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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
Morgan Stanley
1
Morgan Stanley
New York
$68.3M -$6.52M -481,610 -9%
Wells Fargo
2
Wells Fargo
California
$31.7M +$1.32M +97,733 +5%
UBS Group
3
UBS Group
Switzerland
$26.5M -$731K -53,991 -3%
Cohen & Steers
4
Cohen & Steers
New York
$19.1M +$99.2K +7,322 +0.5%
SCM
5
SOL Capital Management
Maryland
$17.6M +$1.03M +76,420 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.8M +$83.6K +6,176 +0.7%
Invesco
7
Invesco
Georgia
$12.3M +$955K +70,514 +9%
Bank of America
8
Bank of America
North Carolina
$10.7M -$1.59M -117,268 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.28M +$723K +53,363 +9%
GC
10
Guggenheim Capital
Illinois
$8.26M +$1.31M +97,046 +20%
CM
11
Cercano Management
Washington
$6.88M +$3.05M +224,888 +86%
CA
12
Cornerstone Advisory
Maryland
$6.02M -$152K -11,231 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.79M +$719K +53,066 +25%
CIA
14
Capital Investment Advisors
Georgia
$3.56M -$7.84K -579 -0.2%
EW
15
Element Wealth
Mississippi
$3.54M -$95.7K -7,067 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.14M +$115K +8,458 +4%
LPL Financial
17
LPL Financial
California
$2.94M +$501K +36,967 +22%
CPRC
18
Consolidated Portfolio Review Corp
New York
$2.62M +$42.6K +3,145 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.15M +$636K +46,968 +45%
LIM
20
Leavell Investment Management
Alabama
$2.09M +$453K +33,428 +29%
BAM
21
Belpointe Asset Management
Nevada
$1.76M +$39K +2,878 +2%
IFG
22
Independent Financial Group
California
$1.67M +$242K +17,883 +18%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.65M
Stifel Financial
24
Stifel Financial
Missouri
$1.55M +$21.8K +1,610 +1%
PAG
25
Private Advisor Group
New Jersey
$1.4M +$191K +14,111 +17%

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.