PDO

PIMCO Dynamic Income Opportunities Fund

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.3M 5,562,813 -5,524,873 -50%
UBS Group
2
UBS Group
Switzerland
$27.4M 2,083,714 +175,963 +9%
Wells Fargo
3
Wells Fargo
California
$26.4M 2,008,127 +248,492 +14%
Cohen & Steers
4
Cohen & Steers
New York
$17.9M 1,356,340
PCM
5
Penserra Capital Management
California
$15.4M 1,167,822 +128,338 +12%
SCM
6
SOL Capital Management
Maryland
$13.2M 1,003,865 +136,175 +16%
Bank of America
7
Bank of America
North Carolina
$11.6M 880,300 -200,433 -19%
Invesco
8
Invesco
Georgia
$10.8M 822,087 -307,124 -27%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.37M 559,784 -111,729 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.74M 511,842 -113,588 -18%
CA
11
Cornerstone Advisory
Maryland
$5.85M 444,571 -2,938 -0.7%
GC
12
Guggenheim Capital
Illinois
$5.38M 408,538 -1,869 -0.5%
EW
13
Element Wealth
Mississippi
$3.45M 262,234 -413 -0.2%
LPL Financial
14
LPL Financial
California
$3.39M 257,671 +98,376 +62%
CIA
15
Capital Investment Advisors
Georgia
$3.32M 252,223 +20,979 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.27M 248,243 +36,570 +17%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.1M 235,545 +5,571 +2%
PI
18
PFG Investments
New York
$2.86M 217,109 +217,109 New
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.49M 189,279 -1,597 -0.8%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.47M 187,190 +41,357 +28%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.71M 130,015 -5,830 -4%
BAM
22
Belpointe Asset Management
Nevada
$1.54M 116,810 +74,058 +173%
BI
23
Bramshill Investments
Florida
$1.52M 115,088 +46,733 +68%
Stifel Financial
24
Stifel Financial
Missouri
$1.51M 114,719 +14,697 +15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.5M 113,858 +15,776 +16%