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 Holding Trade Value Shares
Change 		Shares
Change %
BWS
51
BCR Wealth Strategies
Alabama
$322K +$322K +24,230 New
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$292K +$1.3K +98 +0.4%
WJWM
53
Williams Jones Wealth Management
New York
$291K – – –
NA
54
Nottingham Advisors
New York
$283K +$283K +21,269 New
KAS
55
Kestra Advisory Services
Texas
$272K +$5.16K +388 +2%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$264K – – –
NA
57
NewEdge Advisors
Louisiana
$255K +$3.99K +300 +2%
MWA
58
Merkkuri Wealth Advisors
New York
$253K +$253K +19,070 New
KWA
59
Kingswood Wealth Advisors
California
$235K -$268K -20,139 -53%
Corient Private Wealth
60
Corient Private Wealth
Florida
$230K – – –
ACM
61
Advisors Capital Management
New Jersey
$224K +$224K +16,850 New
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$219K -$16.8K -1,261 -7%
SC
63
Scotia Capital
Ontario, Canada
$215K -$659K -49,585 -75%
OIA
64
Optimum Investment Advisors
Illinois
$213K – – –
Truist Financial
65
Truist Financial
North Carolina
$212K -$57.1K -4,295 -21%
Jane Street
66
Jane Street
New York
$209K -$343K -25,778 -62%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$207K +$34.6K +2,600 +20%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$206K – – –
BRA
69
Biechele Royce Advisors
Indiana
$205K +$205K +15,400 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$200K – – –
CIC
71
Carnegie Investment Counsel
Ohio
$199K – – –
TWC
72
TD Waterhouse Canada
Ontario, Canada
$188K +$87.8K +6,600 +88%
KP
73
Keel Point
Alabama
$188K +$188K +14,108 New
OBWG
74
Onyx Bridge Wealth Group
New York
$176K – – –
PGWM
75
Parisi Gray Wealth Management
New Jersey
$168K +$4.84K +364 +3%
1 2
3
4 5