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PDO

PIMCO Dynamic Income Opportunities Fund

114 hedge funds and large institutions have $318M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

11% more funds holding

Funds holding: 103114 (+11)

10% more capital invested

Capital invested by funds: $290M → $318M (+$28.2M)

2.58% more ownership

Funds ownership: 18.61%21.18% (+2.6%)

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
45
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$1.59M -$17.9K -1,308 -1%
Stifel Financial
27
Stifel Financial
Missouri
$1.57M +$75.6K +5,531 +5%
JWCA
28
J.W. Cole Advisors
Florida
$1.57M +$338K +24,754 +27%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.29M +$162K +11,877 +14%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.29M +$64.7K +4,729 +5%
GFG
31
Goldstone Financial Group
Illinois
$1.15M +$125K +9,130 +12%
PVM
32
Palogic Value Management
Texas
$1.14M -$68.4K -5,000 -6%
WS
33
Wedbush Securities
California
$1.12M +$26.2K +1,917 +2%
AP
34
Americana Partners
Texas
$1.08M -$79.3K -5,797 -7%
SIC
35
Samalin Investment Counsel
New York
$941K +$53K +3,878 +6%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$859K +$864K +63,212 New
USCWA
37
U.S. Capital Wealth Advisors
Texas
$839K -$755K -55,250 -47%
BI
38
Bramshill Investments
Florida
$729K -$44.6K -3,263 -6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$594K -$14.9K -1,089 -2%
AWS
40
Atria Wealth Solutions
New York
$585K -$54.7K -4,000 -9%
WSFS
41
Wilmington Savings Fund Society
Delaware
$549K +$15.7K +1,149 +3%
MP
42
McDonald Partners
Ohio
$530K +$123K +9,000 +30%
DADC
43
D.A. Davidson & Co
Montana
$481K -$43.1K -3,152 -8%
SS
44
Sunbelt Securities
Texas
$480K -$33.1K -2,419 -6%
NAS
45
NWF Advisory Services
California
$475K +$196K +14,353 +71%
MWM
46
Maridea Wealth Management
New York
$474K +$477K +34,867 New
MG
47
Marex Group
$467K +$470K +34,360 New
Walleye Capital
48
Walleye Capital
New York
$467K +$198K +14,474 +73%
NA
49
NewEdge Advisors
Louisiana
$442K +$140K +10,263 +46%
PI
50
PFG Investments
New York
$439K +$12.4K +908 +3%