PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

54 hedge funds and large institutions have $319M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
27
Reduced
5
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$26.9M
2
SCM
2
SOL Capital Management
Maryland
$7.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.82M
4
LIM
4
Leavell Investment Management
Alabama
$3.2M
5
UBS Group
5
UBS Group
Switzerland
$19.6M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$31.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$115M
3
Bank of America
3
Bank of America
North Carolina
$21.1M
4
NA
4
NewEdge Advisors
Louisiana
$0
5
ASFA
5
All Season Financial Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$727K 37,185 +10,689 +40%
Stifel Financial
27
Stifel Financial
Missouri
$652K 33,323 +1,303 +4%
CCP
28
Carmel Capital Partners
California
$624K 31,888 +31,888 New
Truist Financial
29
Truist Financial
North Carolina
$527K 26,977 +1,137 +4%
GC
30
Guggenheim Capital
Illinois
$512K 26,144 +26,144 New
JWCA
31
J.W. Cole Advisors
Florida
$481K 24,596 +24,596 New
CAM
32
Cresset Asset Management
Illinois
$401K 20,375 +20,375 New
CIC
33
Carnegie Investment Counsel
Ohio
$391K 20,000 – –
First Trust Advisors
34
First Trust Advisors
Illinois
$353K 18,033 +575 +3%
PAG
35
Private Advisor Group
New Jersey
$332K 16,972 +16,972 New
GSWM
36
Golden State Wealth Management
California
$301K 15,377 +15,377 New
OBWG
37
Onyx Bridge Wealth Group
New York
$262K 13,241 +150 +1%
Nomura Holdings
38
Nomura Holdings
Japan
$260K 13,322 +13,322 New
IWP
39
Icon Wealth Partners
Texas
$257K 13,138 +298 +2%
AIP
40
Almanack Investment Partners
Pennsylvania
$236K 12,000 – –
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$210K 10,700 +10,700 New
HCM
42
Howland Capital Management
Massachusetts
$196K 10,000 +10,000 New
Wells Fargo
43
Wells Fargo
California
$157K 8,006 +1,006 +14%
APA
44
American Portfolios Advisors
New York
$89.8K 4,589 +770 +20%
GWM
45
Geneos Wealth Management
Colorado
$75K 3,853 +1,500 +64%
WWM
46
Wagner Wealth Management
South Carolina
$51K 2,627 -268 -9%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$39K 2,000 – –
TWM
48
Tradition Wealth Management
Minnesota
$24K 1,245 +45 +4%
COCM
49
Charter Oak Capital Management
New Hampshire
$16K 827 – –
TFA
50
Toth Financial Advisory
Virginia
$14K 709 +84 +13%
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