PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

112 hedge funds and large institutions have $316M invested in PIMCO Dynamic Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
1.49%
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
44
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$47.4M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.55M
3
SCM
3
SOL Capital Management
Maryland
$20M
4
Wells Fargo
4
Wells Fargo
California
$33.5M
5
ACMG
5
Anchor Capital Management Group
California
$1.83M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$9.36M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$839K
4
SA
4
Sanctuary Advisors
Indiana
$316K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.2M 4,942,944 +103,606 +2%
UBS Group
2
UBS Group
Switzerland
$47.4M 3,484,459 +1,606,595 +86%
Wells Fargo
3
Wells Fargo
California
$33.5M 2,465,764 +221,259 +10%
SCM
4
SOL Capital Management
Maryland
$20M 1,473,806 +228,161 +18%
Cohen & Steers
5
Cohen & Steers
New York
$18.5M 1,363,662 +10,000 +0.7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.4M 984,522 +80,883 +9%
Invesco
7
Invesco
Georgia
$12M 880,818 +11,317 +1%
Bank of America
8
Bank of America
North Carolina
$9.36M 688,670 -68,945 -9%
GC
9
Guggenheim Capital
Illinois
$9.35M 688,098 +103,246 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.06M 666,298 +9,109 +1%
CM
11
Cercano Management
Washington
$6.62M 487,454 – –
CA
12
Cornerstone Advisory
Maryland
$5.69M 411,782 -14,870 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.83M 355,486 +87,304 +33%
Raymond James Financial
14
Raymond James Financial
Florida
$4.55M 335,017 +335,017 New
EW
15
Element Wealth
Mississippi
$3.46M 254,657 +3,631 +1%
CIA
16
Capital Investment Advisors
Georgia
$3.18M 233,646 -18,249 -7%
LPL Financial
17
LPL Financial
California
$2.9M 213,340 +4,859 +2%
LIM
18
Leavell Investment Management
Alabama
$2.81M 204,883 +57,748 +39%
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.56M 188,449 +2,858 +2%
ACMG
20
Anchor Capital Management Group
California
$1.83M 134,500 +134,500 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.79M 131,709 -20,751 -14%
VVP
22
Venture Visionary Partners
Ohio
$1.73M 127,532 +48,959 +62%
BAM
23
Belpointe Asset Management
Nevada
$1.71M 124,039 -810 -0.6%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.61M 118,553 +41,567 +54%
PAG
25
Private Advisor Group
New Jersey
$1.6M 117,546 +18,486 +19%
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