PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

101 hedge funds and large institutions have $288M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
41
Reduced
20
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Cercano Management
Washington
$6.88M
2
Wells Fargo
2
Wells Fargo
California
$31.7M
3
GC
3
Guggenheim Capital
Illinois
$8.26M
4
Millennium Management
4
Millennium Management
New York
$1.27M
5
SCM
5
SOL Capital Management
Maryland
$17.6M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$68.3M
3
Bank of America
3
Bank of America
North Carolina
$10.7M
4
BI
4
Bramshill Investments
Florida
$804K
5
UBS Group
5
UBS Group
Switzerland
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.3M 4,839,338 -481,610 -9%
Wells Fargo
2
Wells Fargo
California
$31.7M 2,244,505 +97,733 +5%
UBS Group
3
UBS Group
Switzerland
$26.5M 1,877,864 -53,991 -3%
Cohen & Steers
4
Cohen & Steers
New York
$19.1M 1,353,662 +7,322 +0.5%
SCM
5
SOL Capital Management
Maryland
$17.6M 1,245,645 +76,420 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.8M 903,639 +6,176 +0.7%
Invesco
7
Invesco
Georgia
$12.3M 869,501 +70,514 +9%
Bank of America
8
Bank of America
North Carolina
$10.7M 757,615 -117,268 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.28M 657,189 +53,363 +9%
GC
10
Guggenheim Capital
Illinois
$8.26M 584,852 +97,046 +20%
CM
11
Cercano Management
Washington
$6.88M 487,454 +224,888 +86%
CA
12
Cornerstone Advisory
Maryland
$6.02M 426,652 -11,231 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.79M 268,182 +53,066 +25%
CIA
14
Capital Investment Advisors
Georgia
$3.56M 251,895 -579 -0.2%
EW
15
Element Wealth
Mississippi
$3.54M 251,026 -7,067 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.14M 222,330 +8,458 +4%
LPL Financial
17
LPL Financial
California
$2.94M 208,481 +36,967 +22%
CPRC
18
Consolidated Portfolio Review Corp
New York
$2.62M 185,591 +3,145 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.15M 152,460 +46,968 +45%
LIM
20
Leavell Investment Management
Alabama
$2.09M 147,135 +33,428 +29%
BAM
21
Belpointe Asset Management
Nevada
$1.76M 124,849 +2,878 +2%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.65M 116,955 – –
Stifel Financial
23
Stifel Financial
Missouri
$1.55M 110,109 +1,610 +1%
PAG
24
Private Advisor Group
New Jersey
$1.4M 99,060 +14,111 +17%
JWCA
25
J.W. Cole Advisors
Florida
$1.28M 90,459 +39,253 +77%
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