PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

99 hedge funds and large institutions have $263M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
39
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.5M
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$2.34M
4
SCM
4
SOL Capital Management
Maryland
$13M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.2M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$32.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.7M
3
AWA
3
Artemis Wealth Advisors
New York
$45
4
Invesco
4
Invesco
Georgia
$10.1M
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$275K 22,040 +1,660 +8%
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$274K 22,121 -452 -2%
TA
53
Tectonic Advisors
Texas
$248K 20,000 -10,000 -33%
SIC
54
Samalin Investment Counsel
New York
$244K 19,638 +5,840 +42%
RRA
55
Round Rock Advisors
Connecticut
$235K 18,945 – –
RJA
56
Raymond James & Associates
Florida
$235K 18,917 -14,366 -43%
HWM
57
HB Wealth Management
Georgia
$225K 18,146 +7,971 +78%
Corient Private Wealth
58
Corient Private Wealth
Florida
$215K 17,299 – –
SPP
59
Single Point Partners
Massachusetts
$203K 16,405 – –
EFG
60
Ethos Financial Group
Pennsylvania
$188K 15,000 – –
CIC
61
Carnegie Investment Counsel
Ohio
$186K 15,000 -5,000 -25%
AFO
62
Allie Family Office
Florida
$186K 15,000 – –
HighTower Advisors
63
HighTower Advisors
Illinois
$184K 14,850 +2,157 +17%
HT
64
HighTower Trust
Texas
$166K 13,030 – –
OBWG
65
Onyx Bridge Wealth Group
New York
$164K 13,241 -1,250 -9%
MAG
66
Mayfair Advisory Group
Alabama
$159K 12,500 +1,569 +14%
CAN
67
Cetera Advisor Networks
California
$156K 12,546 -120 -0.9%
CA
68
Crumly & Associates
Illinois
$155K 12,500 – –
BAM
69
Belpointe Asset Management
Nevada
$152K 12,280 +12,280 New
DADC
70
D.A. Davidson & Co
Montana
$143K 11,541 +11,541 New
NA
71
NewEdge Advisors
Louisiana
$142K 11,450 +750 +7%
CG
72
CFO4Life Group
Texas
$136K 10,986 -21,800 -66%
Truist Financial
73
Truist Financial
North Carolina
$131K 10,594 +10,594 New
AAS
74
Avantax Advisory Services
Texas
$131K 10,580 +10,580 New
PGWM
75
Parisi Gray Wealth Management
New Jersey
$126K 10,149 -17,174 -63%
1 2
3
4 5