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 %
PFS
51
Prospera Financial Services
Texas
$85K 5,000 +5,000 New
BONH
52
Bank of New Hampshire
New Hampshire
$76K 4,445 +4,445 New
Wells Fargo
53
Wells Fargo
California
$69K 4,075 -3,931 -49%
IA
54
IFP Advisors
Florida
$33K 1,665 +1,665 New
TWM
55
Tradition Wealth Management
Minnesota
$22K 1,268 +23 +2%
FIA
56
FNY Investment Advisers
New York
$20K 1,200 +1,200 New
TF
57
Tompkins Financial
New York
$17K 1,025 +1,025 New
TFA
58
Toth Financial Advisory
Virginia
$15K 869 +160 +23%
DAC
59
Dividend Assets Capital
South Carolina
$11K 650 – –
COCM
60
Charter Oak Capital Management
New Hampshire
$10K 600 -227 -27%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$9K 526 +526 New
AssetMark Inc
62
AssetMark Inc
California
$5K 310 +310 New
VNA
63
Valley National Advisers
Pennsylvania
$1K 75 +44 +142%
WAM
64
Weiss Asset Management
Massachusetts
– – -71,404 Closed
SWP
65
Stratos Wealth Partners
Ohio
– – -41,768 Closed
Stifel Financial
66
Stifel Financial
Missouri
– – -33,323 Closed
Truist Financial
67
Truist Financial
North Carolina
– – -26,977 Closed
CAM
68
Cresset Asset Management
Illinois
– – -20,375 Closed
Nomura Holdings
69
Nomura Holdings
Japan
– – -13,322 Closed
IWP
70
Icon Wealth Partners
Texas
– – -13,138 Closed
HCM
71
Howland Capital Management
Massachusetts
– – -10,000 Closed
GWM
72
Geneos Wealth Management
Colorado
– – -3,853 Closed
WWM
73
Wagner Wealth Management
South Carolina
– – -2,627 Closed
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
– – -2,000 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– – -187 Closed
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