PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

63 hedge funds and large institutions have $399M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
26
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$60.3M
2
RCM
2
Rivernorth Capital Management
Florida
$51.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$20.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.2M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
MIG
2
Mariner Investment Group
New York
$182K
3
AWA
3
Artemis Wealth Advisors
New York
$26M
4
CA
4
Crumly & Associates
Illinois
$1.34M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Crumly & Associates
Illinois
$1.34M 78,754 -60,230 -43%
GC
27
Guggenheim Capital
Illinois
$1.14M 67,020 +40,876 +156%
Walleye Capital
28
Walleye Capital
New York
$923K 54,306 +54,306 New
NWM
29
Nicola Wealth Management
British Columbia, Canada
$917K 54,000 +54,000 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$854K 50,270 +50,270 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$824K 48,522 +48,522 New
LPL Financial
32
LPL Financial
California
$591K 34,756 -2,429 -7%
CCP
33
Carmel Capital Partners
California
$586K 34,507 +2,619 +8%
JWCA
34
J.W. Cole Advisors
Florida
$518K 30,480 +5,884 +24%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$381K 22,458 +22,458 New
CWM
36
Centric Wealth Management
Illinois
$365K 21,468 +21,468 New
CIC
37
Carnegie Investment Counsel
Ohio
$340K 20,000 – –
First Trust Advisors
38
First Trust Advisors
Illinois
$321K 18,921 +888 +5%
RJA
39
Raymond James & Associates
Florida
$270K 15,909 +15,909 New
Jane Street
40
Jane Street
New York
$256K 15,097 +15,097 New
OBWG
41
Onyx Bridge Wealth Group
New York
$234K 14,491 +1,250 +9%
GA
42
Greytown Advisors
Florida
$231K 13,523 +13,523 New
PAG
43
Private Advisor Group
New Jersey
$218K 12,842 -4,130 -24%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$210K 12,050 +1,350 +13%
CWM
45
Cornerstone Wealth Management
Missouri
$209K 12,286 +12,286 New
AIP
46
Almanack Investment Partners
Pennsylvania
$205K 12,000 – –
MIG
47
Mariner Investment Group
New York
$182K 10,709 -80,509 -88%
GSWM
48
Golden State Wealth Management
California
$178K 10,448 -4,929 -32%
VF
49
Virtu Financial
New York
$176K 10,342 +10,342 New
APA
50
American Portfolios Advisors
New York
$117K 6,879 +2,290 +50%
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