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 %
TA
51
Tectonic Advisors
Texas
$427K 31,412 +856 +3%
DC
52
Davenport & Co
Virginia
$412K 30,350 -500 -2%
GP
53
Gridiron Partners
Pennsylvania
$407K 29,970 – –
FFA
54
First Foundation Advisors
California
$402K 29,579 – –
TCM
55
Triumph Capital Management
Colorado
$399K 29,329 -11,912 -29%
KAS
56
Kestra Advisory Services
Texas
$385K 28,334 +6,945 +32%
SFS
57
Shaker Financial Services
Virginia
$364K 26,775 +26,775 New
RP
58
Riverbridge Partners
Minnesota
$361K 26,580 +897 +3%
SA
59
Sanctuary Advisors
Indiana
$316K 22,884 -42,733 -65%
WJWM
60
Williams Jones Wealth Management
New York
$262K 19,275 -4,625 -19%
MWA
61
Merkkuri Wealth Advisors
New York
$259K 19,070 – –
JEST
62
JTC Employer Solutions Trustee
Jersey
$250K 18,500 – –
VCM
63
Vivaldi Capital Management
Illinois
$237K 17,300 +17,300 New
MML Investors Services
64
MML Investors Services
Massachusetts
$236K 17,367 +6,087 +54%
PWM
65
Perigon Wealth Management
California
$233K 17,329 +5,770 +50%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$224K 16,450 +2,650 +19%
CC
67
Courier Capital
New York
$221K 16,269 +16,269 New
OIA
68
Optimum Investment Advisors
Illinois
$217K 16,000 – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$213K 15,640 +14,640 +1,464%
CIC
70
Carnegie Investment Counsel
Ohio
$204K 15,000 – –
TWC
71
TD Waterhouse Canada
Ontario, Canada
$192K 14,118 – –
IAA
72
Independent Advisor Alliance
North Carolina
$189K 13,882 +13,882 New
KWA
73
Kingswood Wealth Advisors
California
$184K 13,530 +13,530 New
OBWG
74
Onyx Bridge Wealth Group
New York
$179K 13,167 -74 -0.6%
NFC
75
Northstar Financial Companies
Pennsylvania
$175K 12,851 +12,851 New
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