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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
VNA
101
Valley National Advisers
Pennsylvania
$1K +$1.02K +75 New
PS
102
Principal Securities
Iowa
$833
Fidelity Investments
103
Fidelity Investments
Massachusetts
$14 +$14 +1 New
BlackRock
104
BlackRock
New York
$10 +$14 +1 New
PCM
105
Penserra Capital Management
California
-$15.9M -1,194,365 Closed
BWS
106
BCR Wealth Strategies
Alabama
-$322K -24,230 Closed
HWAM
107
Hennion & Walsh Asset Management
New Jersey
-$292K -21,973 Closed
KWA
108
Kingswood Wealth Advisors
California
-$235K -17,719 Closed
Corient Private Wealth
109
Corient Private Wealth
Florida
-$230K -17,299 Closed
ACM
110
Advisors Capital Management
New Jersey
-$224K -16,850 Closed
Truist Financial
111
Truist Financial
North Carolina
-$212K -15,933 Closed
Jane Street
112
Jane Street
New York
-$209K -15,757 Closed
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
-$200K -15,077 Closed
KP
114
Keel Point
Alabama
-$188K -14,108 Closed
PGWM
115
Parisi Gray Wealth Management
New Jersey
-$168K -12,649 Closed
FFA
116
Farther Finance Advisors
California
-$157K -11,750 Closed
WA
117
WESPAC Advisors
California
-$142K -10,683 Closed
SPP
118
Single Point Partners
Massachusetts
-$138K -10,405 Closed
CP
119
Camelot Portfolios
Ohio
-$106K -8,000 Closed
ADL
120
Asset Dedication LLC
California
-$23.1K -1,740 Closed
PMFA
121
Plante Moran Financial Advisors
Michigan
-$13.3K -1,000 Closed
HNB
122
Hilltop National Bank
Wyoming
-$9.97K -750 Closed
TWP
123
Triad Wealth Partners
Kansas
-$1.13K -85 Closed

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.