PIMCO Dynamic Income Opportunities Fund
115 hedge funds and large institutions have $318M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 26
11% more funds holding
Funds holding: 104 → 115 (+11)
10% more capital invested
Capital invested by funds: $290M → $318M (+$28.1M)
2.59% more ownership
Funds ownership: 18.6% → 21.18% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22M |
| 2 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$3.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.03M |
| 4 |
Morgan Stanley
New York
|
+$1.42M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$943K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$755K |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$584K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$353K |
PDO Hedge Fund Activity: Q4 2024 in Review
115 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2024, worth a combined $318M — up 9.7% from $290M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PDO positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 26 trimmed.
The largest buyer was UBS Group, adding an estimated $22M. The largest seller was Millennium Management, exiting entirely with an estimated $1.27M sold.
- 115 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2024, up from 104 in Q3 2024.
- Funds reported $318M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2024, up 9.7% quarter-over-quarter.
- 23 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2024 and 9 closed out, a net change of +14 holders.
- The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2024 was UBS Group, an estimated $22M added.
- The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2024 was Millennium Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2024.