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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
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$288K +$311K +22,573 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$269K +$551 +40 +0.2%
CIC
53
Carnegie Investment Counsel
Ohio
$255K – – –
RRA
54
Round Rock Advisors
Connecticut
$242K +$261K +18,945 New
JSW
55
Journey Strategic Wealth
New Jersey
$241K +$55.4K +4,022 +27%
IFG
56
Independent Financial Group
California
$239K +$258K +18,750 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$221K +$238K +17,299 New
SPP
58
Single Point Partners
Massachusetts
$209K – – –
OBWG
59
Onyx Bridge Wealth Group
New York
$196K – – –
EFG
60
Ethos Financial Group
Pennsylvania
$193K +$207K +15,000 New
AFO
61
Allie Family Office
Florida
$192K – – –
CA
62
CoreCap Advisors
Michigan
$190K +$205K +14,900 New
AW
63
Atlas Wealth
Ohio
$181K +$196K +14,195 New
GA
64
Greytown Advisors
Florida
$178K – – –
SIC
65
Samalin Investment Counsel
New York
$176K +$38.7K +2,810 +26%
HT
66
HighTower Trust
Texas
$167K – – –
CAN
67
Cetera Advisor Networks
California
$162K +$174K +12,666 New
HighTower Advisors
68
HighTower Advisors
Illinois
$161K +$29K +2,108 +20%
MCC
69
Money Concepts Capital
Florida
$160K +$172K +12,520 New
CA
70
Crumly & Associates
Illinois
$160K -$805K -58,454 -82%
MAG
71
Mayfair Advisory Group
Alabama
$149K – – –
VF
72
Virtu Financial
New York
$146K -$108K -7,817 -41%
NA
73
NewEdge Advisors
Louisiana
$137K +$147K +10,700 New
HWM
74
HB Wealth Management
Georgia
$130K +$140K +10,175 New
ASN
75
Advisory Services Network
Georgia
$60.7K +$65.4K +4,750 New
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.