PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

101 hedge funds and large institutions have $288M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
41
Reduced
20
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$6.88M
2
Wells Fargo
2
Wells Fargo
California
$31.7M
3
GC
3
Guggenheim Capital
Illinois
$8.26M
4
Millennium Management
4
Millennium Management
New York
$1.27M
5
SCM
5
SOL Capital Management
Maryland
$17.6M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$68.3M
3
Bank of America
3
Bank of America
North Carolina
$10.7M
4
BI
4
Bramshill Investments
Florida
$804K
5
UBS Group
5
UBS Group
Switzerland
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$14 1 +1 New
BlackRock
102
BlackRock
New York
$10 1 +1 New
PCM
103
Penserra Capital Management
California
– – -1,194,365 Closed
BWS
104
BCR Wealth Strategies
Alabama
– – -24,230 Closed
HWAM
105
Hennion & Walsh Asset Management
New Jersey
– – -21,973 Closed
KWA
106
Kingswood Wealth Advisors
California
– – -17,719 Closed
Corient Private Wealth
107
Corient Private Wealth
Florida
– – -17,299 Closed
ACM
108
Advisors Capital Management
New Jersey
– – -16,850 Closed
Truist Financial
109
Truist Financial
North Carolina
– – -15,933 Closed
Jane Street
110
Jane Street
New York
– – -15,757 Closed
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
– – -15,077 Closed
KP
112
Keel Point
Alabama
– – -14,108 Closed
PGWM
113
Parisi Gray Wealth Management
New Jersey
– – -12,649 Closed
FFA
114
Farther Finance Advisors
California
– – -11,750 Closed
WA
115
WESPAC Advisors
California
– – -10,683 Closed
SPP
116
Single Point Partners
Massachusetts
– – -10,405 Closed
CP
117
Camelot Portfolios
Ohio
– – -8,000 Closed
ADL
118
Asset Dedication LLC
California
– – -1,740 Closed
PMFA
119
Plante Moran Financial Advisors
Michigan
– – -1,000 Closed
HNB
120
Hilltop National Bank
Wyoming
– – -750 Closed
TWP
121
Triad Wealth Partners
Kansas
– – -85 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
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