PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

112 hedge funds and large institutions have $316M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
1.49%
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
44
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$47.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.55M
3
SCM
3
SOL Capital Management
Maryland
$20M
4
Wells Fargo
4
Wells Fargo
California
$33.5M
5
ACMG
5
Anchor Capital Management Group
California
$1.83M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$9.36M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$839K
4
SA
4
Sanctuary Advisors
Indiana
$316K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.57M 115,640 +5,531 +5%
JWCA
27
J.W. Cole Advisors
Florida
$1.57M 115,213 +24,754 +27%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.29M 95,186 +11,877 +14%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.29M 94,751 +4,729 +5%
GFG
30
Goldstone Financial Group
Illinois
$1.15M 84,829 +9,130 +12%
PVM
31
Palogic Value Management
Texas
$1.14M 83,778 -5,000 -6%
WS
32
Wedbush Securities
California
$1.12M 82,699 +1,917 +2%
AP
33
Americana Partners
Texas
$1.08M 79,317 -5,797 -7%
SIC
34
Samalin Investment Counsel
New York
$941K 69,222 +3,878 +6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$859K 63,212 +63,212 New
USCWA
36
U.S. Capital Wealth Advisors
Texas
$839K 61,705 -55,250 -47%
BI
37
Bramshill Investments
Florida
$729K 53,666 -3,263 -6%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$594K 43,688 -1,089 -2%
AWS
39
Atria Wealth Solutions
New York
$585K 42,825 -4,000 -9%
WSFS
40
Wilmington Savings Fund Society
Delaware
$549K 40,386 +1,149 +3%
MP
41
McDonald Partners
Ohio
$530K 39,000 +9,000 +30%
DADC
42
D.A. Davidson & Co
Montana
$481K 35,368 -3,152 -8%
SS
43
Sunbelt Securities
Texas
$480K 35,507 -2,419 -6%
NAS
44
NWF Advisory Services
California
$475K 34,674 +34,674 New
MWM
45
Maridea Wealth Management
New York
$474K 34,867 +34,867 New
Walleye Capital
46
Walleye Capital
New York
$467K 34,342 +14,474 +73%
NA
47
NewEdge Advisors
Louisiana
$442K 32,505 +10,263 +46%
PI
48
PFG Investments
New York
$439K 32,273 +908 +3%
AC
49
Aristides Capital
Kentucky
$434K 31,910 +31,910 New
CW
50
CreativeOne Wealth
Kansas
$428K 31,500 +31,500 New
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