PDO

PIMCO Dynamic Income Opportunities Fund

108 hedge funds and large institutions have $335M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
36
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$136M 11,087,686 +4,878,409 +79%
UBS Group
2
UBS Group
Switzerland
$23.4M 1,907,751 +232,889 +14%
Wells Fargo
3
Wells Fargo
California
$21.5M 1,759,635 +102,646 +6%
Cohen & Steers
4
Cohen & Steers
New York
$16.6M 1,356,340
Invesco
5
Invesco
Georgia
$13.8M 1,129,211 +414,259 +58%
Bank of America
6
Bank of America
North Carolina
$13.2M 1,080,733 +83,267 +8%
PCM
7
Penserra Capital Management
California
$12.7M 1,039,484 +71,945 +7%
SCM
8
SOL Capital Management
Maryland
$10.6M 867,690 -191,290 -18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.22M 671,513 +21,162 +3%
RCM
10
Rivernorth Capital Management
Florida
$7.76M 634,202 -88,729 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.66M 625,430 +45,604 +8%
CA
12
Cornerstone Advisory
Maryland
$5.48M 447,509 +178,580 +66%
GC
13
Guggenheim Capital
Illinois
$5.02M 410,407 +299 +0.1%
SFS
14
Shaker Financial Services
Virginia
$3.88M 316,056 +200,921 +175%
EW
15
Element Wealth
Mississippi
$3.21M 262,647 -2,563 -1%
CIA
16
Capital Investment Advisors
Georgia
$2.83M 231,244 +28,197 +14%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.81M 229,974 +68,098 +42%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.59M 211,673 -23,689 -10%
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.34M 190,876 +1,906 +1%
LPL Financial
20
LPL Financial
California
$1.95M 159,295 +35,116 +28%
IA
21
Icon Advisers
Colorado
$1.91M 155,702 +155,702 New
HighTower Advisors
22
HighTower Advisors
Illinois
$1.78M 145,833 +145,833 New
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.66M 135,845 -10,400 -7%
SC
24
Scotia Capital
Ontario, Canada
$1.43M 116,450 -65,193 -36%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$1.28M 104,199 +22,992 +28%