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PDO

PIMCO Dynamic Income Opportunities Fund

114 hedge funds and large institutions have $318M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

11% more funds holding

Funds holding: 103114 (+11)

10% more capital invested

Capital invested by funds: $290M → $318M (+$28.2M)

2.58% more ownership

Funds ownership: 18.61%21.18% (+2.6%)

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.5%
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
45
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Aristides Capital
Kentucky
$434K +$436K +31,910 New
CW
52
CreativeOne Wealth
Kansas
$428K +$431K +31,500 New
TA
53
Tectonic Advisors
Texas
$427K +$11.7K +856 +3%
DC
54
Davenport & Co
Virginia
$412K -$6.84K -500 -2%
GP
55
Gridiron Partners
Pennsylvania
$407K
FFA
56
First Foundation Advisors
California
$402K
TCM
57
Triumph Capital Management
Colorado
$399K -$163K -11,912 -29%
KAS
58
Kestra Advisory Services
Texas
$385K +$95K +6,945 +32%
SFS
59
Shaker Financial Services
Virginia
$364K +$366K +26,775 New
RP
60
Riverbridge Partners
Minnesota
$361K +$12.3K +897 +3%
SA
61
Sanctuary Advisors
Indiana
$316K -$584K -42,733 -65%
WJWM
62
Williams Jones Wealth Management
New York
$262K -$63.2K -4,625 -19%
MWA
63
Merkkuri Wealth Advisors
New York
$259K
JEST
64
JTC Employer Solutions Trustee
Jersey
$250K
VCM
65
Vivaldi Capital Management
Illinois
$237K +$237K +17,300 New
MML Investors Services
66
MML Investors Services
Massachusetts
$236K +$83.2K +6,087 +54%
PWM
67
Perigon Wealth Management
California
$233K +$78.9K +5,770 +50%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$224K +$36.2K +2,650 +19%
CC
69
Courier Capital
New York
$221K +$222K +16,269 New
OIA
70
Optimum Investment Advisors
Illinois
$217K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$213K +$200K +14,640 +1,464%
CIC
72
Carnegie Investment Counsel
Ohio
$204K
TWC
73
TD Waterhouse Canada
Ontario, Canada
$192K
IAA
74
Independent Advisor Alliance
North Carolina
$189K +$190K +13,882 New
KWA
75
Kingswood Wealth Advisors
California
$184K +$185K +13,530 New