PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

112 hedge funds and large institutions have $316M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
1.49%
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
44
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$47.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.55M
3
SCM
3
SOL Capital Management
Maryland
$20M
4
Wells Fargo
4
Wells Fargo
California
$33.5M
5
ACMG
5
Anchor Capital Management Group
California
$1.83M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$9.36M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$839K
4
SA
4
Sanctuary Advisors
Indiana
$316K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$175K 12,851 -3,010 -19%
AAS
77
Avantax Advisory Services
Texas
$172K 12,632 +2,035 +19%
CA
78
Crumly & Associates
Illinois
$170K 12,500 – –
IA
79
IFP Advisors
Florida
$166K 12,189 +194 +2%
BRWA
80
B. Riley Wealth Advisors
Florida
$161K 11,718 -18,271 -61%
PNC
81
Park National Corp
Ohio
$149K 10,974 -1,350 -11%
HH
82
Hilltop Holdings
Texas
$147K 10,800 – –
Comerica Bank
83
Comerica Bank
Texas
$140K 10,326 +800 +8%
EFG
84
Ethos Financial Group
Pennsylvania
$137K 10,000 – –
LC
85
Lindbrook Capital
California
$109K 8,000 – –
HFS
86
HBC Financial Services
Washington
$101K 7,500 – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$101K 7,400 -8,796 -54%
CA
88
CoreCap Advisors
Michigan
$80.9K 5,950 -1,250 -17%
HI
89
Harbour Investments
Wisconsin
$76.2K 5,610 – –
EWA
90
EverSource Wealth Advisors
Alabama
$61.2K 4,500 – –
SWM
91
Spire Wealth Management
Virginia
$60.2K 4,433 +4,433 New
NWMP
92
Noble Wealth Management PBC
Colorado
$51.6K 3,800 +3,800 New
HNB
93
Huntington National Bank
Ohio
– – – –
BONH
94
Bank of New Hampshire
New Hampshire
$50.6K 3,725 +1,915 +106%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$31.8K 2,300 – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$27K 2,006 -132 -6%
LFG
97
Larson Financial Group
Missouri
$26.2K 1,931 +300 +18%
FMP
98
Financial Management Professionals
Texas
$23.4K 1,724 +47 +3%
FIA
99
FNY Investment Advisers
New York
$21K 1,600 – –
MCM
100
MAI Capital Management
Ohio
$20.4K 1,500 +1,500 New
1 2 3
4
5