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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

108 hedge funds and large institutions have $254M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

5% more funds holding

Funds holding: 103 → 108 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.18% less ownership

Funds ownership: 19.51% → 19.33% (-0.18%)

10% less capital invested

Capital invested by funds: $281M → $254M (-$27.5M)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
42
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.4M
2
CA
Cornerstone Advisory
Maryland
+$2.37M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.09M
4
SCM
SOL Capital Management
Maryland
+$1.49M
5
Wells Fargo
Wells Fargo
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$15.8M
2
Invesco
Invesco
Georgia
-$1.86M
3
SC
Scotia Capital
Ontario, Canada
-$1.19M
4
Truist Financial
Truist Financial
North Carolina
-$835K
5
WA
WESPAC Advisors
California
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$360K +$259K +20,332 +203%
PGWM
52
Parisi Gray Wealth Management
New Jersey
$355K -$2.93K -230 -0.8%
RJA
53
Raymond James & Associates
Florida
$354K +$46.1K +3,613 +14%
GFG
54
Goldstone Financial Group
Illinois
$350K +$117K +9,141 +45%
TA
55
Tectonic Advisors
Texas
$322K +$6.92K +543 +2%
FFA
56
First Foundation Advisors
California
$321K – – –
Truist Financial
57
Truist Financial
North Carolina
$297K -$835K -65,492 -72%
DADC
58
D.A. Davidson & Co
Montana
$285K +$18.2K +1,424 +6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$277K – – –
WJWM
60
Williams Jones Wealth Management
New York
$270K +$290K +22,710 New
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$262K – – –
AA
62
ACT Advisors
North Carolina
$262K -$69.4K -5,440 -20%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$259K +$278K +21,833 New
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$257K +$1.5K +118 +0.5%
KWA
65
Kingswood Wealth Advisors
California
$241K -$14.5K -1,138 -5%
RRA
66
Round Rock Advisors
Connecticut
$225K – – –
SWM
67
Stockman Wealth Management
Montana
$225K -$98.3K -7,714 -29%
NAS
68
NWF Advisory Services
California
$209K -$1.61K -126 -0.7%
CAN
69
Cetera Advisor Networks
California
$208K +$4.41K +346 +2%
Corient Private Wealth
70
Corient Private Wealth
Florida
$206K – – –
Comerica Bank
71
Comerica Bank
Texas
$205K +$220K +17,253 New
SPP
72
Single Point Partners
Massachusetts
$197K – – –
NA
73
NewEdge Advisors
Louisiana
$195K – – –
TWC
74
TD Waterhouse Canada
Ontario, Canada
$191K -$526K -41,254 -73%
OIA
75
Optimum Investment Advisors
Illinois
$190K +$102K +8,000 +100%
1 2
3
4 5

PDO Hedge Fund Activity: Q3 2023 in Review

108 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q3 2023, worth a combined $254M — down 9.8% from $281M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDO positions and 11 closed out — a net gain of 5 holders — while 42 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.4M. The largest seller was Rivernorth Capital Management, cutting an estimated $15.8M.

  • 108 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q3 2023, up from 103 in Q2 2023.
  • Funds reported $254M of PIMCO Dynamic Income Opportunities Fund stock for Q3 2023, down 9.8% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +5 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $3.4M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2023.