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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
OBWG
76
Onyx Bridge Wealth Group
New York
$179K -$1.01K -74 -0.6%
NFC
77
Northstar Financial Companies
Pennsylvania
$175K +$176K +12,851 New
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$175K -$41.2K -3,010 -19%
AAS
79
Avantax Advisory Services
Texas
$172K +$27.8K +2,035 +19%
CA
80
Crumly & Associates
Illinois
$170K
IA
81
IFP Advisors
Florida
$166K +$2.65K +194 +2%
BRWA
82
B. Riley Wealth Advisors
Florida
$161K -$250K -18,271 -61%
PNC
83
Park National Corp
Ohio
$149K -$18.5K -1,350 -11%
HH
84
Hilltop Holdings
Texas
$147K
Comerica Bank
85
Comerica Bank
Texas
$140K +$10.9K +800 +8%
EFG
86
Ethos Financial Group
Pennsylvania
$137K
LC
87
Lindbrook Capital
California
$109K
HFS
88
HBC Financial Services
Washington
$101K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$101K -$120K -8,796 -54%
CA
90
CoreCap Advisors
Michigan
$80.9K -$17.1K -1,250 -17%
HI
91
Harbour Investments
Wisconsin
$76.2K
EWA
92
EverSource Wealth Advisors
Alabama
$61.2K
SWM
93
Spire Wealth Management
Virginia
$60.2K +$60.6K +4,433 New
NWMP
94
Noble Wealth Management PBC
Colorado
$51.6K +$52K +3,800 New
HNB
95
Huntington National Bank
Ohio
$51.4K
BONH
96
Bank of New Hampshire
New Hampshire
$50.6K +$26.2K +1,915 +106%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$31.8K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$27K -$1.8K -132 -6%
LFG
99
Larson Financial Group
Missouri
$26.2K +$4.1K +300 +18%
FMP
100
Financial Management Professionals
Texas
$23.4K +$643 +47 +3%