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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
FFA
51
First Foundation Advisors
California
$418K -$89.2K -6,583 -18%
RJA
52
Raymond James & Associates
Florida
$376K -$18.4K -1,361 -5%
RP
53
Riverbridge Partners
Minnesota
$363K -$337K -24,895 -49%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$353K – – –
WJWM
55
Williams Jones Wealth Management
New York
$337K +$27.2K +2,010 +9%
NA
56
NewEdge Advisors
Louisiana
$314K +$41.9K +3,092 +16%
KAS
57
Kestra Advisory Services
Texas
$302K +$12.7K +940 +5%
NA
58
Nottingham Advisors
New York
$300K – – –
NAS
59
NWF Advisory Services
California
$287K -$21K -1,552 -7%
Walleye Capital
60
Walleye Capital
New York
$281K -$232K -17,130 -46%
MWA
61
Merkkuri Wealth Advisors
New York
$269K – – –
JEST
62
JTC Employer Solutions Trustee
Jersey
$261K +$251K +18,500 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$229K +$8.22K +607 +4%
OIA
64
Optimum Investment Advisors
Illinois
$226K – – –
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$224K -$8.52K -629 -4%
BRA
66
Biechele Royce Advisors
Indiana
$217K – – –
CIC
67
Carnegie Investment Counsel
Ohio
$212K – – –
SC
68
Scotia Capital
Ontario, Canada
$204K -$23.6K -1,742 -11%
TWC
69
TD Waterhouse Canada
Ontario, Canada
$200K – – –
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$195K -$81.9K -6,050 -30%
OBWG
71
Onyx Bridge Wealth Group
New York
$187K – – –
CA
72
Crumly & Associates
Illinois
$177K – – –
PNC
73
Park National Corp
Ohio
$174K +$167K +12,324 New
IA
74
IFP Advisors
Florida
$169K +$12.1K +892 +8%
PWM
75
Perigon Wealth Management
California
$163K +$9.21K +680 +6%
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.