PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

106 hedge funds and large institutions have $280M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
37
Reduced
26
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$26.4M
2
PI
2
PFG Investments
New York
$2.86M
3
UBS Group
3
UBS Group
Switzerland
$27.4M
4
SCM
4
SOL Capital Management
Maryland
$13.2M
5
PCM
5
Penserra Capital Management
California
$15.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.3M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Invesco
3
Invesco
Georgia
$10.8M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Bank of America
5
Bank of America
North Carolina
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
101
Toth Financial Advisory
Virginia
$5.27K 400 – –
PP
102
PFS Partners
New Jersey
$3.37K 256 +6 +2%
NS
103
NBC Securities
Alabama
$3K 250 – –
WWM
104
Wolff Wiese Magana
California
$1.07K 81 – –
PS
105
Principal Securities
Iowa
$777 59 – –
CPA
106
Clear Point Advisors
New York
$710 54 +2 +4%
FIA
107
FNY Investment Advisers
New York
$21 1,600 – –
RCM
108
Rivernorth Capital Management
Florida
– – -634,202 Closed
SFS
109
Shaker Financial Services
Virginia
– – -316,056 Closed
IA
110
Icon Advisers
Colorado
– – -155,702 Closed
PIWA
111
Prevail Innovative Wealth Advisors
Kansas
– – -104,199 Closed
AA
112
ACT Advisors
North Carolina
– – -22,257 Closed
JSW
113
Journey Strategic Wealth
New Jersey
– – -16,000 Closed
EC
114
Elequin Capital
New York
– – -14,557 Closed
LA
115
LM Advisors
California
– – -12,663 Closed
FM
116
Family Management
New York
– – -12,527 Closed
CAS
117
CTC Alternative Strategies
Illinois
– – -12,056 Closed
SWM
118
Stockman Wealth Management
Montana
– – -11,990 Closed
Nomura Holdings
119
Nomura Holdings
Japan
– – -11,250 Closed
VF
120
Virtu Financial
New York
– – -10,279 Closed
ASN
121
Advisory Services Network
Georgia
– – -3,772 Closed
SWM
122
Sugarloaf Wealth Management
Georgia
– – -1,237 Closed
TWM
123
Tradition Wealth Management
Minnesota
– – -1,046 Closed
AAM
124
Advisors Asset Management
Colorado
– – -852 Closed
MSWM
125
McGlone Suttner Wealth Management
Wisconsin
– – -795 Closed
2 3 4
5
6