PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

105 hedge funds and large institutions have $284M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
35
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.9M
2
CM
2
Cercano Management
Washington
$3.49M
3
SCM
3
SOL Capital Management
Maryland
$15.5M
4
Wells Fargo
4
Wells Fargo
California
$28.5M
5
GC
5
Guggenheim Capital
Illinois
$6.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.7M
2
PI
2
PFG Investments
New York
$427K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$895K
4
UBS Group
4
UBS Group
Switzerland
$25.7M
5
LPL Financial
5
LPL Financial
California
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Crumly & Associates
Illinois
$166K 12,500 – –
MML Investors Services
77
MML Investors Services
Massachusetts
$162K 12,193 +2,138 +21%
FFA
78
Farther Finance Advisors
California
$157K 11,750 -1,400 -11%
IA
79
IFP Advisors
Florida
$148K 11,103 +3,341 +43%
PWM
80
Perigon Wealth Management
California
$145K 10,879 +284 +3%
DC
81
Davenport & Co
Virginia
$144K 10,850 – –
WA
82
WESPAC Advisors
California
$142K 10,683 -3,500 -25%
SPP
83
Single Point Partners
Massachusetts
$138K 10,405 – –
EFG
84
Ethos Financial Group
Pennsylvania
$134K 10,000 – –
Comerica Bank
85
Comerica Bank
Texas
$127K 9,526 -5,000 -34%
CP
86
Camelot Portfolios
Ohio
$106K 8,000 +8,000 New
CA
87
CoreCap Advisors
Michigan
$95.7K 7,200 +2,300 +47%
HI
88
Harbour Investments
Wisconsin
$74.6K 5,610 – –
HFS
89
HBC Financial Services
Washington
$73K 5,500 +1,500 +38%
LC
90
Lindbrook Capital
California
$53.2K 4,000 – –
HNB
91
Huntington National Bank
Ohio
– – – –
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$30.8K 2,300 – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$28K 2,125 +12 +0.6%
BONH
94
Bank of New Hampshire
New Hampshire
$24.1K 1,810 -1,135 -39%
ADL
95
Asset Dedication LLC
California
$23.1K 1,740 +1,740 New
FMP
96
Financial Management Professionals
Texas
$22K 1,631 +47 +3%
LFG
97
Larson Financial Group
Missouri
$21.7K 1,631 – –
AWM
98
AllSquare Wealth Management
New York
$15.9K 1,200 – –
PMFA
99
Plante Moran Financial Advisors
Michigan
$13.3K 1,000 +1,000 New
HNB
100
Hilltop National Bank
Wyoming
$9.97K 750 +750 New
1 2 3
4
5