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 %
GWM
101
Geneos Wealth Management
Colorado
$19.6K 1,440 +1,440 New
PS
102
Principal Securities
Iowa
$18.3K 1,349 +1,290 +2,186%
AWM
103
AllSquare Wealth Management
New York
$16.3K 1,200 – –
Jones Financial Companies
104
Jones Financial Companies
Missouri
$13.1K 964 +964 New
SC
105
Swan Capital
Florida
$8.14K 599 +599 New
SIS
106
Strategic Investment Solutions
Illinois
$7.26K 534 +15 +3%
TFA
107
Toth Financial Advisory
Virginia
$5.44K 400 – –
SFG
108
Stonebridge Financial Group
Pennsylvania
$2.78K 205 +205 New
PAM
109
Parvin Asset Management
South Dakota
$2.72K 200 +200 New
WWM
110
Wolff Wiese Magana
California
$1.1K 81 – –
VNA
111
Valley National Advisers
Pennsylvania
$1K 75 – –
GWSG
112
GPS Wealth Strategies Group
Colorado
$992 73 +73 New
AF
113
Allworth Financial
California
$176 13 +13 New
Millennium Management
114
Millennium Management
New York
– – -89,926 Closed
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
– – -25,000 Closed
NA
116
Nottingham Advisors
New York
– – -21,269 Closed
IAIM
117
International Assets Investment Management
Florida
– – -17,099 Closed
SC
118
Scotia Capital
Ontario, Canada
– – -14,468 Closed
HCM
119
Hollencrest Capital Management
California
– – -411 Closed
NS
120
NBC Securities
Alabama
– – -250 Closed
BlackRock
121
BlackRock
New York
– – -1 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
123
Concourse Financial Group Securities
Alabama
– – – –
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5