PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

108 hedge funds and large institutions have $335M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
36
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$136M
2
Invesco
2
Invesco
Georgia
$13.8M
3
UBS Group
3
UBS Group
Switzerland
$23.4M
4
SFS
4
Shaker Financial Services
Virginia
$3.88M
5
CA
5
Cornerstone Advisory
Maryland
$5.48M

Top Sellers

1
SCM
1
SOL Capital Management
Maryland
$10.6M
2
RCM
2
Rivernorth Capital Management
Florida
$7.76M
3
SC
3
Scotia Capital
Ontario, Canada
$1.43M
4
PI
4
PFG Investments
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAS
76
CTC Alternative Strategies
Illinois
$148K 12,056 +12,056 New
SWM
77
Stockman Wealth Management
Montana
$147K 11,990 -6,910 -37%
Nomura Holdings
78
Nomura Holdings
Japan
$138K 11,250 +11,250 New
DC
79
Davenport & Co
Virginia
$131K 10,690 +10,690 New
SPP
80
Single Point Partners
Massachusetts
$127K 10,405 -6,000 -37%
VF
81
Virtu Financial
New York
$126K 10,279 +10,279 New
EFG
82
Ethos Financial Group
Pennsylvania
$124K 10,000 – –
TWC
83
TD Waterhouse Canada
Ontario, Canada
$96.2K 7,518 -8,055 -52%
HI
84
Harbour Investments
Wisconsin
$68.7K 5,610 – –
ASN
85
Advisory Services Network
Georgia
$46.2K 3,772 +3,772 New
BONH
86
Bank of New Hampshire
New Hampshire
$36K 2,945 -1,500 -34%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$25K 2,061 -33 -2%
LFG
88
Larson Financial Group
Missouri
$19.6K 1,600 +600 +60%
FIA
89
FNY Investment Advisers
New York
$19K 1,600 – –
SWM
90
Sugarloaf Wealth Management
Georgia
$15.1K 1,237 +1,237 New
AWM
91
AllSquare Wealth Management
New York
$14.7K 1,200 – –
TWM
92
Tradition Wealth Management
Minnesota
$13K 1,046 – –
TF
93
Tompkins Financial
New York
$12.5K 1,025 – –
LC
94
Lindbrook Capital
California
$12.2K 1,000 -2,000 -67%
IA
95
IFP Advisors
Florida
$12.2K 1,000 – –
HGA
96
Hobbs Group Advisors
South Carolina
$12.2K 1,000 +1,000 New
AAM
97
Advisors Asset Management
Colorado
$10.4K 852 -168 -16%
MSWM
98
McGlone Suttner Wealth Management
Wisconsin
$9.73K 795 +795 New
TFA
99
Toth Financial Advisory
Virginia
$4.9K 400 -442 -52%
HCM
100
Hollencrest Capital Management
California
$4.9K 400 +400 New
2 3
4
5 6