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PDO

PIMCO Dynamic Income Opportunities Fund

114 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, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

11% more funds holding

Funds holding: 103114 (+11)

10% more capital invested

Capital invested by funds: $290M → $318M (+$28.2M)

2.58% more ownership

Funds ownership: 18.61%21.18% (+2.6%)

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
45
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.2M +$1.42M +103,606 +2%
UBS Group
2
UBS Group
Switzerland
$47.4M +$22M +1,606,595 +86%
Wells Fargo
3
Wells Fargo
California
$33.5M +$3.03M +221,259 +10%
SCM
4
SOL Capital Management
Maryland
$20M +$3.12M +228,161 +18%
Cohen & Steers
5
Cohen & Steers
New York
$18.5M +$137K +10,000 +0.7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.4M +$1.11M +80,883 +9%
Invesco
7
Invesco
Georgia
$12M +$155K +11,317 +1%
Bank of America
8
Bank of America
North Carolina
$9.36M -$943K -68,945 -9%
GC
9
Guggenheim Capital
Illinois
$9.35M +$1.41M +103,246 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.05M +$125K +9,109 +1%
CM
11
Cercano Management
Washington
$6.62M
CA
12
Cornerstone Advisory
Maryland
$5.69M -$203K -14,870 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.83M +$1.19M +87,304 +33%
Raymond James Financial
14
Raymond James Financial
Florida
$4.55M +$4.58M +335,017 New
EW
15
Element Wealth
Mississippi
$3.46M +$49.6K +3,631 +1%
CIA
16
Capital Investment Advisors
Georgia
$3.18M -$250K -18,249 -7%
LPL Financial
17
LPL Financial
California
$2.9M +$66.4K +4,859 +2%
LIM
18
Leavell Investment Management
Alabama
$2.81M +$790K +57,748 +39%
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.56M +$39.1K +2,858 +2%
ACMG
20
Anchor Capital Management Group
California
$1.83M +$1.84M +134,500 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.79M -$284K -20,751 -14%
VVP
22
Venture Visionary Partners
Ohio
$1.73M +$669K +48,959 +62%
BAM
23
Belpointe Asset Management
Nevada
$1.71M -$11.1K -810 -0.6%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.61M +$568K +41,567 +54%
PAG
25
Private Advisor Group
New Jersey
$1.6M +$253K +18,486 +19%