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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$376K -$19.2K -1,361 -5%
RP
52
Riverbridge Partners
Minnesota
$363K -$352K -24,895 -49%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$353K – – –
WJWM
54
Williams Jones Wealth Management
New York
$337K +$28.4K +2,010 +9%
NA
55
NewEdge Advisors
Louisiana
$314K +$43.7K +3,092 +16%
KAS
56
Kestra Advisory Services
Texas
$302K +$13.3K +940 +5%
NA
57
Nottingham Advisors
New York
$300K – – –
Walleye Capital
58
Walleye Capital
New York
$281K -$242K -17,130 -46%
MWA
59
Merkkuri Wealth Advisors
New York
$269K – – –
JEST
60
JTC Employer Solutions Trustee
Jersey
$261K +$261K +18,500 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$229K +$8.57K +607 +4%
OIA
62
Optimum Investment Advisors
Illinois
$226K – – –
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$224K -$8.88K -629 -4%
BRA
64
Biechele Royce Advisors
Indiana
$217K – – –
CIC
65
Carnegie Investment Counsel
Ohio
$212K – – –
SC
66
Scotia Capital
Ontario, Canada
$204K -$24.6K -1,742 -11%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$200K – – –
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$195K -$85.4K -6,050 -30%
OBWG
69
Onyx Bridge Wealth Group
New York
$187K – – –
CA
70
Crumly & Associates
Illinois
$177K – – –
PNC
71
Park National Corp
Ohio
$174K +$174K +12,324 New
IA
72
IFP Advisors
Florida
$169K +$12.6K +892 +8%
PWM
73
Perigon Wealth Management
California
$163K +$9.6K +680 +6%
MML Investors Services
74
MML Investors Services
Massachusetts
$159K -$12.9K -913 -7%
HH
75
Hilltop Holdings
Texas
$152K +$152K +10,800 New
1 2
3
4 5