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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

95 hedge funds and large institutions have $288M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

19% more funds holding

Funds holding: 80 → 95 (+15)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.04% less ownership

Funds ownership: 23.61% → 22.58% (-1%)

8% less capital invested

Capital invested by funds: $312M → $288M (-$23.4M)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
33
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.07M
2
SC
Scotia Capital
Ontario, Canada
+$3.99M
3
WAM
Weiss Asset Management
Massachusetts
+$3.61M
4
TWC
TD Waterhouse Canada
Ontario, Canada
+$2.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
-$11M
2
RCM
Rivernorth Capital Management
Florida
-$10.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.01M
4
SCM
SOL Capital Management
Maryland
-$4.5M
5
Invesco
Invesco
Georgia
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVM
26
Palogic Value Management
Texas
$974K +$1.05M +76,308 New
SFS
27
Shaker Financial Services
Virginia
$949K +$440K +31,917 +75%
AWS
28
Atria Wealth Solutions
New York
$934K -$86.2K -6,260 -8%
CW
29
CreativeOne Wealth
Kansas
$864K +$170K +12,326 +22%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$769K -$37K -2,684 -4%
WS
31
Wedbush Securities
California
$763K +$30.3K +2,196 +4%
CIA
32
Capital Investment Advisors
Georgia
$760K +$505K +36,670 +161%
RP
33
Riverbridge Partners
Minnesota
$729K +$31.5K +2,286 +4%
LPL Financial
34
LPL Financial
California
$699K +$111K +8,071 +17%
NWM
35
Nicola Wealth Management
British Columbia, Canada
$688K – – –
First Trust Advisors
36
First Trust Advisors
Illinois
$655K +$85.8K +6,227 +14%
ASFA
37
All Season Financial Advisors
Colorado
$647K +$350K +25,424 +101%
CCP
38
Carmel Capital Partners
California
$551K +$252K +18,287 +73%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$513K +$343K +24,907 +163%
JWCA
40
J.W. Cole Advisors
Florida
$485K +$47.9K +3,475 +10%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$483K -$6.01M -435,910 -92%
RJA
42
Raymond James & Associates
Florida
$425K +$255K +18,525 +126%
C
43
CFO4Life
Texas
$419K +$452K +32,786 New
CG
44
CFO4Life Group
Texas
$419K +$452K +32,786 New
HF
45
HRT Financial
New York
$393K +$424K +30,779 New
TA
46
Tectonic Advisors
Texas
$383K – – –
PWM
47
Perigon Wealth Management
California
$359K +$388K +28,137 New
PGWM
48
Parisi Gray Wealth Management
New Jersey
$349K +$376K +27,323 New
AA
49
ACT Advisors
North Carolina
$331K +$33.3K +2,414 +10%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$298K – – –
1
2
3 4 5

PDO Hedge Fund Activity: Q4 2022 in Review

95 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2022, worth a combined $288M — down 7.5% from $312M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PDO positions and 9 closed out — a net gain of 18 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.07M. The largest seller was Artemis Wealth Advisors, cutting an estimated $11M.

  • 95 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2022, up from 80 in Q3 2022.
  • Funds reported $288M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2022, down 7.5% quarter-over-quarter.
  • 27 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2022 and 9 closed out, a net change of +18 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2022 was Morgan Stanley, an estimated $4.07M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2022 was Artemis Wealth Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2022.