PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

105 hedge funds and large institutions have $284M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
35
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.9M
2
CM
2
Cercano Management
Washington
$3.49M
3
SCM
3
SOL Capital Management
Maryland
$15.5M
4
Wells Fargo
4
Wells Fargo
California
$28.5M
5
GC
5
Guggenheim Capital
Illinois
$6.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.7M
2
PI
2
PFG Investments
New York
$427K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$895K
4
UBS Group
4
UBS Group
Switzerland
$25.7M
5
LPL Financial
5
LPL Financial
California
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.7M 5,320,948 -241,865 -4%
Wells Fargo
2
Wells Fargo
California
$28.5M 2,146,772 +138,645 +7%
UBS Group
3
UBS Group
Switzerland
$25.7M 1,931,855 -151,859 -7%
Cohen & Steers
4
Cohen & Steers
New York
$17.9M 1,346,340 -10,000 -0.7%
PCM
5
Penserra Capital Management
California
$15.9M 1,194,365 +26,543 +2%
SCM
6
SOL Capital Management
Maryland
$15.5M 1,169,225 +165,360 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.9M 897,463 +385,621 +75%
Bank of America
8
Bank of America
North Carolina
$11.6M 874,883 -5,417 -0.6%
Invesco
9
Invesco
Georgia
$10.6M 798,987 -23,100 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.03M 603,826 +44,042 +8%
GC
11
Guggenheim Capital
Illinois
$6.48M 487,806 +79,268 +19%
CA
12
Cornerstone Advisory
Maryland
$5.82M 437,883 -6,688 -2%
CM
13
Cercano Management
Washington
$3.49M 262,566 +262,566 New
EW
14
Element Wealth
Mississippi
$3.43M 258,093 -4,141 -2%
CIA
15
Capital Investment Advisors
Georgia
$3.36M 252,474 +251 +0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.86M 215,116 +27,926 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.84M 213,872 -21,673 -9%
CPRC
18
Consolidated Portfolio Review Corp
New York
$2.42M 182,446 -6,833 -4%
LPL Financial
19
LPL Financial
California
$2.28M 171,514 -86,157 -33%
BAM
20
Belpointe Asset Management
Nevada
$1.62M 121,971 +5,161 +4%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.55M 116,955 -13,060 -10%
LIM
22
Leavell Investment Management
Alabama
$1.53M 113,707 +19,000 +20%
BI
23
Bramshill Investments
Florida
$1.48M 111,688 -3,400 -3%
Stifel Financial
24
Stifel Financial
Missouri
$1.44M 108,499 -6,220 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.4M 105,492 -8,366 -7%
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