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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
CWC
76
Carolinas Wealth Consulting
North Carolina
$58.7K – – –
BONH
77
Bank of New Hampshire
New Hampshire
$57K – – –
HNB
78
Huntington National Bank
Ohio
$48.3K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$42K +$11.3K +817 +33%
IA
80
IFP Advisors
Florida
$33K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$19.2K – – –
TWA
82
TCI Wealth Advisors
Arizona
$18.5K +$20K +1,450 New
AWM
83
AllSquare Wealth Management
New York
$15.3K +$8.27K +600 +100%
TFA
84
Toth Financial Advisory
Virginia
$13.6K +$895 +65 +7%
TWM
85
Tradition Wealth Management
Minnesota
$13K -$18K -1,307 -56%
TF
86
Tompkins Financial
New York
$13K – – –
HI
87
Harbour Investments
Wisconsin
$12.8K +$13.8K +1,000 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$6K -$1.31K -95 -17%
BTI
89
Blue Trust Inc
Georgia
$5K +$4.96K +360 New
TRCT
90
Tower Research Capital (TRC)
New York
$5K +$5.63K +409 New
AAM
91
Advisors Asset Management
Colorado
$2.64K +$2.85K +207 New
FWM
92
Focused Wealth Management
New York
$1.33K +$28 +2 +2%
VNA
93
Valley National Advisers
Pennsylvania
$1K – – –
PAG
94
Private Advisor Group
New Jersey
$330 +$13.4K +974 +4%
CMP
95
Coston McIsaac & Partners
Maine
$10 +$289 +21 +3%
BlackRock
96
BlackRock
New York
$7 +$14 +1 New
Allspring Global Investments
97
Allspring Global Investments
North Carolina
– -$363K -27,580 Closed
NL
98
NWAM LLC
Washington
– -$264K -19,989 Closed
DC
99
Davenport & Co
Virginia
– -$140K -10,650 Closed
SN
100
Sittner & Nelson
Oregon
– -$40K -3,044 Closed
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.