ohio
$1.11M 78,573 – –
Osaic Holdings
33
Osaic Holdings
Arizona
$1.09M 76,986 +9,686 +14%
GFG
34
Goldstone Financial Group
Illinois
$1.07M 75,699 +876 +1%
SIC
35
Samalin Investment Counsel
New York
$923K 65,344 +5,319 +9%
SA
36
Sanctuary Advisors
Indiana
$892K 65,617 -3,162 -5%
BI
37
Bramshill Investments
Florida
$804K 56,929 -54,759 -49%
AWS
38
Atria Wealth Solutions
New York
$667K 46,825 -35,950 -43%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$632K 44,777 +919 +2%
TCM
40
Triumph Capital Management
Colorado
$588K 41,241 +41,241 New
WSFS
41
Wilmington Savings Fund Society
Delaware
$554K 39,237 +39,237 New
DADC
42
D.A. Davidson & Co
Montana
$544K 38,520 -4,935 -11%
SS
43
Sunbelt Securities
Texas
$536K 37,926 +11,900 +46%
PI
44
PFG Investments
New York
$443K 31,365 -739 -2%
DC
45
Davenport & Co
Virginia
$436K 30,850 +20,000 +184%
TA
46
Tectonic Advisors
Texas
$431K 30,556 +852 +3%
BRWA
47
B. Riley Wealth Advisors
Florida
$428K 29,989 +5,703 +23%
MP
48
McDonald Partners
Ohio
$424K 30,000 +30,000 New
GP
49
Gridiron Partners
Pennsylvania
$423K 29,970 – –
FFA
50
First Foundation Advisors
California
$418K 29,579 -6,583 -18%
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