We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund

103 hedge funds and large institutions have $290M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

1% more capital invested

Capital invested by funds: $286M → $290M (+$3.91M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.88% less ownership

Funds ownership: 19.48%18.61% (-0.88%)

4% less funds holding

Funds holding: 107103 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
42
Reduced
21
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$159K -$12.4K -913 -7%
HH
77
Hilltop Holdings
Texas
$152K +$146K +10,800 New
AAS
78
Avantax Advisory Services
Texas
$150K +$144K +10,597 New
EFG
79
Ethos Financial Group
Pennsylvania
$142K
Comerica Bank
80
Comerica Bank
Texas
$135K
LC
81
Lindbrook Capital
California
$113K +$54.2K +4,000 +100%
HFS
82
HBC Financial Services
Washington
$102K +$27.1K +2,000 +36%
CA
83
CoreCap Advisors
Michigan
$102K
HI
84
Harbour Investments
Wisconsin
$79.2K
EWA
85
EverSource Wealth Advisors
Alabama
$63.5K +$60.9K +4,500 New
HNB
86
Huntington National Bank
Ohio
$53.4K
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$32.5K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$30K +$176 +13 +0.6%
BONH
89
Bank of New Hampshire
New Hampshire
$25.6K
FMP
90
Financial Management Professionals
Texas
$24K +$623 +46 +3%
LFG
91
Larson Financial Group
Missouri
$23K
FIA
92
FNY Investment Advisers
New York
$22K +$21.7K +1,600 New
AWM
93
AllSquare Wealth Management
New York
$16.9K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$14.1K -$197K -14,516 -94%
SIS
95
Strategic Investment Solutions
Illinois
$7.33K +$7.03K +519 New
HCM
96
Hollencrest Capital Management
California
$5.81K +$149 +11 +3%
TFA
97
Toth Financial Advisory
Virginia
$5.65K
NS
98
NBC Securities
Alabama
$3K
IAIM
99
International Assets Investment Management
Florida
$1.21K +$232K +17,099 New
WWM
100
Wolff Wiese Magana
California
$1.14K

PDO Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q3 2024, worth a combined $290M — up 1.4% from $286M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PDO and 15 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 42 added.

The largest buyer was Cercano Management, adding an estimated $3.05M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $15.9M sold.

  • 103 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q3 2024, down from 107 in Q2 2024.
  • Funds reported $290M of PIMCO Dynamic Income Opportunities Fund stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 15 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q3 2024 and 19 closed out, a net change of -4 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q3 2024 was Cercano Management, an estimated $3.05M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q3 2024 was Penserra Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2024.